01 · Project & Professional-Service Software

Milestone & Approval System

A workflow for submitting project deliverables for review and recording the approval decision.

A completed task list does not establish that a customer or authorised reviewer accepted the output. Milestone approval records that separate decision. Delivery teams can identify which version was reviewed and what changes were requested before dependent work proceeds.

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02

What it manages

Milestones can contain the deliverable reference, acceptance conditions, reviewer, due date and decision history. Approval is attached to a specific version. This differs from a general task list because it records whether the agreed output has been accepted or needs further work.

03

How it works in a business

The delivery team submits a milestone with the supporting files. The authorised reviewer checks it against the acceptance conditions and approves or requests changes. A revised submission retains the earlier decision, and later work can depend on the accepted milestone.

04

What SFn can customise

SFn can configure review stages, decision wording and authorised approvers. Project portals and document storage may be connected. Submissions, revisions and withdrawn approvals need a history so the team can identify exactly what was accepted.

05

Related & next step

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