Video: Vertical Links (Dependencies) with Milestones Professional

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Covid-19 Notice

Due to the Covid-19 virus, KIDASA Software, Inc. is temporarily telecommuting to the office for employee safety. Here are some changes that will be taking place:

• We will continue to process orders. We recommend buying electronic (download) versions of our software for the time being. You can still purchase physical copies, but we won’t send the physical copy until we resume normal work conditions. If you purchase a physical copy, you will still receive an email with a keycode that you can use on the downloadable version from our downloads page
• Our phone numbers are unavailable for support. If you need phone support, use our contact form with a callback number, or send an email to support@kidasa.com with a callback number
• Our support and sales email is still functioning as normal. Email support@kidasa.com with any questions about software usage, and sales@kidasa.com with any questions about purchasing

April 2020 Tips and Tricks

For these and more, view Tips and Tricks for April 2020

Working remotely
I started working remotely last month. Can I use my Milestones license on my personal laptop?

Horizontal connector size
I cannot figure out how to size the connectors to fit the height of my task row. I can size the symbols on either end but cannot make the connector fit in the row.

Chart comparison
When I refresh a Milestones schedule from an updated Excel file can I get a report to see the difference between the original file and the updated file.

Scroll-Lock affects arrow keys
I am trying to move symbols to different outlines within the row but holding down shift and then using the arrow to go up or down. This normally works but is not currently working for me.

Change a symbol’s color
How can I change the color of an individual symbol on the schedule?

Change the color of horizontal bars
How can I change the color of an individual bar on the schedule?

Hide the dates on summary lines
When I roll-up all lower-level task bars to the summary line, I would like to hide the symbol dates. Is this possible?

No change or unexpected changes after schedule refresh
Only some of my project tasks are refreshing!

Hyperlinks not working
When I try to launch the symbol hyperlink, the linked Excel file will not open. What is wrong?

For these and more, view Tips and Tricks for April 2020

Upgrade to Milestones Professional 2019

Click here to Upgrade to Milestones Professional 2019 for only $149 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2019” page.

Upgrade to Milestones Simplicity 2019

Click here to Upgrade to Milestones Simplicity 2019 for only $55 (if you already own any version of Milestones Simplicity). To see what has changed, check out our “What’s New in Milestones Simplicity 2019” page.

Join the Milestones Professional Users LinkedIn Group

For anyone interested, there’s a free Milestones Professional user group on LinkedIn you can join to share best practices, network with other users, and maybe learn some tips along the way from other experienced Milestones users. To join, head over to the following website and click Join: https://www.linkedin.com/groups?home=&gid=6796817
Note: This user group is an unofficial group run by Milestones software users, and is not managed by KIDASA Software, Inc. A free LinkedIn account is required to join the group.

Video: Show Status on your Schedule

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Upgrade to Milestones Professional 2019

Click here to Upgrade to Milestones Professional 2019 for only $149 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2019” page.

Upgrade to Milestones Simplicity 2019

Click here to Upgrade to Milestones Simplicity 2019 for only $55 (if you already own any version of Milestones Simplicity). To see what has changed, check out our “What’s New in Milestones Simplicity 2019” page.

February 2020 Tips and Tricks

For these and more, view Tips and Tricks for February 2020

Percent Complete pie color
When using the Percent Complete SmartColumn, how do you change the color of the pie chart that appears?

Link a Microsoft Project schedule to my Milestones chart
I generated a MS Pro file by hand based on the data in one of my MS Project Files. I just opened MS Pro and begin placing Milestones and Bars in a blank file. The items I placed were based on data within my MS Project File. Is there a way to link the dates on my Milestones Professional schedule to Microsoft Project so I can later update the data in my MS Pro File (the milestones and bars) automatically if the dates in my MS Project File change?

Set Percent Complete for Several Tasks
I really need to set the % complete for individual bars on my schedule. I know I can set them on individual task rows and then roll them up, but frankly I really don’t want to set up an outlined schedule. Is there any way to do this?

Hourly schedules
One of my date headings is set in daily increments. When I add a symbol under a day, it is always set at noon. How can I control where it is set?

Anchor text to a symbol
Is there a way to anchor a freeform text to a symbol?

Remove page breaks
How do I get rid of my page breaks?

Insert page breaks
I need a couple of page breaks in my schedule so that I can have a couple of short pages. Is this possible?

Percent complete is different than Microsoft Project
When I import a Project file, the percent complete readings are not the same in Milestones. Why is that?

For these and more, view Tips and Tricks for February 2020

Join the Milestones Professional Users LinkedIn Group

For anyone interested, there’s a free Milestones Professional user group on LinkedIn you can join to share best practices, network with other users, and maybe learn some tips along the way from other experienced Milestones users. To join, head over to the following website and click Join: https://www.linkedin.com/groups?home=&gid=6796817
Note: This user group is an unofficial group run by Milestones software users, and is not managed by KIDASA Software, Inc. A free LinkedIn account is required to join the group.

Video: Symbol Text and Symbol Notes

Find out how to add and modify Symbol Text and Symbol Notes on your schedule in Milestones Professional.

Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!

Upgrade to Milestones Professional 2019

Click here to Upgrade to Milestones Professional 2019 for only $149 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2019” page.

Upgrade to Milestones Simplicity 2019

Click here to Upgrade to Milestones Simplicity 2019 for only $55 (if you already own any version of Milestones Simplicity). To see what has changed, check out our “What’s New in Milestones Simplicity 2019” page.

November 2019 Tips and Tricks

For these and more, view Tips and Tricks for November 2019

FreeForm Text at an Angle
I would like to show Freeform Text Vertically down the right side of the schedule. Is this possible?

Place a date and time stamp as a footer
How can I place a date and time stamp on the schedule, in the lower left corner (as a footer?)

Make symbol text transparent for all symbols
Is there any way to setup Milestones so that every symbol always comes up in transparent? I have to change them constantly and would like to know how to set the default up permanently.

Indentation for outlining
When I increase the outline level of a task, the column text automatically indents, and the text no longer fits in the cell. How can I prevent this?

Import Microsoft Project files directly into PowerPoint
I want to bring my Microsoft Project data into Milestones and then create a PowerPoint presentation. Is there a quick, easy way to do this?

Show date and text on same line for a symbol
I have a few symbols on my schedule for which I would like to display both the start date AND the text on the same line on the left side of the symbol. Is there a way to combine the symbol text and the date?

For these and more, view Tips and Tricks for November 2019

Join the Milestones Professional Users LinkedIn Group

For anyone interested, there’s a free Milestones Professional user group on LinkedIn you can join to share best practices, network with other users, and maybe learn some tips along the way from other experienced Milestones users. To join, head over to the following website and click Join: https://www.linkedin.com/groups?home=&gid=6796817
Note: This user group is an unofficial group run by Milestones software users, and is not managed by KIDASA Software, Inc. A free LinkedIn account is required to join the group.

Video: Link symbols back to MS Project

Do you already have a great looking schedule built in Milestones Professional?

Or do you want to add just a few extra milestones to your schedule that is already linked to MS Project?

See how to link individual symbols back to MS Project using our right click > Link to Active MS Project Task feature in Milestones Professional.

Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!

Upgrade to Milestones Professional 2019

Click here to Upgrade to Milestones Professional 2019 for only $149 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2019” page.

Upgrade to Milestones Simplicity 2019

Click here to Upgrade to Milestones Simplicity 2019 for only $55 (if you already own any version of Milestones Simplicity). To see what has changed, check out our “What’s New in Milestones Simplicity 2019” page.

September 2019 Tips and Tricks

For these and more, view Tips and Tricks for September 2019

Wizard cut off at bottom
I am using my laptop which has a resolution of 1600 by 900. When using the Setup Wizard, the screen is cut off at the bottom. What could be causing this and how can I fix it?

Different chart titles on each page
How can I add a different title to each schedule page?

Custom stoplight column
We would like to create a SmartColumn using a column (Number4) from Microsoft Project using the following user-defined values ranges to display values, symbols, text and colors.

Symbol text too far away from symbol
My symbol text is spaced too far away (vertically) from my bar.

Flag tasks that are nearing completion
How can I display symbols to indicate which tasks are, for example, 50%, 75%, 90% complete? I want to show which tasks are complete, which ones haven’t started and so on.

Hide a column
I have a symbol count column on my schedule I need, but I don’t want it to be seen all the time. Can I “hide” the column?

Start every schedule with the same toolbox
I have spent a lot of time working on my perfect toolbox. How can I have all my schedules start up with this same Toolbox?

Excel import is interpreting multiple lines as one long line
I am importing a simple Excel spreadsheet. My first row and second row are being imported as one long string of text. Any idea what’s causing the problem?

For these and more, view Tips and Tricks for September 2019

Join the Milestones Professional Users LinkedIn Group

For anyone interested, there’s a free Milestones Professional user group on LinkedIn you can join to share best practices, network with other users, and maybe learn some tips along the way from other experienced Milestones users. To join, head over to the following website and click Join: https://www.linkedin.com/groups?home=&gid=6796817
Note: This user group is an unofficial group run by Milestones software users, and is not managed by KIDASA Software, Inc. A free LinkedIn account is required to join the group.

Video: Copy Between Schedules

Check out the video below to see how to copy various objects between two Milestones Professional schedules.

Using this method, you can borrow certain things from other schedules, and even copy entire task rows.

Note: You will need first need to export your Primavera file as an XML file before you can refresh from that XML file.

Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!

Upgrade to Milestones Professional 2019

Click here to Upgrade to Milestones Professional 2019 for only $149 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2019” page.

Upgrade to Milestones Simplicity 2019

Click here to Upgrade to Milestones Simplicity 2019 for only $55 (if you already own any version of Milestones Simplicity). To see what has changed, check out our “What’s New in Milestones Simplicity 2019” page.

June 2019 Tips and Tricks

For these and more, view Tips and Tricks for June 2019

Picture disappears
I added a picture to my schedule. However, as soon as I add the picture it disappears before I have a chance to re-size it.

Download a past version
I need to download version 2015. Where can I find it on your website?

Above and below the bar symbols
How do I add a downward pointing triangle, arrow or other symbol to the toolbox so that when added, it adds the milestone below or above or below the bar? I want to have a bar with several milestones above it but may also want to show milestones below the bar.

Appendix instead of Page
Can Milestones display the page numbering other than with the word “Page”? When I include a Milestones schedule in my report, it is in the appendix. Thus, I would like the pagination to say “Appendix” instead of “Page.”

After-status colors
Is it possible to have the symbols and bars change automatically when the status is complete? I want to show a circle when a task is incomplete and have it change to a diamond when it’s complete.

Calculate BCWS using baseline duration
When calculating BCWS as the budget column multiplied by percent duration to the current date, can I use percent duration of baseline to the current date?

Change the names of the months
How can I change the default name of each month as it appears in the date heading?

Choose default symbols and bar to use for summary tasks
I want to change the symbols used for the summary bars. How do I do this?

For these and more, view Tips and Tricks for June 2019

Join the Milestones Professional Users LinkedIn Group

For anyone interested, there’s a free Milestones Professional user group on LinkedIn you can join to share best practices, network with other users, and maybe learn some tips along the way from other experienced Milestones users. To join, head over to the following website and click Join: https://www.linkedin.com/groups?home=&gid=6796817
Note: This user group is an unofficial group run by Milestones software users, and is not managed by KIDASA Software, Inc. A free LinkedIn account is required to join the group.