FAQs in this section
Is the Project Milestones module available in the Sales Professional edition?
What is a project milestone?
How can I create a project milestone?
Can I create a project milestone from a project?
How can I export a project milestone record?
How can I create a project milestone from Quick Create?

How can I print a project milestone record?

Follow these steps to print a project milestone:
  1. Click the Menu icon.
  2. Go to the Projects tab.
  3. Select the Project Milestones module.
  4. Open any project record.
  5. Click the More button.
  6. Click the Print button.
  7. You can perform any of the below options:
    • Edit & Export - You can edit the document and export the project milestone to your local system.
    • Email with PDF - You can email the project milestone record as a PDF to the vendor.
    • Print - You can print the project milestone and keep a hard copy.
    • Save as PDF - You can save the project milestone as a PDF on your local system.
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