What can you do on this screen?
The Milestones screen lists your milestones, grouped by initiative. Unlike the Dashboard, this screen will show all milestones of your initiatives, regardless of Status, for all of your initiatives (a specific initiative is 'yours' when you are the owner or creator of the initiative, or when someone has added you as a team member to any initiative.) that have been assigned to you. You can also create Self-Assigned Milestones, by selecting 
.
Figure 25: Milestones
From this screen you can select a milestone and then use the icons in each row in the Actions and Delete columns to:
•View 
the detailed information of the milestone.
•Edit 
the milestone information.
•Select Show History 
to review the changes made to the milestone, including the user name and date/time of saved changes, and revert to an earlier saved revision.
•Delete 
a self-assigned milestone - delete initiative-based milestones on the Initiatives > Analysis > Training Needs Analysis > Milestones screen (if the TNA is not approved). Once you've selected OK to the confirmation message, an Undo button displays on the bottom left of the screen that allows you to revert the deletion.
Finding Milestones
If you can't find the milestone you're looking for, enter a search term in the Find: field and select Search. The table will list all milestones that contain your search term on the screen.
You can change the order of the milestone listed on the screen to find the relevant milestone. By default, the milestones are sorted by the Start Date. You can click on the column headers of each table to sort the entries by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted. Columns that are currently being sorted by are highlighted in gray. You can sort using more than one column at a time.
•To add a column to the sort, just click on a column header.
•To remove a column from the sort, click on a column header until the small arrows disappear and the column is no longer highlighted.
•To sort within a column, just keep clicking on a column header until you see the order that you want to see. Small arrows in the column header let you know which way the data is currently sorted.
Title The name or Title of the milestone. Each initiative has some predefined milestones in the Training Needs Analysis that you can edit or delete, as needed. LEAD automatically assigns milestones to the owner of the initiative, though you can reassign them to other users, as needed. You can also create self-assigned milestones on the Dashboard > Milestones screen. Assigned milestones will show on the Dashboard and Milestones screens. Start Date The expected Start Date of the milestone. End Date The expected End Date of the milestone. |
On the Milestones screen: •Select •Select View •Select Edit  Figure 26: Milestone Detail Screen
Any of these options opens the Milestone Detail screen, ready for you to enter, review, or update the fields below. Then select Save to save the changes to an existing milestone or to create a new self-assigned milestone and return to the list of milestones. Select the X at the top right of the pop-up to close the Milestone Detail screen or select Cancel to close the pop-up without saving any changes. Title The name or Title of the milestone. Each initiative has some predefined milestones in the Training Needs Analysis that you can edit or delete, as needed. LEAD automatically assigns milestones to the owner of the initiative, though you can reassign them to other users, as needed. You can also create self-assigned milestones on the Dashboard > Milestones screen. Assigned milestones will show on the Dashboard and Milestones screens. Initiative Title The full name or Title of the initiative. Location The Initiative Location or place where the milestone will take place or will be completed. Status The current Status of the milestone. The following Status options are available: Not Started, In Progress, Completed, Waiting, and Deferred. Assigned Users The Assigned Users link allows you to select the users assigned to complete or track completion of the milestone. Start Date The expected Start Date of the milestone. End Date The expected End Date of the milestone. Note The Note provides additional space for more information about the milestone. |