Milestones Professional Basics Videos

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.

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.

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.

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.

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

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?

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

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

Working with MS Project

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 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.

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.

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.

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.

Working with Oracle Primavera P6

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 (starting in Milestones Professional 2017) refresh your information.