General

Training: Basics pt 1 – Check out this training video (35 min) that covers part 1/2 of the Basics of Milestones Professional

Training: Basics pt 2 – Check out this second training video (36 min) that covers part 2/2 of the Basics of Milestones Professional

Tips and Tricks #1 – Check out our first set of Tips and Tricks for Milestones Professional.

Tips and Tricks #2 – Check out our second set of Tips and Tricks for Milestones Professional.

Layout

Schedule Size – Learn about setting your schedule layout to the appropriate size in this Milestones Professional video.

Row Height / Rows per Page – Learn about changing the height of your rows, and the number of rows per page in Milestones Professional.

Toolbox

The Toolbox: Introduction – Learn about the Toolbox in Milestones Professional (that thing on the right side of the screen with all the symbols and bars).

The Toolbox: Modify Symbols – Learn about modifying symbols in the Toolbox in this video. We recommend watching the Toolbox Introduction video first.

The Toolbox: Modify Bars – Learn about setting up Bars on your Toolbox, so that you can use them on your schedule.

Building a Schedule

Add Symbols and Bars to your Schedule – Learn about adding symbols and bars using the large Plus (+) tool and the small Plus (+) tool in this video.

Symbol Text and Symbol Notes – Learn how to add symbol text and symbol notes

Create a Custom Bitmap Symbol – Learn how to use a bitmap picture (.BMP) as a custom Symbol

Create a Swimlane Schedule – Learn how to create a Swimlane Schedule easily

Create Phase Bars – Learn how to create Phase Bars in Milestones Professional

Moving Symbols and Bars – Learn how to move symbols and bars to different dates, or to different rows

Copy information between schedules – Learn how to copy Pictures, Task Rows, Toolbox + Toolbox Rows, and a Legend between schedules

FreeForm Text – Learn about the T tool in Milestones Professional, and how to use it to add FreeForm text

Formatting Cells – Learn about changing the background of cells, adding a border, and making cells look merged

Vertical Symbol Position – Moving Symbols and Bars vertically within the same row

Add a Stoplight Column – Check out how to add a Stoplight Column to your schedule, which can help you show status easily.

% Percent Complete / Status – See how to show Percent Complete / Status on your task rows and your task bars

Vertical Links (Dependencies) – See how to add vertical links (dependencies) between your tasks

Insert a Baseline – See how to baseline your schedule

Vertical Text – See how to add vertical freeform text, vertical symbol text, and vertical column text

Date Settings

Custom Date Format – Change the date format in a Milestones Professional Schedule

Attach a Date Heading to a Task Row – Starting in version 2017, you can attach Date Headings to any Task Row in Milestones Professional.

Date Headings – Learn about Date Headings

Logarithmic Date Headings – Logarithmic Date Headings allow you to expand certain time periods, while shrinking other time periods.

Sharing your Schedule

Export a PDF with Bookmarks – Did you know you can add Bookmarks to your schedule to make it easier to navigate the PDF that you save?

Share your Schedule –  You can share as PDF, PowerPoint, Image File, or just share your schedule file

Working with MS Project: Importing

Flagging and Filtering your Project before Importing – Decide what to import from MS Project before you start the import process.

Import from MS Project: Let the Wizard Guide You – Check out our step-by-step importing option from MS Project. Also see how to set up Custom Symbology during the import.

Import from MS Project: Coded Presentation Timeline / Birds on a Wire – Coded Presentation Timeline uses a single Text field in your Project file to assign finish dates to different colored swimlanes in Milestones Professional.

Import from MS Project: Coded Finish Dates – Coded Finish Dates uses a single Text field in your Project file to assign finish dates to their own rows

Import from MS Project: Custom Import Template – Learn how to create a Custom Import Template

Import from MS Project: Coded Symbols and Bars – This coded import option allows you to mark each task in MS Project to tell Milestones how to import the task, and which row to place it on.

Working with MS Project: Tagging Symbols and Rows

Link to MS Project: Manual Tagging (Rows) – Link existing Milestones tasks back to MS Project, or add tasks from MS Project into an existing Milestones schedule.

Link to MS Project: Manual Tagging (Symbols) – Link existing Milestones symbols back to an MS Project task

Working with MS Project: Refreshing (Updating) your Milestones Schedule

Refresh from MS Project File – With this video, you learn how to update a Milestones Professional schedule from MS Project

Refresh from Multiple MS Project Files – With this video, you learn how to connect a single Milestones Schedule to Multiple MS Project files, using our Nickname feature.

Append Tasks during MS Project Refresh – See how to add missing tasks to your Milestones schedule during the Refresh process.

Working with MS Project: General

Change / Replace your UniqueIDs – Find out how to change / replace the UniqueIDs that your schedule uses.

Check your Symbol Tags – Watch how to find all of the tags on your schedule, and even to search for specific UniqueIDs.

File Compare – Learn how to compare tagged files in Milestones Professional with our File Compare feature.

Quick view – See our new Quick view feature, which lets you quickly see the contents of an .MPP or .XER file

Working with Oracle Primavera P6

Milestones Professional 2021: Import, Link, and Refresh from Oracle Primavera P6 – Learn how to link symbols in Milestones Professional to an exported Oracle Primavera P6 XER file, import from that file, and Refresh from that XER file

Milestones Professional 2019: Link to Oracle Primavera P6 – Learn how to link symbols in Milestones Professional to an exported Oracle Primavera P6 XML file (Exported with MS Project Schema).

Working with MS Excel

Microsoft Excel Import (and Refresh) – Learn how to import information from Microsoft Excel and refresh your information.