Use the Preferences -RFP-Milestones screen to set up default milestones for your RFPs. These should be the common milestones that you routinely use for managing your key reviews and stages of your RFPs. Keep in mind that these are just defaults that will appear in the Add Milestone dialog box when you add milestones from the Projects -General screen. You can also create custom milestones and assign due dates for any milestone in the Projects > General screen.
Do the following to add default RFP milestones:
Select Preferences from the master drop-down list.
Open the RFP folder and click Milestones.
Do one of the following:
Add: Enter a milestone in the last row and click Save to create a new milestone.
Edit: Click the name of a milestone to edit it. Click Save.
Delete: Click Delete
to remove a selected milestone.
To restore the system default milestones, click Load
Defaults.
Milestones can also be added via the Projects
> General screen. Access this view and click Add
Milestone in the Project Milestones
section.