Service Manager

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Working with Milestones

•About Working with Milestones

•Best Practice for Release Milestones

•Milestones Created by Templates

•Milestone Rules

•Creating Milestones for a Release

•About Milestone Workflows

•Modifying a Milestone

•Home 

About Working with Milestones

If you use a release template to create a release of type major, Service Manager automatically defines milestones. You can also create custom milestones from the Quick Actions menu, from the Milestones tab, or from the Schedule tab using the Gantt chart.

Best Practice for Release Milestones

We recommend the following when using milestones:

• Include risk assessment as an activity in the Planning milestone of a major release and document the result of the activity as attachment to the release.

•Include the confirmed availability of the required configuration item of the release as an activity within the Planning milestone.

•Include financial planning to ensure that the cost of the project is justified and approved as an activity in the Planning milestone. Include documentation of the financial analysis and approval process as attachment.

•Include the updates the CMDB with the post-release configuration item detail as an activity within the Release Review and Closure milestone.

Milestones Created by Templates

Release Template	Milestones Created
Major Master Location Based	Release and Deployment Planning Build and Test Release Service Testing and Pilot Release Review and Closure
Major Master Feature Based	Release and Deployment Planning Release Review and Closure
Major Phase Feature Based	Build and Test Release Service Testing and Pilot Deployment Preparation Deployment Early Life Support
Major Phase Location Based	Deployment Preparation Deployment Early Life Support
Major Standalone	Build and Test Release Deployment Deployment Preparation Early Life Support Release and Deployment Planning Release Review and Closure Service Testing and Pilot

Milestone Rules

By default, milestones are not created automatically for the release types of minor and emergency. You might decide as a rule not to create milestones for emergency releases because they are usually recorded after-the-fact. If the release type is minor, you might decide to create some of the milestones.

Release and deployment activities should be planned in stages as details of the deployment might not be known in detail initially. You have the option of creating milestones and adding information to a milestone record at any time in the release cycle. However, it is best to identify them in advance, even if you do not have all the information.

Good planning and management are essential to deploy a release, across distributed environments and locations, into production successfully. Milestones that are created as a result of selecting or applying a major release template have an associated workflow that triggers the first milestone in the sequence when the release status is set to active and the milestone status is set to active. As each milestone in the sequence is approved and set to completed, the next milestone in the sequence is initiated.

When a milestone is created for a release using the milestone templates and both the release status and milestone status are set to active, tasks and checklists are automatically created for the first milestone in the sequence. Add more information to each task record and identify a team and owner to work on each task. See Working with Tasks for more information about creating, working with, assigning, and canceling tasks, as well as task escalations.

By default, tasks are created for the IT, Application Development, and QA teams. When each task defined in the milestone is set to complete by the appropriate task owner, an approval notification is generated to the users defined in the Release Review Board. When the milestone is approved, its status is updated to completed.

You can then go to the next milestone in the sequence and update its status to active. Tasks and checklists for the next milestone in the sequence appear and notification is sent to the appropriate task owner teams. When those tasks are completed, again the approval notifications are generated. When the milestone is approved, its status is updated to completed.

After all the milestones defined for the release are in completed status, the release status is updated to closed.

Checklists are also created for each milestone record. You can add attachments to link to build and test plans that are referenced in the checklist and any other documentation that is needed for the milestone.

Add other activities, such as notes or emails, to the Activity History tab of the milestone record.

The cost of a milestone is calculated when all the tasks associated with the milestone are completed. The cost of a task associated with a milestone is calculated by multiplying the average cost of the actual effort by the average cost of the owner team assigned to the task. The cost of all the tasks associated with the milestone are rolled into the total cost of the milestone when the milestone is completed.

Upon completion of the tasks, the sum of the actual time spent on all the associated tasks in the milestone is also rolled up into the milestone record and shown in the Time field.

If you create a new milestone, there is no workflow associated with it. You need to add tasks to it and assign the tasks to appropriate owners.

Creating Milestones for a Release

If you use a template to create a major type of release, milestones are automatically created for you in the Milestones tab and in the Schedule tab of the release record.

You can create other milestones in addition to the defined ones or create new milestones for a release type other than major.

To create a milestone using the Schedule tab, see Using Gantt Charts. When you create a new milestone, it does not have any defined workflows or approvals associated with it. Work with your administrator to create a workflow for your milestone if you require an approval process for the new milestone.

1.Log in to the application as a Release Manager.

2.Open the release for which to create milestones.

3.From the milestone toolbar, click New Milestone.

4.Enter information into the fields.

Field	Description
Subject	The milestone name. Select from the drop-down list. Build and Test Release Building Closed Pilot Deploy Release to the selected group Deployment Deployment Preparation Early Life Support New Service Testing and Pilot Milestone Open Pilot Planning Release and Deployment Planning Release Review and Closure Milestone Milestone Service Testing and Pilot User Communication User Training
Description	A description of the milestone.
Sequence Order	The sequence number for this milestone. There is no workflow associated with the sequence order if you are creating an ad-hoc milestone; the sequence number is merely for your reference. The sequence number in the template-based milestones indicates the sequence in which the milestones activate.
Release Name Release Number	These fields are auto-filled from the release record.
Status	The status. Select from the drop-down list. A new milestone is set to pending status. No workflows are associated with the status value when creating an ad-hoc milestone; the status is merely for your reference. The Status field in the template-based milestones indicates the sequence in which the milestones activate.
Owner	Optional. The owner. Choose from the drop-down list. The default owner is the logged in user.
Environment	Optional. The environment. Choose from the drop-down list.
Started On Date / Time	Optional. The start date and time. The default is the current date and time.
Target End Date	Optional. The target end date. If you leave this field blank, the milestone duration shifts to encompass the end date of the last task. If you open the milestone form, you will notice that the target end date populates with the end date of the last task.
Estimated Effort	Optional. The estimated effort.

5.Repeat to add milestones.

6.Set the milestone status to active. When you update the status to active, tasks and checklists associated with the milestone appear and task notifications are sent to the appropriate task owner. To go to the parent release form from a milestone record, click Open in Parent on the toolbar.

7.Click Save.

•A milestone record is created and remains in pending state until you are ready to have it worked on by the owner.

•The milestone workflow triggers only when the status is updated to active, if it is defined for the release type of major.

About Milestone Workflows

The milestone workflows described here reference the default application. You can work with your administrator to create or modify the workflows to better meet your business and organizational needs.

Milestone workflows are defined for five combinations of the release type of major. The first specified milestone workflow in the sequence is invoked when the milestone status is updated to active. When the final milestone for the release is approved and the status is updated to completed, the release status is updated to closed.

Milestones are defined when you create a major type of release using a release template.

The milestone workflow starts when both the status of the release and the status of the milestone are updated to active.

When the milestone status is updated to active, checklist records and tasks are created for the milestone record. Notifications are sent to the appropriate teams to work on the tasks. When a task is completed, the QA team is notified. Finally, when the QA team sets the task status to complete, the users identified in the Release Review Board are notified to approve the milestone.

The Application Development team (AppDevEmailAddress), the IT team (ITEmail Address), and the QA team (QAEmailAddress) are generic teams with corresponding email addresses that are set up in global constants in the Configuration Console. Your administrator can add or modify these groups and email addresses associated with the groups.

When the Release Review Board approves the milestone, the status of the milestone is set to complete. Associated tasks and checklists for the next milestone in the sequence are created when the status of the preceding milestone is set to complete. After each milestone defined for the release is approved and the status is updated to complete, the release status is updated to closed.

The Build and Test Release milestone workflow is an example: (The workflow shown is by default. You might be using a workflow customized by your administrator.)

Build and Test Release Milestone Workflow

Modifying a Milestone

You can add additional information to a milestone before sending it to the assigned owner. When you are ready to have it worked on, update the status to active.

1.Log in to the application as a Release Manager.

2.Open the Milestones workspace.

3.Open the milestone record to work on.

4.Edit the information as needed.

5.Click Save.