> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Partner Milestone Template Admin — User Guide

> Configure partner milestone templates: build ordered milestone sets and apply them to partner progress workflows.

## Overview

Partner Milestone Template Admin is where you build the milestone templates that
structure partner progress. A template is an ordered set of milestones; you can
create and edit it, reorder its entries, activate it, deprecate it when it is no
longer needed, and optionally scope it to a specific partner type. You manage
templates from the CE partner surfaces at **/ce/contacts**.

## Prerequisites

* Your organization must have the Community Engagement module enabled (contact your
  admin if unsure).
* You need access to the CE partner surfaces (`ce.contacts.view`) plus
  partner-administration permissions — see the [admin guide](./ce-06-en-01-admin-guide.md).

## What you can do

* Create, edit, reorder, activate, and deprecate milestone templates.
* Optionally scope a template to a partner type.
* Keep historical partner records readable after a template is deprecated.

## Common workflows

### Create and order a milestone template

<Steps>
  <Step title="Open the milestone templates surface">
    Go to **/ce/contacts** and open the milestone templates configuration.
  </Step>

  <Step title="Create the template">
    Add a new milestone template and its milestone entries.
  </Step>

  <Step title="Set the order">
    Reorder the entries so they run in the sequence partners should follow. The order
    you set is saved as the template's `display_order`.
  </Step>

  <Step title="Activate the template">
    Mark the template active. It becomes available for selection in partner workflows,
    with its order and active state persisted.
  </Step>
</Steps>

### Scope a template to a partner type

<Steps>
  <Step title="Open the template">
    Edit the milestone template you want to limit.
  </Step>

  <Step title="Assign a partner type">
    Set an optional partner-type scope on the template.
  </Step>

  <Step title="Save">
    The partner-type constraint is saved and enforced when templates are selected for
    partner workflows. Templates left without a partner-type scope remain available
    for all partners.
  </Step>
</Steps>

### Deprecate a template

<Steps>
  <Step title="Open the template">
    Edit the template you no longer want offered.
  </Step>

  <Step title="Deprecate it">
    Mark the template deprecated. It is removed from new partner-workflow selection
    paths.
  </Step>

  <Step title="Confirm history is intact">
    Partners that already reference the template keep their records — deprecated
    templates remain readable on existing partner history.
  </Step>
</Steps>

## Troubleshooting

* **The feature isn't available.** Confirm your organization has CE enabled and you
  have the required permissions.
* **A deprecated template still appears on a partner.** That's expected —
  deprecation hides a template from new selections only; existing partner history is
  preserved.

## Related

* [Admin guide](./ce-06-en-01-admin-guide.md)
* Source spec: `specs/ce/specs/CE-06-EN-01-partner-milestone-template-admin.md`