Apply a Milestone Template to a Project in Portfolio Financials

The Milestones section in Portfolio Financials allows you to keep track of high-level milestones for the project, such as the 'Project Start' and 'Project End' dates.Milestone Templates allow you to apply a template containing a list of milestones for more efficient project setup and consistent milestone reporting across projects.

• Required User Permissions:

  • 'Full Access' to the project or higher.

• Additional Information:

  • You cannot apply a template if milestones other than the Project Start and Project End have been added to the project, unless you delete the other milestones. See Delete a Milestone in Portfolio Financials.

• Milestone templates must be added to your account by Procore. If you need a template added, please contact your Procore Customer Success Manager or Procore Support.

Note: See a quick screen recording in the Demo section below.

1. Navigate to the project you want to apply a milestone template to.

2. In the Milestones section, click Apply Milestones Template.
   Note: This button will not show if there are any milestones other than Project Start and Project End. You must delete the other milestones before being able to apply a template.

3. Select a template from the Choose a Template drop-down menu.

4. Select baseline dates for each milestone by clicking into the Baseline Date fields and selecting dates from the calendar.

5. Click Apply.