Thane Vajda, Customer Success Manager, walks through the Milestones feature in CxAlloy and the setup decisions that make it more effective across a project. Using a sample data center project, he covers how to structure status values, systems, and locations so milestone tracking works from day one.

What to expect:

• How to set up Milestones in a way that supports easier tracking from the start of a project
• How status values, systems, and locations affect milestone reporting
• Using zones and locations to track project phases or handover areas
• Building milestone collections that track progress across the full project or specific sections
• Combine equipment status and issue closeout into a single tracking view
• Using milestone filters, sorting, and item grids to give teams a clearer view of completion