FAQs in this section
Is the Project Milestones module available in the Sales Professional edition?
What is a Project Milestone?
How do I create a Project Milestone?
How do I create a Project Milestone from a Project?
How do I export a Project Milestone record?
How do I create a Project Milestone from Quick Create?
What are the columns that are visible in the List View?
What are Summary View actions?
What are the important fields in Project milestones?
What are the actions possible on a Project milestone record?
How do you change the template of a Project Milestone?
How do you create a Project Milestone from Quick Create?
What are the different ways you can view a Project Milestone record?
What are the different List View actions you can perform on the Project Milestone record?
How do I print a Project Milestone record?
Table of Contents
Follow these steps to print a project milestone:
To know more about Projects, Click here.
- Click the Main Menu.
- Go to the Projects tab.
- Select the Project Milestones module.
- Open any project record.
- Click the More button.
- Click the Print button.
- 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.
To know more about Projects, Click here.
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