Check milestone progress before a valuation is approved
Confirm the programme has genuinely hit its milestone, cross-check it against the earned value, and only then approve the valuation that releases funds against it.
How it works, step by step
3 steps across the platform - what you do at each one, and why it matters.
Check the milestone against the programme
ScheduleOpen the schedule and confirm the milestone the valuation is claimed against has actually been reached, not just is close.
Why: A milestone claimed a week early and paid against is money released for work not yet done, and it is awkward to claw back.
Read the earned value to date
ValueCheck the value earned to date against what has been spent and what was planned, so the milestone claim is consistent with the wider cost picture.
Why: A milestone can look reached on the programme while the cost and earned-value picture tells a different story. Reading both together is what catches an inconsistency before it is paid.
Approve the valuation
FinanceApprove the valuation for the amount the milestone and the earned value actually support, noting any partial release against a milestone still in progress.
Why: An approval grounded in the programme and the earned value is one that stands up when funders or auditors ask what it was based on.