Link a Selection Category to a Schedule Milestone

OBJECTIVE

To link a Selection Category to a Schedule Milestone in ConstructionOnline.

BACKGROUND

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  client selections to mark the significance of the choice being made by your clients and to keep track of that important due date.

THINGS TO CONSIDER

  • Project Schedule with Milestones must be created before being able to link a Selection Category to a Schedule Milestone.
  • Selection Due Date will be linked to that of selected Schedule Milestone, and will automatically update with Schedule Milestone. 

STEPS TO LINK A SELECTION TO A SCHEDULE MILESTONE

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Client Selections category
  4. Within a Category, locate the desired Selection
  5. Right-click on the Selection
  6. Select Edit Selection
    1. This will open the Edit Selection window
  7. Choose the desired Milestone from the Milestone dropdown menu
    1. Milestones must be populated to Project Schedule to be available in dropdown menu for association to Selection Category. 
  8. Click Save Changes

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