9 Milestone Dates Tab

9.1 How Payment Settings Affect the Milestone Dates Tab

The payment settings you selected on the payments sub-tab of the Settings Tab affect how dates are entered on the Milestone Dates Tab.

• Pay Monthly for Work Completed: If you selected pay monthly for work completed, at either the task or study level, the Milestone Dates Tab will allow you to enter the actual dates that milestone events occurred.

• Pay for Work Completed upon Milestone Achieved or Pay Fixed Fee upon Milestone Achieved: If you selected to pay for work completed upon milestone achieved or to pay a fixed fee upon milestone achieved, you will need to enter the actual dates on the Milestone Dates Tab.

• Enter AP Only (sets AP to EV): If you selected Enter AP Only, you will need to enter the actual dates on the Milestone Dates Tab.

9.2 Entering Milestone Dates

The Milestone Dates Tab is used to enter actual dates for milestones that have been achieved during a specific time period.

To enter milestone dates:

1. Navigate to the Milestone Dates Tab.

2. Review the list of milestones. For any milestones that have been achieved during this period, enter the date the milestone was met by typing the date in the box or by clicking the calendar icon to select a date.

3. The expected milestone date is provided for reference and comes from the plan currently designated as the Baseline Plan for the study you are tracking.

4. Enter all dates as necessary and click Save. The far right column displays the variance between the expected and actual dates.