Phase milestone dates

Owned by Timothy Hitchcock
Last updated: May 11, 2023 by Mike Nelson (Unlicensed)
2 min read

Crows Nest helps you keep track of your phase milestone dates to avoid missed deadlines. You can create milestone dates with custom names that can be manually entered or automatically set when specific tasks are completed. Milestone dates can also be auto-calculated based on other dates. The default milestone formulas for auto-calculation are set globally but can be customized for individual projects as needed.

Phase Dates

To create new phase dates go to:
Settings → Options → Phase → Dates

 

If the Formula value is set to manual entry than it will be empty on projects until a user manually sets a date for it.

 

Any Date field that has a Description other than N/A will show on the General tab of the Project form.

 

Phase Dates can be altered on a specific phase by right-clicking a phase date.

Set Date is used to manually set a date for a phase. Set Formula works the same way as Set Date, only the user designates a formula rather than choosing a specific date.
If a date that is configured to be set by a default formula is set using the Set Date or the Set Formula features, than it will show as a manual override. This override can be removed by clicking Clear Override. This will cause the date to be set by it’s original formula.