Milestones

Milestones mark key stages in a document's lifecycle. Upon creation of documents, targets, or study documents, milestones are automatically created for that object based on administrator defined criteria. When Congress Location date fields are updated, removed, or added, the dates for related Milestones update automatically. Milestones are then automatically marked as complete when the administrator defined completion criteria is met.

In addition to helping track document progress, you can use milestones to help manage document budgets. Budget Line Items records are automatically generated when milestones are completed. These line items calculate the amount due per completion of the milestone.