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Milestone manager

Manage contract milestones and link them to deliverables.

The Milestone Manager breaks a contract into milestones — often tied to payments or deliverables — and tracks their completion.

Manage milestones

  1. Open a contract’s milestones and add one with its due date.
  2. Use Link Products to Milestone to tie deliverables — see Selected Items for this Milestone.
  3. Set the payment terms for the milestone (e.g. Due on Receipt or Payment Due Days).
  4. Track completion as the contract progresses.
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