How do I request a Milestone extension?
- Jordana Norring
Sometimes there is just no way to complete all the requirements for a milestone before its deadline. In those cases, we have an optional “task” within each milestone for you to request an extension. A good reminder for requesting an extension is when you see the yellow banner that your milestone deadline is approaching.
It’s quick and easy to request milestone extensions directly on the platform within the Operations phase of a project. While in M1 or M3, you’ll see an optional “Request Milestone Extension” task (note that milestone extensions are not available for M2). When you click on that task, a “Send Email” button will appear in the right column.
Clicking on the “Send Email” button will open a pop-up form so you can easily send a milestone extension request to our Deal Processing team. Our team will quickly review your request. Note: For faster reviews, please include your reason for needing an extension in the “Custom Note” field.
We will email you back if we need any additional information. A comment will be added to the Operations phase when the milestone deadline has been extended.