After creating a Milestone Template, you can create one or many related Milestone Headers. A Milestone Header, when the Milestone Template is applied to a record, will result in a Tracked Milestone. When creating you set a Relative Start Date and, optionally, a Relative End Date. These dates are relative to the Start Date and End Date specified when creating a Milestone Template.
Creating Milestone Headers
- From existing or new Milestone Template, click New Milestone Header
- Add Name
- Select Start Date Calculation (see below for information on calculation types) and enter a Relative Start Date. Repeat for End Date Calculation and Relative End Date
- Note: Specifying an End Date is not required. If left blank, the End Date of the created Tracked Milestone will be the same as the Tracked Milestone Start Date
Percentage: Percentage of the overall record timeline, calculated based on the selected Start Date and End Date fields
Days After Start: Days after the record start date as defined by the selected Start Date field
Days Before End: Days before the record end date as defined by the selected End Date field
After creating a Milestone Header, you can either opt to create child Milestone Headers or child Milestones depending on the use case.
See here for Milestone Header Selection Criteria