Milestone acceptance record
Present milestone evidence against the agreed acceptance criteria, record acceptance against a named reviewer, version and date, and hold the invoice until then.
- Industry
- Technology-Oriented Consulting, Management and Strategy Consulting
- Team
- Operations, Client services, Finance
- Use case
- Project management
- Tags
- Approval workflow
- Includes
- 1 database
Template preview
Included items
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Milestone acceptance tracker
Database · Embedded view: Acceptance queue (Milestones dashboard) · Requires sign-in
Overview
What this template supports
A milestone acceptance record for a client reviewer and the engagement partner. It shows the agreed criteria with done states, the evidence submitted against each, the criterion that is held, and the billing rule that releases the invoice. It embeds the Acceptance queue view of the milestone acceptance tracker database.
- Criteria checklist with done states
- Embedded Acceptance queue board
- Evidence per criterion table
- Held criterion callout
- Billing rule list
- Reviewer person rows
How to use this template
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Filter the board to one client
Create or choose a saved view of the milestone tracker for the client this record belongs to, and embed it before sharing.
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List the criteria and attach evidence
Copy the agreed acceptance criteria for the milestone, attach the evidence for each, and mark a criterion held when the evidence is missing or out of date.
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State the billing rule and the reviewer
Write the fee, the invoice trigger and the review window, name the client reviewer, and record acceptance only when the reviewer has given it.
Frequently asked questions
What does Milestone acceptance record help me do?
Present milestone evidence against the agreed acceptance criteria, record acceptance against a named reviewer, version and date, and hold the invoice until then.
What is included in this template?
It includes Criteria checklist with done states, Embedded Acceptance queue board, Evidence per criterion table and Held criterion callout.
Who is this template designed for?
It is designed for Operations, Client services and Finance teams working in Technology-Oriented Consulting and Management and Strategy Consulting.
What should I review before using this template?
Create or choose a saved view of the milestone tracker for the client this record belongs to, and embed it before sharing. Copy the agreed acceptance criteria for the milestone, attach the evidence for each, and mark a criterion held when the evidence is missing or out of date.
Who records acceptance?
Only the named client reviewer. The consultancy never records acceptance on the client's behalf.
Is any of the fee invoiced when some criteria are accepted?
Not unless the engagement partner and the client reviewer agree a split in writing. Otherwise the whole fee waits for acceptance.