In this article
Link Item to Template
To link an item to a milestone template, follow these steps:
- For each item you want to link to a milestone template, do the following:
- Select the Item No.
- Select the Milestone No.
Delete a Linked Item from Template
To delete the link between an item an a milestone template, follow these steps:
- Select one or more lines that you want to delete, and select Delete.
- When you are asked to confirm the action, select Yes.
Fields
This page contains the following fields:
Field | Description |
Item No. | Select the item to link to the milestone template. |
Item Name |
Displays the description for the item. |
Milestone No. | Select a milestone template. |
Actions
This page contains the following fields:
Field | Description |
Actions > Import/Export | |
CSV Files |
Select to import or export data using the CSV file format. For import file formats, see Milestone (Items). |