Skip to main content

How to Convert an Activity to a Milestone

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

Latest Update: 10-2-2026

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

Did this answer your question?