To link a Category Selection to a Schedule Milestone in ConstructionOnline.
ConstructionOnline’s powerful Scheduling tool allows construction professionals the ability to build and update detailed project schedules. Project Milestones can be used to mark important dates in a schedule. Use a Project Milestone as a deadline for a client selection to mark the significance of the choice being made by your clients and to keep track of that important due date.
THINGS TO CONSIDER
- A schedule must be created and associated with a Project before linking a Category Selection.
STEPS TO LINK A SELECTION TO A SCHEDULE MILESTONE
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Client Selections category
- Within a Category, locate the desired Selection
- Right-click on the Selection
- Select Edit Selection
- This will open the Edit Selection window
- Choose the desired Milestone from the Milestone dropdown menu
- Click Save Changes
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