Create and Manage Milestones

Milestones are target dates for events that are important to the business. Setting these dates in CA Agile Central is beneficial to program , product, project and development managers, as well as product owners and engineering directors to track critical dates.

A milestone could be a market event, a tradeshow, or even an important code deploy. The date is optional.

Best Practice: Use milestones to track progress towards deliveries and deadlines instead of tags or releases. Milestones offer more flexibility for tracking important dates throughout the CA Agile Central application.

The Timeboxes summary page displays the ID of the milestone, name, target date (optional), item count (lowest- level portfolio items) in the milestone, and a count of all projects irrespective of permissions .

Milestones includes the following topics:

Note: Use milestones to track progress towards deliveries and deadlines instead of tags or releases. Milestones offer more flexibility for tracking important dates throughout the CA Agile Central application.

Milestones are implicitly inherited by project children. If you associate a feature (lowest-level portfolio item) to a milestone, the milestone will not display on the child stories. Milestone goals are met when all children under the feature are completed.

  • In the example below, the Chicago Tradeshow milestone has a scheduled feature with child stories.
    feature stories for milestones
  • If you navigate to the feature's detail page, notice the milestones are listed in the Scheduled section:
    milestones listed in Scheduled section
  • However, if you navigate to one of the child stories listed under the feature, notice that the milestones are not displayed in the Scheduled section of the detail page:
    milestones not listed for child story
Important: If you do not want all child stories under a feature associated to a milestone, associate the individual stories and not the parent feature to ensure scheduled work items are properly associated to the milestone.

Consider the following about milestones:

  • Milestones can be associated to multiple work items
  • Work items can have multiple milestones
  • Work items and milestones must share the same project
  • Administrators can create milestones at the workspace permission level

card showing milestones

You can view or associate work items to milestones from many pages in CA Agile Central:

In the example below, the Portfolio Timeline shows a milestone for a tradeshow:

Portfolio Timeline for a tradeshow

Add Milestones

Note: In order to add a milestone, you must be a project editor for at least one project in the workspace. Learn more about permissions.

Follow these steps:
  1. To add a milestone, select Plan, Timeboxes.
  2. Select Milestones from the drop-down at the top of the page.
  3. Select Add New.
  4. Enter a name for the milestone. The name is limited to 32 characters.
  5. Enter an optional description for the milestone.
  6. Select a date for the milestone using the calendar selector drop-down.
  7. Select Add with Details. 
  8. Optionally, specify a Target Date or Color.
  9. Select one or multiple projects on the milestone detail page.

    To create a workspace-scoped milestone, select All projects in workspace to disable the other projects in the project picker .

    Screenshot of the project picker

  10. Select Create. The milestone will display in the grid.

Milestones on the grid are sorted by Date as the default in descending order, with the closest upcoming milestones listed first.

You can sort by Name, ID, and Date by selecting on the column header. Sorting does not persist when navigating to another page.

If you change the project of a milestone, any work item associations may be removed. You will be prompted to confirm or cancel the project change. Changes are recorded in the milestone's revision history.

Note: Even though a subscription or workspace administrator may have created a milestone, another user may change the name and date of the milestone at a lower portion of the project hierarchy .

Edit Milestones

Select the hyperlinked ID on the Timeboxes summary page to access the detail page. From the detail page you can edit the milestone's name or use the gear icon to print, delete, or add a new milestone.

The Milestones detail page has the following tabs:


From the Details tab, you can change the target date and associated projects.


From the Scheduled tab, you can view, edit, copy, or delete any associated portfolio items.

Scheduled tab

Additionally, you can select the Choose button to associate work items to a milestone.

choose work items to associate to a milestone

You can then choose work items to associate with your milestone from the chooser window.

choose work items to associate to a milestone


CA Agile Central systematically captures each field -level change any time you edit or update a work item and records changes on the Revisions tab.

Learn more about Revision History.


Two milestone charts are available on the Charts tab of the milestone detail page: a burnup and a cumulative flow diagram. These charts visually represent how work is progressing towards a milestone. Both charts display user stories and defects, including children of items in a milestone. For example, if a milestone contains a feature (portfolio item), the burnup chart includes points for all stories in the feature.

Both charts allow selecting points or count for the y axis. The count is the total of user stories and defects. Points are the sum of Plan Estimate values. Only user stories and defects with no children are included in the scope total. Portfolio items and epic stories are not counted.

Milestone Burnup

The milestone burnup chart shows how work is tracking to the target date. The blue line indicates scope and the green bars are the accepted work on a given date.

milestone burnup chart

From the Burndown Chart Unit drop-down menu on the right, you can select the count of user stories and defects instead of points, or you can select to view both points and count.

Burndown Chart Unit values

Milestone Cumulative Flow

The cumulative flow chart shows the flow of work in a milestone. This is helpful for Kanban teams or those looking for bottlenecks in the process. Elements in the chart legend are selectable to show/hide series on the chart. For example, it is easy to hide states to focus on parts of the workflow.

milestone cumulative flow chart

From the Cumulative Flow drop-down menus on the right you can specify the following:

  • Chart Unit: Select to view points or count on the chart.
  • Field: Select Schedule State (selected by default) or a custom drop-down list.
  • Shown States: Select the checkbox you want to display on the chart. You can select multiple states.

settings for milestones cumulative flow chart

Learn more about bulk editing.

Delete Milestones

You must be at least a project editor for all projects in the milestone to delete milestones. Deleting a milestone will not remove it from current work items, but a permanent deletion from the Recycle Bin will do so and is reflected in the items' revision histories. Deleting a milestone to the Recycle Bin only removes it from view in the CA Agile Central. The work item associations are preserved, so that you can display them again after a restore from the Recycle Bin.

From the milestone detail page, select the gear icon and select Delete.

milestone delete menu

Reparenting and Milestones

Use the project picker to select the projects to add to the milestone:

Screenshot of the project picker

If a work item is moved to a new project, the work item will keep existing milestones if they exist in the new project.

Copy Milestones When You Create a Project

When creating a project, select the Copy Milestones checkbox to inherit all milestones from its parent.

Bulk Edit Milestone Associations

You can add and remove existing milestones to portfolio items in bulk from the Portfolio Items page.

Follow these steps:
  1. Go to Portfolio, Portfolio Items.
  2. On the Portfolio Items page, select the portfolio items you wish to bulk edit.
  3. Select the gear icon and select Milestones.
  4. On the chooser, select or deselect the milestones you wish and select Apply.

add or remove existing milestones in bulk

Important: Milestones are scope-specific, so not having the global project picker options enabled to show parent or child projects will display only those rows where a bulk edit of milestones will succeed.

Filter by Milestones

Once added, you can filter work items by their milestones on the following pages:

Child work items are not filtered.

Select the Filter icon and select milestones as a filter option. After you select a value for the milestone, select Apply. Filters can easily be removed by selecting the filter icon and selecting Clear All and Apply.

selecting milestones as a filter

Milestone Examples

The following are examples of milestones.

Tradeshow Milestone

A product manager or product owner could create a milestone for a tradeshow that will showcase a new feature or enhancement.

Here's how a milestone can be created for a tradeshow:

  1. Create and name the milestone.
  2. On the Scheduled tab, create or choose the work item that will collectively need to be completed to meet the milestone.
    choose artifacts
  3. View the progress of the milestone on the Portfolio Item Timeline.

Code Deployment Milestone

An engineering director could create a milestone to track an important code deployment.

Here's how a milestone could be created for a code deployment:

  1. Create and name the milestone.
  2. On the Scheduled tab, create or choose work item that need to be completed to meet the milestone:
  3. Track the progress on the milestone using the burndown charts on the Charts tab.


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