T75 Milestone acceptance record
Milestone acceptance record
The acceptance record for the Order entry redesign milestone: five agreed criteria, the evidence submitted against each, and the one decision only Robert Lang can record. The milestone fee is not invoiced until his acceptance carries his name, a version and a date. Prepared by Tom Becker, PMO lead at Corbel Partners, for Robert Lang, chief operating officer at Thornbury Components, and Claire Dubois, engagement partner. Record as of Thursday, October 1, 2026.
Sample template: the firm, people, clients and figures are fictional, and the embedded view holds synthetic sample records.
Acceptance criteria and where each stands
Done means the evidence is attached and complete. It does not mean accepted: Robert Lang records acceptance himself, and nobody at Corbel records it for him. His acceptance of version v1.2 is not yet recorded.
Live example from the Dashboards app, shown with Thornbury Components' demo data. Block dates move forward each week, so they can differ from the sample dates on this page.
The acceptance queue
The board shows every milestone that is waiting on a client reviewer, grouped by status: Ready for acceptance, Changes requested and Disputed. Order entry redesign sits in Changes requested, owned by Tom Becker, priority Urgent, with the plant three test results as its blocking item. The columns that need a decision are Changes requested and Disputed. The view currently holds 11 records.
Before you share this page with a client
This sample board holds milestone records for several clients, including Northwick Insurance Group and Brennan & Shaw Distributors as well as Thornbury Components. Switch the embed to a view filtered to Thornbury Components before you send this page to Robert Lang or anyone at Thornbury.
Evidence per criterion
| # | Criterion | Evidence in v1.2 | Status | Note for the reviewer |
|---|---|---|---|---|
| 1 | Process map signed off | Signed order-to-cash process map | None | |
| 2 | New order form live at plants one and two | Go-live confirmations from plants one and two | Plant three goes live after its cutover date is set at steering | |
| 3 | Order entry error rate under 2 percent for two weeks | Order entry audit log: 1.8 percent at plants one and two on Sep 25, from 6.4 percent at the May 31 baseline | Plant three is not yet in the measure. Robert Lang to confirm plants one and two are enough | |
| 4 | User acceptance tests passed at all three plants | Plant one and two test results attached; plant three results came from an older build | Plant three results from the current build are required | |
| 5 | Order desk staff trained | Training register and survey results from Training rollout wave 1, accepted Sep 29 | None |
Criterion 4 is held: plant three results come from an older build
The first evidence pack included plant three test results from an older build, so criterion 4 cannot be accepted. Claire Dubois has held acceptance of criterion 4 and asked for results from the current build. Tom Becker owns the resubmission and will send the plant three results from the current build as version v1.3 by Thursday, October 8. Consequence: the milestone, due Sep 26, stays open and the $48,000 fee stays uninvoiced, including for the four criteria that do have evidence.
Billing rule for this milestone
Other Thornbury milestones due first
| Milestone | Status | Owner | Criteria met | Fee | What it waits on |
|---|---|---|---|---|---|
| Training materials library | Ready for acceptance | Amara Nwosu | 3 of 3 | $11,000 | Robert Lang's review, due Oct 3 |
| Tax code lookup configuration | Changes requested | Hugo Lindqvist | 3 of 4 | $18,500 | Corrected tax code mapping due from Corbel on Oct 5; two codes sit on the wrong plant ledger |
| Month-end close procedure | Disputed | Tom Becker | 3 of 4 | $17,000 | Finance says criterion 3 needs a quarter-end close; Corbel holds that the August close met it. Invoice on hold |
| Plant two cutover readiness | Evidence in progress | Tom Becker | 2 of 4 | $18,000 | Plant two report on trained super users, due Oct 8 |
Together with Order entry redesign, these five milestones carry $112,500 in fees that wait on a reviewer or on evidence due in October. Three more Thornbury milestones, Invoicing design, Customer master data cleanse and Collections workflow design, are still gathering evidence and are not listed here.
How to use this template
Keep one record per milestone. Attach evidence to each criterion, record acceptance only when the reviewer has given it, and keep the invoice held until it is recorded.
| Variable | Meaning | Required |
|---|---|---|
{{milestone.name}} | Milestone the record covers | Required |
{{client.name}} | Client organization the milestone belongs to | Required |
{{reviewer.name}} | Client person who accepts or rejects the milestone | Required |
{{version.submitted}} | Version of the evidence pack under review | Required |
{{criteria.rows}} | Acceptance criteria with evidence and status | Required |
{{milestone.fee}} | Fee released by acceptance | Required |
{{acceptance.date}} | Date the reviewer recorded acceptance | Optional |
If a required value is missing, show Needs review in its place and hold the page; never fill it with a guess. If the milestone records cannot be read, show Unavailable in place of the board.
The live Dashboards blocks on this page show the Thornbury Components demo profile. Point each block at your own client's profile, or remove it, before you share the page. Filter the embedded view to the same client as well.