Milestones & Deliverables template

The Milestones & Deliverables template is an easy-to-use, flexible and centralised solution for planning project milestones, defining deliverables and tracking progress from initiation to approval. Configure key information such as owners, start and end dates, status, effort estimates, acceptance criteria and roll-up percent complete. Simply edit and adapt to suit your programme or project roadmap.

Use a Calendar Screen to view key dates across milestones and deliverables, or a Board Screen to visualise status at a glance, such as ‘Not Started’, ‘In Progress’, ‘For Approval’ and ‘Completed’. Configure Workflows for real-time notifications, for example when a deliverable is due next week or when an approval is required.

Understanding milestones and deliverables

Milestones mark the big moments in your plan; deliverables are the tangible outputs that prove progress. Simple idea, but in practice they can become scattered across spreadsheets, slides and emails.

On one level, milestone and deliverable management is about creating a single source of truth. Capture the essential data—what’s due, who’s doing it, when it’s needed and how you’ll know it’s done. Add structure with a work breakdown structure (WBS) so every work package rolls up neatly to a milestone.

Why this matters is straightforward: visibility and accountability. When owners, acceptance criteria and approval steps are clear, teams align faster and stakeholders stay informed. With percent complete and roll-ups, you can spot schedule risks early and keep delivery predictable.

To operate at an expert level, make your data accessible and consistent. Replace ad-hoc notes with clearly documented scope, requirements and AC (acceptance criteria). Keep everything in a centralised database that updates in real time as work progresses.

Gridfox is here to help you manage milestones and deliverables with clarity, control and confidence.

Why Gridfox Milestones & Deliverables?

We pride ourselves on making Gridfox intuitive and accessible for everyone. Our Milestones & Deliverables template embodies that ethos. As soon as you spin it up, you’ll have a set of preconfigured tables, relationships and screens that get you tracking progress instantly.

The beauty of this template is its adaptability. Unlike rigid, off-the-shelf tools, you won’t be stuck with fields you don’t need. Start with the defaults, then tailor fields, screens and workflows as your governance model evolves. Add calculated roll-ups, extra filters or new relationships as your project scales.

As you grow more comfortable, extend the template to suit your delivery framework. Want additional views for executive reporting? Easy. Need granular filters for critical path analysis? No problem. Whatever your methodology—agile, hybrid or waterfall—Gridfox has you covered.

Here’s a breakdown of some of our key Milestones & Deliverables template features.

The Breakdown

• Milestones table (with roll-ups & filters): Capture the milestone name, owner, start and end dates, status and percent complete—plus a Roll-up Percent Complete that aggregates from linked deliverables. Filter by timeframe, status or owner to focus on what matters this week or quarter.
• Deliverables (with approvals & AC): Define each deliverable with description, effort estimate, start and end dates, status and owner. Record AC (acceptance criteria) so quality is unambiguous, and track Approved By and Approved On for clear governance.
• Work Packages & WBS Dictionary: Structure your plan using Work Packages with WBS Codes and descriptions. Link them to Deliverables and reference the WBS Dictionary for consistent definitions and scope boundaries across the project.
• Scope & Requirements: Document scope items and link them to deliverables and requirements. Capture requirement descriptions and acceptance criteria so delivery teams know exactly what “done” looks like.
• Stakeholders & RACI Matrix: Map stakeholders and clarify responsibilities with a RACI role field (Responsible, Accountable, Consulted, Informed). Connect stakeholders to deliverables to streamline communication and approvals.
• Dashboard: Get an at-a-glance view of milestone status, upcoming deadlines and workload distribution. Use charts to visualise deliverables by status, owner or work package, and a mini grid to scan recent activity.
• Board: See all deliverables on a colour-coordinated Kanban board. Drag and drop cards between ‘Not Started’, ‘In Progress’, ‘For Approval’ and ‘Completed’ to keep the plan current in seconds.

Find the Milestones & Deliverables template in the Gridfox Templates gallery.

Who’s going to love it?

Project managers, programme leads and PMOs who need a reliable, real-time view of milestones and deliverables across teams and timelines.

Delivery managers, product owners and engineers who want clear acceptance criteria, simple approvals and lightweight status updates without wrestling with spreadsheets.

Sponsors and stakeholders who value transparent governance—knowing what’s in scope, what’s at risk and what’s already approved.

It’s ideal for cross-functional teams (big and small) who want visibility over owners, dependencies and overall progress across work packages and milestones.

Think of our templates as the perfect leg-up for getting started with your project plans.

Ready to level up your project delivery? Use the Milestones & Deliverables template—free—in the Gridfox Templates gallery.