Account Name
Warner Circus
Lush Style
Vegan Charm
Project Name Customer Start Date End Date Type
Project - Warner Circus - Web Warner Circus 01/10/2023 01/04/2024 Webpage
Project - Lush Style - Webpag Lush Style 02/11/2023 02/08/2024 Webpage
Project - Vegan Charm - WebpVegan Charm 21/10/2023 03/10/2024 Webpage
Description Status Priority Budget
Create website for product launDeveloping High 10000
Upload webpage content Running Medium 15000
Launch strategy Completed Low 5000
Target Completio
Milestone Name Related Project Date n Date Status
Domain configuration Project - Warner Circus - Webp 01/04/2024 In Progress
Web design Project - Warner Circus - Webp 02/04/2024 Not started
Content migration Project - Warner Circus - Webp 03/04/2024 Not Started
Assigned
Description To
Domain is purchased, configured and ready to use
Web design is completed and verified by the customer
Web content is migrated and verified by the customer
Field Name Data Type
Customer Lookup(Account)
Start Date Date
End Date Date
Type Picklist
Description Text
Status Picklist
Priority Picklist
Budget Currency
Description
A lookup field to associate the project with a specific account record.
The date when the project is scheduled to start
The date when the project is scheduled to be completed
A picklist field to indicate the type of project (e.g., Website, Ads, Social Media)
A text field to provide a brief description or summary of the project
A picklist field to track the current status of the project
A picklist field to indicate the priority level of the project (e.g., High, Medium, Low)
A currency field to specify the allocated budget for the project
Values
Ads
Social Media
Ended
Medium
Low
Field Name Data Type Description Values
Milestone Name Text Captures the name or title of the milestone. It provides a brief ident
Related Project Master-Detail (ProjectMaster-Detail field that links the milestone with the parent Project re
Target Date Date Represents the expected date by which the milestone is planned o
Completion DateDate Actual date when the milestone was successfully completed or acc
In Progress
Status Picklist Indicates the current status of the milest Completed
Description Text Allows for providing a brief summary or description of the milestone
Assigned To Lookup (User) Lookup field that associates the milestone with the user or team res
It provides a brief identifier or label for the specific task or achievement within a project.
with the parent Project record. It establishes a connection between the milestone and the project it belongs to, allowin
milestone is planned or scheduled to be achieved. It helps set a deadline for completing the milestone and serves a
ssfully completed or accomplished. It serves as a reference to measure the actual timeline against the planned target
cription of the milestone. It can include details about the specific task, objective, or outcome associated with the mile
with the user or team responsible for its completion. It helps assign ownership and accountability for the milestone's p
ect it belongs to, allowing for easy organization and tracking.
milestone and serves as a reference point for tracking progress.
ainst the planned target date.
associated with the milestone.
ility for the milestone's progress and successful execution.