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Convert an Activity to a Milestone

This article walks through how to convert an existing activity into a milestone in Planera.

Updated this week

Latest Update: 12-26-2025

This functionality is useful when activities that were originally milestones (for example, from an import or copy/paste) need to be represented as an Interim Milestone—without deleting and recreating them.

Convert an Activity to a Milestone

You can convert eligible activities into milestones directly from the schedule.

Before you begin

There are a few guardrails to be aware of:

  • Activities can only be converted in the Master Schedule (not the Field Schedule)

  • The activity must:

    • Have a status of Not Started

    • Have a duration of 0

Note: If these conditions are not met, the conversion option will be disabled.


Steps to convert an activity

  1. Locate the activity you want to convert in the Master Schedule

  2. Right-click the activity to open the context menu and select Convert to Interim Milestone

  3. Once selected, the activity will be converted into an interim milestone and displayed accordingly in the schedule

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