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PJMS: Project Milestone

ReferenceEntity Reference16/04/2026Updated 16/04/2026
The PJMS entity represents a project milestone tracking key deliverables, payments, approvals, and schedule targets within a project.

PJMS: Project Milestone

The PJMS entity represents a project milestone tracking key deliverables, payments, approvals, and schedule targets within a project.

Default definition. This article describes the default PJMS definition shipped with DemandFlow. Administrators can add, remove, rename, or re-type fields, change which ones are required, and alter the layout from the Definitions screen in Settings. Your tenant's current schema may differ from what is shown here. To read the current definition at any time, GET the DEFINITION object whose id matches PJMS.

Entity properties

PropertyValue
Entity codePJMS
Display nameProject Milestone
PluralProject Milestones
Level50000

Use cases

PJMS represents significant checkpoints within a project (PJ), linked via comboKey SUB|PJ. It is more detailed than the generic MILESTONE entity, with extensive financial tracking (payment amounts, invoice details, penalties, bonuses) suited to contractual project milestones. The milestoneType field (Deliverable, Payment, Approval, Phase Gate, etc.) classifies the nature of each milestone. RAG status with colorMap provides visual schedule health. Date tracking includes planned, actual, and variance fields. The financial panel supports payment milestones with currency, terms, and invoice tracking, plus penalty/bonus structures for contractual obligations. Risk assessment and issue tracking are embedded directly in the milestone rather than as separate related entities, keeping milestone-specific concerns self-contained. Notes and file attachments support evidence gathering for milestone sign-off.

Fields

General

FieldTypeRequiredNotes
_df_sortOrdernumberSort Order.
_df_predecessortextPredecessor.
nametextYesMilestone Name.
descriptiontext (multi-line)Description.
milestoneTypesingleselectMilestone Type.
statussingleselectYesStatus.
ragStatussingleselectYesRAG Status.
priorityenumPriority. Valid ids: Critical (Critical), High (High), Medium (Medium), Low (Low).
percentCompletenumberPercent Complete.
plannedEndDatedateYesPlanned Date.
actualEndDatedateActual Date.
daysVariancenumberAutomatically calculated variance between planned and forecast/actual dates. Read-only.
dependenciestext (multi-line)Dependencies.
ownerreference → userMilestone Owner.
approverreference → userApprover.
stakeholderstext (multi-line)Key Stakeholders.

Deliverables & Criteria

FieldTypeRequiredNotes
deliverablestext (multi-line)Key Deliverables.
linkedSdelsarray of references → SDELLink this milestone to one or more deliverables from sales orders (SCON). Completing the milestone can then signal fulfilment of those deliverables.
acceptanceCriteriatext (multi-line)Acceptance Criteria.
qualityMetricstext (multi-line)Quality Metrics.
testingRequiredbooleanTesting Required.
testingStatussingleselectTesting Status.
requiredDocumentstext (multi-line)Required Documents.
regulatoryRequirementstext (multi-line)Regulatory Requirements.
approvalRequiredbooleanApproval Required.
approvalStatussingleselectApproval Status.
approvalDatedateApproval Date.
approvalCommentstext (multi-line)Approval Comments.

Financial

FieldTypeRequiredNotes
hasPaymentbooleanPayment Milestone.
paymentAmountnumberPayment Amount.
paymentCurrencyreference → CURRENCYCurrency.
paymentTermssingleselectPayment Terms.
invoiceNumbertextInvoice Number.
invoiceDatedateInvoice Date.
paymentStatussingleselectPayment Status.
paymentReceivedDatedatePayment Received Date.
hasPenaltybooleanSubject to Penalties.
penaltyTypesingleselectPenalty Type.
penaltyAmountnumberPenalty Amount/Rate.
penaltyGracePeriodnumberGrace Period (days).
penaltyMaximumnumberMaximum Penalty.
hasBonusbooleanEligible for Bonus.
bonusAmountnumberBonus Amount.
bonusConditionstext (multi-line)Bonus Conditions.

Risk & Issues

FieldTypeRequiredNotes
riskLevelsingleselectRisk Level.
riskDescriptiontext (multi-line)Risk Description.
mitigationPlantext (multi-line)Mitigation Plan.
contingencyPlantext (multi-line)Contingency Plan.
hasIssuesbooleanHas Active Issues.
issueDescriptiontext (multi-line)Current Issues.
issueResolutionPlantext (multi-line)Resolution Plan.
escalationRequiredbooleanEscalation Required.
escalationLevelsingleselectEscalation Level.

Additional panels

  • Activity timeline panel attached.
  • Documents. Field attachments.

Relationships

  • Lookups: linkedSdels points at an array of SDEL records; paymentCurrency points at CURRENCY record.

Creating a Project Milestone via the API

POST /v1/objects
Authorization: Bearer <your-pat>
Content-Type: application/json

{
  "entity":   "PJMS",
  "level":    50000,
  "comboKey": "SUB:<your-sub-id>|ENT:",
  "name": "Example",
  "status": "",
  "ragStatus": "",
  "plannedEndDate": "2026-01-01"
}

Listing PJMS records

# All project milestones in your tenant
GET /v1/entities/PJMS/SUB

See also

pjmsproject milestoneproject milestonesprojectmilestone

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