Accessing the Milestone Info Report

Overview

In this guide, you will learn:

• How to access and view the Milestone Info Report
• How to filter milestone data by client, project, and date range
• How this report supports invoicing and tracking of project progress
  

Who Can Do This?

• PSA Admins
• Finance Managers
• Project Managers with access to Reports in Keka PSA

Pre-requisites

1. Project milestones must be configured under billing settings
2. Invoicing must be enabled for milestone-based billing

Step-by-Step Instructions

Navigate to the Report

1. Go to the Projects section in the left navigation pane.
2. Click on Analytics and then select Reports.
3. Under the Client & Project Reports category, click on Milestone Info.
   
   

Apply Filters

1. Select the desired Date Range to fetch milestones within a specific timeframe.
2. Choose the relevant Clients and Projects to narrow down the report view.
3. Click Run.
   
   

View Milestone Info Report

1. Review milestones along with project name, client, milestone name, start and end dates, estimated billing amount, and status.
2. Use this consolidated view for tracking milestone completion and scheduling invoices accordingly.

How It Connects with Other Modules

• Projects: Pulls milestone names, dates, and associated project info.
• Invoicing: Aligns estimated milestone billing with actual invoices generated.
• Clients: Enables filtering and grouping milestones based on client accounts.

FAQs

• Q: Can I export the Milestone Info Report?
  A: Yes, you can export the report in Excel format for further analysis.
• Q: Why are some milestones missing?
  A: Ensure the correct project and date filters are applied, and that the milestone is configured with billing details.
• Q: Can I edit milestone details from this report?
  A: No, this is a view-only report. Edits must be made in the billing configuration of the respective project.

Troubleshooting

• Milestones not showing?
  • Confirm the billing type is milestone-based for the selected project.
  • Ensure milestones fall within the selected date range.
• Billing amount incorrect?
  • Review milestone setup under the project’s billing configuration to verify estimates.

For a more in-depth understanding of Keka reports, click here Reports in Keka PSA