Milestone Templates Management

Edit Milestone Templates

To edit Milestone Templates, follow the steps below:

  1. From the left-hand navigation links, select Milestone Templates.
  2. On the Milestone Templates screen, click on the Milestone Template to edit.
  3. Click on the Edit button in the top-left of the screen. This opens the Edit Milestone Template screen.

  4. On the Edit Milestone Template, Make any necessary changes and click on the Save button.

Note: Users can only edit templates with a Draft status.

Delete Milestone Templates

To delete Milestone Templates, follow the steps below.

  1. On the Milestone Templates screen, click on the Milestone Template that needs to be deleted.
  2. Click on the Delete button in the top-left of the screen which opens the Confirmation window.
  3. Click on the Delete button on the confirmation page.

Note: Users can edit templates only with the Draft status.

Add Milestone Templates to Group

To add milestone templates to groups, follow the steps below.

  1. Select published template(s) by clicking on the checkbox.
  2. Click on the Add to Group option from the top menu bar.

  3. On the Add to Group screen select one or multiple groups by clicking on their respective checkboxes.
  4. Click on the Add to (number of groups) Groups button.

Publish Milestone Templates

To publish Milestone Templates, follow the steps below:

  1. On the Milestone Templates select a template with a Draft status
  2. Click on the Publish button in the top-left of the screen.
  3. Click on the Publish Milestone Template button in the Please Review Milestone Template window.

Note: Milestone Templates with Draft status can be published.

Retire Milestone Templates

Milestones at the Global level are retired in all data hierarchy levels. Suppose users want to continue to track a milestone after retiring it at the Global level. In that case, users must make a copy of the milestone at the Sponsor level or lower before retiring the milestone at the Global level.

To retire a Milestone Template, follow the steps below:

  1. On the Milestone Templates screen, select a milestone template in the Published state.
  2. Click on the Set to Retired button from the top menu bar.
  3. On the Set to Retired screen mention a reason to retire a template (optional), and click on the Set to Retired button.

Copy Milestone Templates

To copy Milestone Templates, follow the steps below:

  1. Select a template to copy by clicking on the checkbox of the particular template.
  2. Click on the Copy button from the top menu bar.

  3. On the Copy Milestone Template screen, click on the Create button.

Note: The milestone templates with Draft and Published status can be copied, only one at a time.

Export Milestone Template at the Global Level

Users can export a list of all Milestone Templates within the Milestone Templates library that have been created within the CTMS.

To export the miltestone templates, follow the steps below:

  1. From the left-hand navigation links, click on the Milestone Templates which opens the Milestone Templates window.
  2. Click the Export button.

  3. For the CSV or XLSX file formats, select either of the following:
    • Current Page: This option will export data on the existing page of the Contacts screen.
    • Custom: Here, specify the number of records to be exported by either clicking on the up and down arrows or entering the number of records since it is a free-text field.
  4. Click Export.

  5. The exported file displays the milestone data in the ‘Milestone tab’