# Milestones {% hint style="info" %} **Who can use this feature** All Project users can convert a Task to a Milestone. *** Task Owners, Assignees and Admins can edit the Milestone Target Date. {% endhint %} Milestones mark critical points in your project, from contract deliverables to site handovers. In Aphex, they work just like Tasks, so you can assign all the same details: like Owners, Resources, Subcontractors, Blockers, Work Areas, and Delays. Milestones can include a fixed Target Date, giving you a reference point to track progress against. The Gantt will summarise & highlight whether you're on track or slipping, across all your Milestones. ## Creating Milestones *** To create a Milestone, convert any existing Task or Subtask, or import Milestones directly from your Master Schedule.
**Create a Milestone from the Gantt:** * Hover over the task name * Click and select `Convert to Milestone`
Milestone Conversion Logic * Each Milestone spans at least one day, just like every Task in your plan. * Only Tasks and Subtasks can be converted to Milestones * When converted, the Milestone keeps all its original Task properties, including duration, delay history, owner, and assigned resources * Attempting to set the Duration to 0 will also trigger the Convert to Milestone flow * You can convert a Milestone back into a Task or Subtask at any time
## Milestone Target Dates *** Each Milestone can be assigned a Target Date: the original or ideal date you’re aiming for, often pulled from a Master or Contract Schedule. The Target Date marker changes colour based on performance, helping you see at a glance how things are progressing against the plan. #### **To set a Target Date:** * Right click a Milestone and select `View Details` * In the Task Panel that opens, locate the `Target Date` section * Toggle `Set Target Date` * Pick the date #### **To See Target Date Variance on the Gantt:** * If your Milestone has slipped the Target Date marker will appear as * If your Milestone is on track, Target Date marker will appear as ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FAHn9ZIJdUROV9bPXC0ru%2FFrame%203275%20\(1\).svg?alt=media\&token=93489ac9-6a49-4b53-aa0a-e836f54528df) * Use the `+`/`-` indicators to see how many days a Milestone is ahead or behind
Target Date Logic * Target Dates will show green if: * The Milestone End Date matches the Target Date * The Milestone End Date is before the Target Date * Target Dates will show red if: * The Milestone End Date is after the Target Date * On the Gantt, a Variance Number will show how many days the Milestone has slipped or improved by * Target Date Icons & Variance update in real time as changes are made to the plan
## Tracking Milestone Performance *** Use the Milestone Panel to compare current Milestone Dates to Target Dates, or pervious Weekly Versions to see how things have shifted over time - and spot the impact of today's changes on future Milestones, even if they're outside of your View.
#### Open the Milestone Panel: * On the Gantt, select the ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FqKNMvhxEzQ4JAskC9dFB%2FMilestone%20Icon%20\(2\).svg?alt=media\&token=54f100b0-047d-48f3-b301-36be5e1e81bd) Milestone Icon in the right-hand panel * This opens the `Milestone Panel`, showing Milestones across the Project * Click the `⌄` next to any Milestone to expand its history and see how it’s changed over time * Open the config menu to toggle filters for delayed or improved Milestones #### Target Date Comparison: * In the Milestones Panel, click into the `Compare To` dropdown * Select `Target Date` * Instantly see how many days ahead/behind for each Milestone, compared to their Target Dates #### Baseline Comparison: * In the Milestones Panel, click into the `Compare To` dropdown * Select `Previously Published Version` * Instantly view the variance between current and baseline dates See also: Export Milestone Data
Configuring the Milestone Panel **Date Range:** Controls which Milestones appear in the list. You can show only those within your current Gantt view, all future Milestones, or every Milestone in the project.\ \ **Group By:** Organises your Milestones into sections. Choosing Performance vs Target splits them into four groups based on how the Milestone's end date compares to its Target Date: * **Approaching Target**: the end date is before the Target Date * **On Target**: the end date matches the Target Date exactly * **Behind Target**: the end date has passed the Target Date * **No Target**: no Target Date has been set You can also group by Owner, Subcontractor, Folder, or Package.\ \ **Sort By**: Controls the order Milestones appear within each group. Sort by date or variance, in ascending or descending order.\ \ **Spotlight Milestones with Variance**: When toggled on, this highlights Milestones that have slipped or improved. You can choose to spotlight just slippage, just improvements, or both.\ \ Your configuration is saved automatically per user, so the panel will remember your preferences next time.
## Critical Path Overlay *** Turn on the Critical Path Overlay to highlight the short term path to any Milestone. The critical path will light up in gold, and everything else fades to blue - so it's easy to see what's critical and what's not. You can view paths for all Milestones or focus on one at a time. **To turn on the Critical Path** * Open the Gantt and click * Select `Critical Path` to highlight all Milestone paths in gold * Or click the `>` to choose specific Milestone pathways to highlight individually ## Filter to Milestones *** #### To set a Milestone filter: * Click and * Select `Milestone` in the first dropdown * Select from `Is True` or `Is False` in the second dropdown #### Pre-made Milestones View: Your Project comes with a pre-made Upcoming Milestones View. * Click `+ Views` within the open View Tabs * Select `Upcoming Milestones View` See also: creating & sharing Views
Filter Breakdown | Filter | Operator | Value | | ---------- | -------------------------- | ------------ | | Milestones |

Is True
Is False

| Multi-Select |
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