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Milestones

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.

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

  • 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 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

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

Filter Breakdown
Filter
Operator
Value

Milestones

Is True Is False

Multi-Select

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