# Milestone

A dated outcome, used as an objective (OKR).

The Data view CEO - OKR progress lists this table. Criteria describe success; Accountable identifies who answers for the outcome, while About identifies its subject. Tasks link this outcome to Metric Targets. Progress is an editable number, not a rollup. Diagnostics links Evaluation records; none of the three reviewed collection workflows calculates milestone progress.

## Use and boundaries

Field names below are the current product labels. `*` and `°` are UI markers, not database constraints. A preferred single-record selection is not a global cardinality constraint either. The related guide explains operational rules.

[Related guide](/systems/kpis-okrs/manage-objectives) · [All entities](/systems/kpis-okrs/entities)

[![Milestone in the current system](/systems/kpis-okrs/screens/milestone-outcome.png)](/systems/kpis-okrs/screens/milestone-outcome.png)

*Milestone in the current system*

## Fields

| Field | Storage | Source, options or boundary |
| --- | --- | --- |
| Name* | Text | Stored value. |
| Criteria* | Long text | Stored value. |
| Description* | Long text | Stored value. |
| Business Unit* | Linked records | [Organization (mirror)](/systems/kpis-okrs/entity-organization-mirror) |
| Start Date* | Date | Stored value. |
| Target Date* | Date | Stored value. |
| Achieved Date* | Date | Stored value. |
| Progress° | Number | Stored value. |
| Evaluation Policy° | Single select | task-completion-v1, kpi-average-v1, expected-pace-v1 |
| Diagnostics | Linked records | [Evaluation](/systems/kpis-okrs/entity-evaluation) |
| Lifecycle Status* | Single select | Draft, Proposed, Active, On Hold, Completed, Cancelled, Archived |
| About (Person)° | Linked records | [Person (mirror)](/systems/kpis-okrs/entity-person-mirror) · single selection preferred |
| About (Organization)° | Linked records | [Organization (mirror)](/systems/kpis-okrs/entity-organization-mirror) |
| About (Membership)° | Linked records | [Membership (mirror)](/systems/kpis-okrs/entity-membership-mirror) |
| Accountable* | Linked records | [Membership (mirror)](/systems/kpis-okrs/entity-membership-mirror) |
| Tasks | Linked records | [Task](/systems/kpis-okrs/entity-task) |
| Intakes | Linked records | [Intake](/systems/kpis-okrs/entity-intake) |
| Created By | Created by | Generated by Airtable. |
| Accountable (Business Unit) | Lookup | Accountable* → Business Unit |
| Intake Step | Formula | Computed; see formulas below. |
| Intake Check | Formula | Computed; see formulas below. |
| Created | Created time | Generated by Airtable. |
| Proposal Check | Formula | Computed; see formulas below. |
| Tags | Linked records | [op:tags](/systems/kpis-okrs/entity-op-tags) · optional labels from the Core Tags catalog; classification only. |

## Current formulas

Internal references are rendered as readable field names. These expressions describe current configuration, including its limitations.

### Intake Step

```text
IF(OR({Lifecycle Status*} = "Draft", {Lifecycle Status*} = BLANK()),
  IF(OR({Name*} = BLANK(), {Criteria*} = BLANK(), {Description*} = BLANK()), "Create - 1",
  IF(OR({Business Unit*} = BLANK(), {Accountable*} = BLANK()), "Create - 2",
  IF(OR({Start Date*} = BLANK(), {Target Date*} = BLANK()), "Create - 3",
  "Create - 4"))),
IF({Lifecycle Status*} = "Proposed",
  IF(OR({Name*} = BLANK(), {Description*} = BLANK()), "Proposal - 1",
  IF(OR({Business Unit*} = BLANK(), {Target Date*} = BLANK()), "Proposal - 2",
  "Review - 1")),
""))
```

### Intake Check

```text
IF(IS_AFTER({Start Date*}, {Target Date*}), "⚠ Start after target. ", "") &
IF(IF({About (Person)°}, 1, 0) + IF({About (Organization)°}, 1, 0) + IF({About (Membership)°}, 1, 0) > 1, "⚠ More than one subject. ", "") &
IF({Business Unit*} & "" != {Accountable (Business Unit)} & "", "⚠ Accountable outside Business Unit. ", "") &
IF({Evaluation Policy°}, "", "⚠ No evaluation policy.")
```

### Proposal Check

```text
IF(OR({Name*}=BLANK(),{Description*}=BLANK(),{Business Unit*}=BLANK(),{Target Date*}=BLANK()),"⚠ Complete the proposal.","")
```


## Example and maintenance

Illustrative example: “Improve response quality” has a quarter-end Target Date and explicit acceptance criteria. Its linked tasks carry measurable targets.

Use the existing fictitious records to inspect relationships in the guide. Before changing fields, check lookups, formulas, intakes and workflow contracts. This page documents structure; a field does not prove that an integration populates it.