Edit a Milestone

You may edit any of a milestone’s fields as long as the milestone has not yet been approved.

To edit a milestone:

1. 1 Click on the milestone’s title (on the Milestones table).
2. 2 Click on the Title and Note fields to edit them.
3. 3 Hover over and click on the Milestone Classification field to change it.
4. 4 To modify the Start Date and Target Completion Date fields, click on the field, click on the calendar icon, and select the correct date.
5. 5 Click on the Cost Approved and Associate Contribution fields to change them, if necessary.
6. 6 To edit the Training Type field:
   • a. Hover over the field and click on the search icon.
   • b. Click on Look Up More Records.
   • c. On the Look Up Record screen, click on the X in the Search field to clear the field.
   • d. Scroll down to find a better category, and click the blank space to its left to select it.
   • e. Click on Add on the bottom of the Look Up Record screen.
7. 7 If you are ready to approve the milestone, click on the Approved field to change the No to Yes. Note: Once you approve the milestone, several fields will be locked and you will not be able to make changes in them. These fields include:
   • Title
   • Note
   • Milestone Classification
   • Approved
   • Training Type
   If you would like to save the milestone and approve it later, do not click on the Approved field. Click on the small blue save icon at the bottom right of the screen.
8. 8 To return to the main Case screen, do one of the following:
   • a. Click on the browser’s back arrow.
   • b. Click on the name under Case at the top of the screen.