Milestones

A milestone is a moment, not a span — a deliverable, gate or sign-off with a single date.

Three types

• Milestone — a key date (e.g. "UAT sign-off")
• Gate — a stage-gate that requires formal approval to pass
• Deliverable — an artifact that's handed over

Pick the right type when you create — Sageon Business styles each differently on the Gantt and in reports.

Create a milestone

From a project → Plan → Milestones → + New milestone:

• Title (e.g. "UAT sign-off")
• Type (Milestone / Gate / Deliverable)
• Baseline date — original planned
• Forecast date — current best estimate
• Value — £ value (used for earned value tracking)
• RAG status (optional)
• Description

Status lifecycle

Each milestone moves through:

• Not due — planned, not yet at date
• At risk — forecast slipping
• Delivered — done
• Missed — date passed without delivery

Sageon updates not due → at risk automatically based on the gap between baseline and forecast.

Milestone value progress

The project Overview shows milestone value delivered (e.g. "£3M of £27M"). This is the most honest single number for "how far through the project are we?" — better than % complete which can be gamed.

Or ask Sage

"Add a milestone for Customer Portal: UAT sign-off, baseline 30 June, forecast 30 June"

Sage will draft and confirm.

Tips

• Keep milestones meaningful. A project with 80 milestones is really a task list. 5-15 is usually right.
• Forecast honestly. Baseline drives reports; forecast drives reality. Update forecast as soon as you know it's slipping.