Milestone acceptance tracker
Close every milestone against its agreed criteria, with the evidence, version, reviewer and acceptance date recorded before the invoice goes out.
- Industry
- Technology-Oriented Consulting, IT Services, MSPs and Dev Shops, Management and Strategy Consulting
- Team
- Operations, Finance
- Use case
- Project management
- Tags
- Approval workflow Client delivery
Template preview
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Overview
What this template supports
A milestone tracker for project and transformation teams that bill on milestones. It records each milestone with its workstream, acceptance criteria, criteria met, evidence, client reviewer, version submitted, due date, acceptance date, fee, invoice status and any blocking item. It includes a complete table view, a status board and saved views for the acceptance queue, billing status and blocked or disputed milestones and sample evidence files.
- Acceptance queue board
- Criteria met against criteria total
- Billing status view
- Blocked and disputed milestones view
- File attachments for evidence packs
How to use this template
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Review the workflow
Confirm the stages from Planned to Invoiced, and Changes requested and Disputed, match how your clients accept work.
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Plan your records
Decide which milestones, criteria, reviewers and fees your team needs to track.
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Decide who has access
Invite the people who update records and confirm what each person can view or edit before sharing anything outside your team.
Frequently asked questions
What does Milestone acceptance tracker help me do?
Close every milestone against its agreed criteria, with the evidence, version, reviewer and acceptance date recorded before the invoice goes out.
What is included in this template?
It includes Acceptance queue board, Criteria met against criteria total, Billing status view and Blocked and disputed milestones view.
Who is this template designed for?
It is designed for Operations and Finance teams working in Technology-Oriented Consulting, IT Services, MSPs and Dev Shops and Management and Strategy Consulting.
What should I review before using this template?
Confirm the stages from Planned to Invoiced, and Changes requested and Disputed, match how your clients accept work. Decide which milestones, criteria, reviewers and fees your team needs to track.
How can I explore the template?
Browse the table and Kanban screenshots to compare the views and inspect how records are organized.