How do I create & track Milestones?
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Milestones are significant activities or dates used to mark specific moments within a project's lifecycle.
In Aphex, Milestones are a special Task Type that allows teams to track Milestone variance week-on-week (between baselines) or to compare the current dates to Milestone Target Dates.
Milestones can be created inside Aphex by converting an existing activity, or they can be imported directly from P6, MS Project or Asta.
You can convert an existing task into a Milestone in a few different ways:
Hover your cursor over the task name of the activity you want to convert
Click the 3-dot button
Select ‘Convert to Milestone’
Add a target date if needed (optional)
Confirm
Open the task in the Right-Hand Panel
Click the 3-dot overflow in the top right
Select ‘Convert to Milestone’
Add a target date if needed (optional)
Confirm
Toggle the duration column in the column selector
Change the duration of the task to 0
Add a target date if needed (optional)
Click ‘Convert to Milestone’
You can track Milestones and how they are progressing through your plan using the Milestones Panel, the Critical Path Overlay, following the Targets on the Gantt, or through exporting to CSV / APIs.
Click the Diamond Icon in the Right-Hand Panel
Click ‘Compare to’
Select ‘Target Dates’
This will list out all your Milestones, and show the variance between the current end dates, and the target dates.
Open the Right-Hand Panel
Click the Diamond icon
Click ‘Compare to’
Select a ‘Previously Published Version’
This will list out all your Milestones, and show the variance between the current end dates, and the end date in the Published Version you've chosen.
Open the Right-Hand Panel
Click the Diamond icon
Click the Configuration Icon
Toggle Slippage/Improvement
This will allow you to control whether you only see Milestones that have slipped between baselines, or Milestones that have improved between baselines.
Locate your Milestone on the Gantt
Next to the Milestone, you'll see a positive or negative number
This will indicate how many days the Milestone has slipped or improved by
Follow the dotted line from the Milestone to see the Target Date icon on the Gantt
Click the Overlays button in the top left of the Gantt
Select 'Critical Path'
Click the '>' arrow
Select the Milestones you wish to see the Critical Path to
This will highlight the Critical Path to all selected Milestones in Gold.
Open the Right-Hand Panel
Click the Diamond icon
Click the Configuration Icon
Set the config to display all Milestones you wish to export
Open the configuration menu (top right of the panel)
Select 'Export to CSV'
