How to Close and Rate a Milestone

This article provides the Program Office and client users with the steps necessary to close and rate a milestone. This guide was created using Beeline Classic, non-client-specific configuration. Your specific setup is based on your company's configuration/visibility and may vary slightly from what is explained here.

To close and rate a milestone:

1. Navigate to your Beeline Enterprise Home screen.
2. Click the Simple Search pull-down selection arrow and select Search Projects.
3. Enter all or part of the Project number, Project name, or vendor in the search box. If you do not know this information, click the advanced search icon to display a list of all projects you have access to view.
4. Click the Number of the project record you want to open. The Project Profile screen appears.
5. In the Launch Pad section, click Milestones. The Milestones screen appears.
6. Click the Action drop-down arrow of the milestone you want to close.
7. Click Close Milestone.
8. Complete all of the required (*) fields.
9. Optional. Rate the milestone.

• Click the Positive Feedback icon (thumbs up) to indicate a positive rating.
• Click the Negative Feedback icon (thumbs down) to indicate a negative rating.
• Optional. Enter rating details in Comments text box.

10. Click OK. The Milestones screen reappears and displays, “Your changes were saved”. In the milestone section, the Status column updates to indicate the milestone is closed.
11. Click Return to go back to the Project Profile screen.
12. Click Return to exit the Project Profile and return to your Home screen.