Monitoring and Milestone Tracking

Overview

Deal Monitoring provides a comprehensive, interactive interface to track all milestones within an individual deal. This ensures deal-specific visibility into key events and deadlines while enabling timely updates and risk mitigation actions.

Using the Deal Monitoring Grid View

Description

Located on the “Monitoring” tab of a Deal page, this grid displays all monitored milestones and includes fields such as name, due date, assignee, and status. Milestones can be updated directly within the grid or through a detailed side sheet.

Step-by-Step Instructions:

Step 1: Navigate to the Deal Page

Select a deal from your portfolio list or search by name.

Step 2: Open the Monitoring Tab

Click the “Monitoring” tab to view milestones for this deal.

Step 3: View Milestones

Each row includes:

• Milestone Name  

• Type  

• Due Date  

• Assignee  

• Status  

Step 4: Filter by Milestone Attributes

Use column filters or tabs to filter by:

• Milestone Type  

• Name  

• Date  

• Assignee  

• Status  

Step 5: Edit Milestones

Click any row to access the side sheet, allowing:

• Status updates  

• Assignee changes  

• Note entry  

• Attachments upload  

• Archiving/restoring milestones  

Advanced Use: Notifications & Time-Based Triggers

• Status Automation: Milestones automatically move to “In Progress” when the start date is reached and to “Overdue” if the due date passes without resolution.  

• Notifications: Assigned stakeholders are notified via email when milestones approach or pass deadlines, or when their status changes.  

• Watchers: Additional named stakeholders can be added as watchers to receive updates without assignment.