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Enabling project evaluations for Milestones

Add a Milestone default calculated series

First, we need to enable project evaluations for milestones to capture the percent complete field as a series in the data table.  Project evaluations allow project based elements, like Initiatives and milestones to have series in a data table.

Click on **System Settings**\
 Open **System Setup**\
 Select **Project Evaluation** from Enterprise Features

From Project Evaluation click on the **Milestones tab**\
Then click the **Plus icon** to set up a default series for your Milestones element\
Under **Default Series Name** enter your new default series name, for example, ‘Percent Complete.’\
Select the **Data Type** for this new default series, for example, ‘Percentage.’

Click on the **Calculations tab**\
 Choose **Reference Series** as the Calculation Type\
 Choose **Current Element** as the Element\
 Click on **Calculated Percent Complete** as the Reference Field\
 Once you are done with your changes, click **Save**

Next, you will want to create milestones for your initiative.

Select **Scorecard & Elements** from your Control Panel\
Click **Manage Elements**\
Click on **Initiatives**\
Click on the **Plus icon**\
Under **Name**, enter the new milestone name, for example, ‘Add Website.’\
Once you are done with your changes, click **Save**

From your Initiatives locate the one you created in the previous step and click the **Pencil icon**\
Click on the **Milestones tab**\
Click on the **Plus icon**\
Under **Name**, enter the new milestone name, for example, ‘Create New Website Structure.’\
Click **Save**

Rolling up the Milestone Percent Complete to the Initiative

After adding Milestones to our Initiative, we need to enable project evaluations for Initiatives. This will allow us to aggregate the Milestone Percent Complete series at the Initiative level.

Open **System Settings**\
Click on **System Setup**\
Click on **Project Evaluation**

Click on the **Initiatives tab**\
Click on the **Plus icon** to set up a default series for your Initiatives element\
Under **Default Series Name** enter the new Initiative name, for example, ‘Percent Complete.’\
Under **Data Type**, select Percentage\
Once you are done with your changes, click **Save**

We’ve added this default series without a calculation. In the next steps, we will add a calculation that aggregates the milestone Percent Complete values for our specific Initiative.

Add an Initiative Default Series Calculation

Go to your Initiative with the milestones you’d like to aggregate\
Click the **Pencil icon** to edit the Initiative\
Click on the **Calculation tab**\
Select **Aggregate Series**

For this example, use the following values:

Under Scorecard select **Elements in all Scorecards**\
Under **Aggregate Element** select Initiative\
Under **Select Initiatives** select All Initiatives\
On **Series Name Match Type** select Series name equals…\
Under **Series Name** enter the series name, in this example ‘Percent Complete.’\
Under **Aggregate Type** select Average (Mean)\
Once you are done with your changes, click on **Save**

Setting up a Milestone roll-up using project evaluations - Revamped

Enabling project evaluations for Milestones

Add a Milestone default calculated series

Add Initiative and Milestones

Rolling up the Milestone Percent Complete to the Initiative

Add an Initiative default Series

Add an Initiative Default Series Calculation