Template Management
Task Update: Milestones
On this page, you can quickly reference and update milestone information across multiple tasks within a template. When you make updates and click the "Update Template" button, the page will update the specified template with any changes made to the Milestone Task or Milestone Key fields.
To edit milestone information:
Choose a Stage or All Stages from the drop-down list at the top of the page. The page defaults to show the first stage of the template.
Click the Milestone Task check box next to each task you want to flag as a milestone task.
Next to each task you want to flag as milestone task, enter a Milestone Key.
Click the Update Template button at the bottom of the page to save your changes.
Milestones are generally used for integrated customers. Milestone information is exported to the accounting system for purposes of updating reports. Two milestones used in BuildPro reports are JBST and JBFN. These keys are used in many BuildPro reports to determine the start (JBST) and end date (JBFN) of a job for calculating cycle time.
If you accessed this page from the link in the Apply Template Changes section of the Template Actions page, you will see a check box to Apply to Jobs. If you check this box and update the page, a pop up window will appear to guide you through the process of applying the changes to active jobs. Choose whether to apply to All Active and Hold Jobs or Select Jobs from a list. The updates to milestone keys will be applied to the jobs you have chosen. Changes will be applied to all corresponding tasks in the job regardless of task status.