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Procore

What are Milestone Dependencies in Portfolio Financials and how do I set them?

 Note
The information in this FAQ applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Answer

Milestone Dependencies allow you to establish a relationship between two milestones so that you can track and maintain project schedules more efficiently. For example, a 'Construction Start' milestone can be dependent on the date for the 'Drawings Complete' milestone. If the forecast date for 'Drawings Complete' is adjusted by 10 days, the forecast date for 'Construction Start' will also adjust by 10 days.

Notes:

  • You cannot set a dependency for the first milestone listed, as nothing precedes it.
  • You can only set a milestone dependency when adding a new milestone manually, as opposed to from a template. 

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