Creating Multiple Milestone reports and displaying them separately on a dashboard

[JAddy744]

Hi

For the last 6 years we have had one Milestone Path that we use on all major projects. However, I am ramping up for a very large campaign coming up that will involve several projects that will have very different milestones.  So, I created a new milestone path and a new project template.  I have associated the new project template with the new milestone path.  Currently when use the milestone view on the project screen I only see the original Milestone Path and none of the new test projects I created with the new milestone template. How do I create a dashboard that only contains this New Milestone project view for my C-suite?  They want to be able to check in on the project without having to ask for updates.

[Sven-iX · Accepted solution]

Hi @JAddy744 

So I take it you're using the "Milestone" View  when in a Portfolio or Program or building a project report for a dashboard. 

The milestone view automatically groups projects by the associated milestone path. This also applies to Reports.

Check your template/projects that they are in the correct portfolio/program. If you're working on report, check the report filters.

If that still doesn't work - attach a screenshot if you can. 

[Edwin_Melgar]

@Sven-iX  is correct.  I suspect that if you have only used 1 milestone path for all other projects, that your new projects may be at the bottom of the list or on a next page if you 2000+ projects.

If you build a report, then you can add a filter for Project > Milestone ID = X.

[Edwin_Melgar]

Another suggestion is to create a filter on the Project screen so you can filter on this screen without having to create a report.