Video: Insert a Baseline
Learn how to insert a baseline into your Milestones Professional schedule.
This video also shows you how to set up your Baseline task and summary options as well.
See the video on YouTube below.
If you don’t have access to YouTube, check out our .MP4 Downloadable Milestones Professional Videos Page
Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!
April 2022 Tips and Tricks
For these and more, view Tips and Tricks for April 2022
Best way to set up a schedule for easy updating
What is the best way to approach creating a schedule in Milestones Professional so I can make global changes to symbols and horizontal bars currently on the schedule?
Can’t pick Project file name when refreshing
Usually when I go to refresh a Milestones Professional schedule from Project, I am asked to select the Microsoft Project file name. I have one schedule (only one!) which never prompts me to select a file and I wonder what’s going on. Any ideas?
Fiscal and calendar quarters

How can I have fiscal quarters and calendar year quarters, as shown above?
Hyperlink from schedule to document
I need to add a page of text explaining why any scheduled date has changed. Is there a way I can link “Milestones” to a “Word” document?
Find a string in one of my Milestones files
I often forget where I put my Milestones schedules and have trouble finding them. Help!
Remove password on my Milestones schedules
I would like to remove the password on all my Milestones Professional charts. I have approximately 12. Do I really have to send them to you to remove the password.
Password protecting your schedules
We keep our schedules in a shared folder on our server. Can we control who has access to each Milestones schedule?
Filter to bring in just part of a Microsoft Project plan
When I am importing an Microsoft Project plan, Microsoft Project loads all tasks (and Milestones) of the plan. That’s too much because the plan consists more than 2500 tasks. Only the major work packages, not every task are relevant to the report I want from Milestones Professional. Is there a way to only load certain tasks such as up to level 3?
For these and more, view Tips and Tricks for April 2022
Upgrade to Milestones Professional 2021
Click here to Upgrade to Milestones Professional 2021 for only $199 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2021” 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.
May 2023 Newsletter
/in News /by KIDASA SoftwareVideo: Bring over Symbol Text from Excel
Did you know there’s two ways to bring over Symbol Text if you’re importing from Excel? The first method involves using a column, and the second method involves linking the text directly back to Excel during Refresh!
Check out the video today!
Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!
May 2023 Tips and Tricks
For these and more, view Tips and Tricks for May 2023
Add a horizontal bar and symbol to an existing symbol
I have a symbol on my schedule and would like to add another symbol with a bar between them. How do I accomplish this?
Want solid connector (not dashed) after status date
How do I make the horizontal connector between the triangles solid and not dashed after the status line?
Work with a schedule with no columns
My schedule has no columns. How can I select a task row?
Working with color themes
I’m interested in Milestones Professional’s color themes feature. Where can I learn more
Eliminate the date stamp
How can I eliminate the Date that appears near the upper right corner of the schedule?
Suggested symbols and bars for “Birds on a Wire” charts
I like the “Birds on a Wire” charts I have seen made in PowerPoint. I know these are easier in Milestones. Can you give me a clue how to make mine look like this with Milestones (sample made in PowerPoint)?
Stoplight status indicators
How can I create a schedule with stoplight status indicators without reading the manual?
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?
For these and more, view Tips and Tricks for May 2023
Upgrade to Milestones Professional 2023
Click here to Upgrade to Milestones Professional 2023 for only $199 (if you already own any version of Milestones Professional).
To see what has changed, check out our “What’s New in Milestones Professional 2023” 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.
April 2023 Newsletter
/in News /by KIDASA SoftwareVideo: Outline Levels and Summary Bars
Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!
April 2023 Tips and Tricks
For these and more, view Tips and Tricks for April 2023
Task outline levels
I would like to outline my schedule. Where do I start?
Set symbols and other properties by summary level
I have a project with several outline levels. Can I use different symbols for the different outline levels? Can I change the shading too?
Always use transparent text

Is there any way to set up Milestones so that all the symbol text and dates are shown transparent (not opaque?) I have to change them constantly and would like to know how to set the default up permanently.
Eliminate gray bars in roadmap format
I have just imported from Microsoft Project using the Roadmap format. Can you tell me how to eliminate the gray bars in the resulting Milestones Professional file?
Create a template to use in with Microsoft Project
I want to create a single template I can use for multiple Microsoft Project files. Can I do this or do I have to have a template for each Microsoft Project file?
Exclude hidden tasks when filtering
I am making an upper level schedule, and am using the Split Summary Bar setting. I would like to filter the schedule so that I can exclude certain tasks and then show just the tasks I want on the summary bar. The problem is that when I filter, the summary bar is still showing the unwanted tasks.
For these and more, view Tips and Tricks for April 2023
Upgrade to Milestones Professional 2023
Click here to Upgrade to Milestones Professional 2023 for only $199 (if you already own any version of Milestones Professional).
To see what has changed, check out our “What’s New in Milestones Professional 2023” 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.
March 2023 Newsletter
/in News /by KIDASA SoftwareVideo: Finding Hidden / Invisible Symbols in your schedule
Sometimes your schedule can be full of hidden or invisible symbols. This video goes over a few different ways that there might be extra symbols on your schedule that you might not know about, and what they mean.
Check out the video today!
Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!
March 2023 Tips and Tricks
For these and more, view Tips and Tricks for March 2023
Highlight Changed Dates when Refreshing
Is it possible to highlight the milestones which have changed after running a Milestones refresh to update my presentation schedule with dates from Microsoft Project?
Locked Symbols
I have attached a chart that I created in Milestones Professional. This is a chart that is used for a lot of briefings for the government. Unfortunately my engineer and I opened it to make some changes and if you try a lot of the bars are locked and I cannot change the links or delete.
Copy a column of text from Milestones to Excel
I’m seeking help on how to export a column of text (Task Names) from Milestones Professional to Microsoft Excel.
Show only the month with the symbol
How can I make the symbol date show only the month?
Move a master schedule
I have moved a master schedule and its slaves to a different folder on my PC. How do I get it to update the links for the slave schedules so that the point to the new folder I’ve moved them too?
Angled symbol text
How can I show some of my text at an angle so I can get more information onto my crowded schedule?
No numbers below DataGraph
I have two data graphs on my chart. Since my timeline covers about 2 years, the data table associated with the graph is not legible. I would like to have only the graph with no data table. From what I can tell, the only options I have are Data Above the Graph or Data Below the Graph. However, I want to leave out the numbers entirely.
Using substitutable text strings and default symbol text
I’m making a “no-columns” presentation schedule. Is there an easy way to attach my task names as symbol text?
For these and more, view Tips and Tricks for March 2023
Upgrade to Milestones Professional 2023
Click here to Upgrade to Milestones Professional 2023 for only $199 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2023” 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.
October / November 2022 Newsletter
/in News /by KIDASA SoftwareVideo: Link to Active MS Project Task
Do you already have a Milestones Professional schedule, and you want to grab some tasks from an existing MS Project file quickly?
You should try “Link to Active MS Project Task” to bring over tasks easily from MS Project. Check out the video below:
Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!
October 2022 Tips and Tricks
For these and more, view Tips and Tricks for October / November 2022
Help finding “invisible” symbols
I have deleted some symbols from a schedule , but there are several blank symbols scattered around and I’m having trouble finding them.
Vertical connectors in the legend

Can I show a vertical connector in the legend?
Want the line to appear on top of the bar when graphed

I would like to have the red line appear on top of the blue bars. How is this accomplished?
Hide indicator symbols on blank lines
I have indicator symbol values that are “0”. How do I get Milestones Professional NOT to draw an indicator symbol on lines that are blank?
Add, Move, and Delete Freeform Text
Is there a way to add another header to the chart other than the title?
Copy the structure of a schedule only
Could you tell me if it is possible to copy the structure of a schedule without the data?.
Unidentified blue box

Specifying print size
I have the chart size set to 7.5″ horizontal and 5.5.” vertical. However, when I print the chart, it fills the entire page, rather than printing at the size I have specified. How can I get it to print using my specifications?
Standard curtains for all my projects
I would like the same curtains to appear on all of my schedules. How can I do this?
Special symbol needed

I would really like to show a symbol that looks like this one on my schedule. Is it possible?
Show percent symbol on a task row
I see that it is possible to add a pie symbol to a task row as a normal symbol. Can you tell me how to set this up?</p
For these and more, view Tips and Tricks for October / November 2022
Upgrade to Milestones Professional 2021
Click here to Upgrade to Milestones Professional 2021 for only $199 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2021” 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.
September 2022 Newsletter
/in News /by KIDASA SoftwareVideo: The Legend… of Milestones Professional
In this video, we show you how to add a legend, change the height, add items to the legend, modify them, and even add a legend entry from the toolbox!
Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!
September 2022 Tips and Tricks
For these and more, view Tips and Tricks for September 2022
Add pages to the schedule
How do I add a page to my schedule?
Rolled up symbol to show up on summary bar
How can I get one of the symbols on a lower outline level to show up on my summary bar?
Copy a task row from one schedule to another
How can I copy a task row from one Milestones schedule to another?
Move symbols and their connectors to another task row
Can I move or copy a bar on my schedule to another task row? If so, how?
Show vertical connections on top of bars
Could you tell me how to make the vertical links appear on top of instead of behind the task boxes? I’m sure it’s something simple.
Remove the border
How can I remove the border around the schedule?
Fiscal and calendar quarters
How can I have fiscal quarters and calendar year quarters, as shown below?
Copy toolbox rows
My schedule has several different colored bars. I want to set one up in the toolbox and then copy all the settings to another row so that I can then just set the colors. Is this possible?
For these and more, view Tips and Tricks for September 2022
Upgrade to Milestones Professional 2021
Click here to Upgrade to Milestones Professional 2021 for only $199 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2021” 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.
August 2022 Newsletter
/in News /by KIDASA SoftwareVideo: Background Colors in Milestones Professional
See how to change the global row backgrounds, schedule backgrounds, individual row backgrounds, and even cell backgrounds!
Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!
August 2022 Tips and Tricks
For these and more, view Tips and Tricks for August 2022
Change the color of horizontal bars
I need to change the color of horizontal bars on my schedule. How do I change the color of all bars of a certain type? How about if I just want to change an individual bar. Is this possible?
Earned Value with Milestones
How does Milestones Professional display the graph which indicates earned value elements, such as ACWP, BCWP, and BCWS?
Activity count
Is there an activity count somewhere, tracking milestones and/or discrete activities added to the schedule?
Shade multiple rows at one time
Can you tell me if there is a trick to shading multiple rows? I usually end up shading row by row.
Get rid of gridlines in your schedule
How do I hide the lines below an individual task row?
Graph a field not listed in the Project to Milestones wizard
I am bringing my Microsoft Project schedule into Milestones Professional. I want to graph a custom field I have in Project which is not listed on the DataGraph screens in the wizard. Is this possible?
Only part of schedule appears in PowerPoint
I used the Copy All Pages to PowerPoint feature to get my schedule into PowerPoint. Only part of each page of the schedule appears in PowerPoint. Any ideas?
For these and more, view Tips and Tricks for August 2022
Upgrade to Milestones Professional 2021
Click here to Upgrade to Milestones Professional 2021 for only $199 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2021” 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.
July 2022 Newsletter
/in News /by KIDASA SoftwareWe’re hard at work on our Newest Version!
Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!
July 2022 Tips and Tricks
For these and more, view Tips and Tricks for July 2022
Increase the number of task rows per page
How can I get more rows on one page? I want to get everything on one page. Right now I have 16 tasks but 4 are on a second page.
Move a symbol on a crowded schedule and get the exact date
I have a symbol I want to move that is very close to other symbols and connectors. When I try to move it, I often get other symbols instead. How do I move one symbol without accidentally moving others?
Toolbar bottom is cut off
The area where the graphic is located has a white background. That white background is overlapping the bottom of the menu bar and I cannot see the buttons when I select a task bar in the graphic.
Trouble pasting into PowerPoint
I have a 12 page schedule. When I use Copy all pages to PowerPoint, only 5 pages are copied. Then I get an error message: Trouble pasting this schedule into PowerPoint.
Turn off tooltips
When I hover over the toolbox, toolbox tips pop up. Is there any way of not showing toolbox tips….?
Unhide the Legend
I hid the legend and now I need to put it back on the schedule. After I hide the legend, how do I get it to reappear?
Vertical connections on a multi-page schedule
My schedule has many vertical connectors, connecting dates across pages. When I look at the connectors, it’s often challenging to determine which page they are connected to. Is there anything I can do to make this easier?
For these and more, view Tips and Tricks for July 2022
Upgrade to Milestones Professional 2021
Click here to Upgrade to Milestones Professional 2021 for only $199 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2021” 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.
May 2022 Newsletter
/in News /by KIDASA SoftwareVideo: Alternate Vertical Lines in Milestones Professional
See the video on YouTube below.
If you don’t have access to YouTube, check out our .MP4 Downloadable Milestones Professional Videos Page
Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!
June 2022 Tips and Tricks
For these and more, view Tips and Tricks for June 2022
Anchor text to a symbol
Is there a way to anchor a freeform text to a symbol or a task row?
Move a note along with the current date
Is it possible to attach a note on the date line so it moves with it as the “date now” is updated?
Vertical link to a symbol on the same task bar
Do you know how you can link to task within the same task bar? I would like to create a vertical link between two symbols on the same row.
Vertical link not working
I have added a couple of vertical links on my schedule but they do not appear.
Trying to find a symbol that is linked to a UID in Microsoft Project
Is there a way to view the unique id’s you have linked in your milestone chart?
Two colors for symbol text
Is it possible to use two different colors at the same time in symbol text? My symbol text is color coded to show which organization is responsible for each activity. Responsibility is shared for some activities. I’d like to make the text half green and half blue. Is there a way to do that?
Two digits for month and day
I’d like 2 digits for days and months (i.e.: 02/02/2003 and not 2/2/2003). How can I do this?
Work with dense schedules
I am trying to move and better organize the symbols and symbol text on in my schedule, which is very crowded. Do you have any suggestions?
For these and more, view Tips and Tricks for June 2022
Upgrade to Milestones Professional 2021
Click here to Upgrade to Milestones Professional 2021 for only $199 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2021” 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.
May 2022 Newsletter
/in News /by KIDASA SoftwareVideo: Vertical Text in Milestones Professional
You can have vertical column text, vertical symbol text, and vertical freeform text.
See how to do that, and some common formatting options for the vertical text in our newest video.
See the video on YouTube below.
If you don’t have access to YouTube, check out our .MP4 Downloadable Milestones Professional Videos Page
Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!
May 2022 Tips and Tricks
For these and more, view Tips and Tricks for May 2022
Remove line in middle of bar
Can you tell me how to remove the line in the middle of the bar? It seems to be at the schedule’s current date.
Apply a template to an existing schedule
When I apply a template to an existing schedule, the symbols and connectors do not look as I expected. What could cause this?
Change the default save location
I would like to change the default location where charts are saved. How can I do this?
Cleaner summary bar
On my Summary line is there any way to make the appearance cleaner? The Project 8 and Project 10 symbols are overlapping:
Baseline symbols
I have created a schedule for proposal purposes, and I want to turn it over to the execution team. The execution team wants to be able to maintain the original schedule bars, but include actual bars that they can status. What’s the best way to do this?
Automatic word wrap
I imported my Microsoft Project schedule but some of the text doesn’t show in the columns. I know I can increase the row height and see everything. Just wondering if there is an automatic way to do this.
Link two symbols to show a date range
If I want to link two symbols with a line to show a date range in dates, how do I do that? For example:
For these and more, view Tips and Tricks for May 2022
Upgrade to Milestones Professional 2021
Click here to Upgrade to Milestones Professional 2021 for only $199 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2021” 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.
April 2022 Newsletter
/in News /by KIDASA SoftwareVideo: Insert a Baseline
Learn how to insert a baseline into your Milestones Professional schedule.
This video also shows you how to set up your Baseline task and summary options as well.
See the video on YouTube below.
If you don’t have access to YouTube, check out our .MP4 Downloadable Milestones Professional Videos Page
Be sure to Subscribe to our Youtube Channel for all the latest and greatest Milestones software videos!
April 2022 Tips and Tricks
For these and more, view Tips and Tricks for April 2022
Best way to set up a schedule for easy updating
What is the best way to approach creating a schedule in Milestones Professional so I can make global changes to symbols and horizontal bars currently on the schedule?
Can’t pick Project file name when refreshing
Usually when I go to refresh a Milestones Professional schedule from Project, I am asked to select the Microsoft Project file name. I have one schedule (only one!) which never prompts me to select a file and I wonder what’s going on. Any ideas?
Fiscal and calendar quarters
How can I have fiscal quarters and calendar year quarters, as shown above?
Hyperlink from schedule to document
I need to add a page of text explaining why any scheduled date has changed. Is there a way I can link “Milestones” to a “Word” document?
Find a string in one of my Milestones files
I often forget where I put my Milestones schedules and have trouble finding them. Help!
Remove password on my Milestones schedules
I would like to remove the password on all my Milestones Professional charts. I have approximately 12. Do I really have to send them to you to remove the password.
Password protecting your schedules
We keep our schedules in a shared folder on our server. Can we control who has access to each Milestones schedule?
Filter to bring in just part of a Microsoft Project plan
When I am importing an Microsoft Project plan, Microsoft Project loads all tasks (and Milestones) of the plan. That’s too much because the plan consists more than 2500 tasks. Only the major work packages, not every task are relevant to the report I want from Milestones Professional. Is there a way to only load certain tasks such as up to level 3?
For these and more, view Tips and Tricks for April 2022
Upgrade to Milestones Professional 2021
Click here to Upgrade to Milestones Professional 2021 for only $199 (if you already own any version of Milestones Professional). To see what has changed, check out our “What’s New in Milestones Professional 2021” 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.