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Milestones and deadlines
A milestone is a dated item on a grant — an application step, a reporting deadline, an expected payment. Milestones are how Grant Center keeps track of everything a grant requires beyond its own application dates.
A milestone is a dated item on a grant — an application step, a reporting deadline, an expected payment. Milestones are how Grant Center keeps track of everything a grant requires beyond its own application dates.
Adding a milestone
- Open the grant and find the Milestones card.
- Click Add milestone.
- Give it a title, a date, and an expected amount if money is involved.
- Save.
A milestone is Open until you close it. Open milestones with a date count towards the deadline agenda and the overdue figures on your dashboard; closed ones drop out.
The deadline agenda
The Schedule & deadlines tab in the Grant Center collects every dated obligation across every grant into one chronological list — grant application dates and milestones together, grouped by urgency. Items with no date sort to the end rather than being hidden: an obligation with no date is a gap you should see, not a row that quietly disappears.
Giving a milestone a type
A milestone can be given a type, which turns it from a generic dated item into something the system understands:
Typing a milestone does not move, copy or re-create it. The same record gains extra detail, so anything already referencing it — an export, a report, a saved view — stays valid.
Nothing is typed automatically. A milestone does not become a payment just because it carries an amount, because that would silently change what your expected-income figures count.