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Plan & Project Management

Create and manage milestones

Mark key commitments and track the planned work that demonstrates each milestone is ready.

4 min read  ·  Last updated: August 2026

Create a milestone

  1. Open Milestones and select New.
  2. Enter the required milestone name and target date.
  3. Select an owner and, where used, a project phase.
  4. Optionally select an anchor Plan item and prerequisite Plan items.
  5. Add the acceptance criteria, then continue through the editor to save the milestone.
PulseBuild Milestones workspace with status filters and New action
The milestone workspace supports status-based review and card or list views.
PulseBuild Create Milestone form with name, target date, owner, phase and prerequisite Plan items
Capture the target, ownership and acceptance criteria in the milestone editor.

Review milestone health

Use milestone status and linked Plan-item progress to identify work that is pending, in progress, completed or overdue. Update the target date only after the underlying schedule has been reviewed.