Each PM should be creating/editing 3 reports:

1. PM MS - Q1 2017 - Ops Milestones (current Q)

2. PM MS - Q1 2017 Q4 2017 - Ops Milestones (full year)

3. PM MS - Q2 2017 Q4 2017 - Ops Milestones (remaining Qs)

IMPORTANT: the naming convention HAS to be the same, please copy and replace with your initials, example:

PM MS - Q1 2017 - Ops Milestones

PM TW - Q1 2017 - Ops Milestones

Steps for Report #1

1. On your list of reports please look for Q4 Milestones (the one we created last quarter)

2. Edit the report

3. Make sure the status is all active and all finished. Edit the due date > time frame to Q1 2017 (Jan 1 - Mar 31)

4. Make sure the Operational Milestones have been set to display "is not blank"

5. Rename report, make sure is displaying the correct amount and share it with David and Jung

Steps for Report #2

1. Create new report named: PM MS - Q1 2017 Q4 2017 - Ops Milestones

2. Select tasks

3. Select _VisionTS

4. Select Departments

5. Project Manager > Look for your name

6. Select all active and all finished

7. Due date > time frame >Jan 1 - Dec 31

8.Click on add more filters > select Operational Milestones > set to display "is not blank"

9. Layout: table

10. Group by: Status Group and Operational Milestone (must be in that order)

Please review it, make sure it looks correct and share with David and Jung

Steps for Report #3

1. Create new report named: PM MS - Q2 2017 Q4 2017 - Ops Milestones

Please repeat all the steps for #2 :)

Due date > time frame >April 1 - Dec 31