Edit or delete a milestone

Before an Initiative is approved to Active Tracking The Initiative approval process stage in which Initiative owners and system admins can update Initiative measure data and milestone status., its requestor, owner, and sponsor can edit or delete any of its milestones at certain points in the Initiative approval process. See Edit an Initiative for more information.

To edit or delete a milestone:

1. Open the Initiative’s plan file page.

2. On the plan file page, click the Milestones/Measures tab.
3. In the Milestones section, do any of the following as needed:
   • To change the milestone owner, select a new owner from the Owner field drop-down.
   • To change the milestone description, make edits in the Milestone field.
   • To change the milestone start date, in the Start Date field, click the calendar icon (), and select a new start date.

   • To change the milestone end date, in the End Date field, click the calendar icon (), and select a new completion date for the milestone.

     IMPORTANT: Ensure all milestone time frames fall within the Period Begin and Period End dates of the Objective with which the Initiative is associated.

   • To delete a milestone, select the check box to the left of the Milestone field. When you save changes, the milestone is deleted.

4. Click Save.