> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/milestones/milestone-templates.md. Every page is listed at https://admin.backed.giving/help/llms.txt.

> This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.

A milestone template is a reusable milestone: its title, its funding amount and the deliverables form
applicants complete. Milestone templates are kept under `Plan > Form templates > Milestones`.
`Milestone` is your organisation's own term if you've renamed it.

## Create a milestone template

1. Go to `Plan > Form templates`, open the `Milestones` tab and select `New Milestone Template +`.
2. Enter the `Title` and `Description`.
3. Under `How is the Milestone amount determined?`, choose:
   - `Fixed Amount`: a dollar `Funding Amount` set on the template, which can be changed for each
     application when the milestone is created.
   - `Form Field`: the amount comes from Currency fields the applicant fills in on the deliverables
     form. Choose the `Currency fields`; several are added together. Until the deliverables are
     submitted, the milestone shows the template's estimate.
4. Select `Create Template`, then `Edit Template` to build the deliverables form in the Form Builder.
5. Select `Save`.

Once a milestone uses the template, how its amount is determined and its Currency fields can no longer
change.

## Self-service

Under `Self-service`, choose whether applicants and verifiers can use the template themselves, once
your organisation's `Milestones` settings allow it:

- `Allow applicants to submit this milestone`
- `Allow verifiers to create this milestone`
- `Applicants/Verifiers can set the amount when creating`. When unticked, a self-service milestone
  takes the template's amount.

## AI comparison

Tick `AI comparison` to offer reviewers `Compare with commitments` on submitted milestones of this
template. It is off by default, and needs `Acquittal comparison` switched on under `AI assistance`.
See [Reviewing a milestone](reviewing-a-milestone.md#compare-with-commitments).

## Bind to indicator

The `Bind to indicator` panel lists the deliverables form's Number and Currency fields. Choose an
indicator for a field, from the outcomes frameworks attached to any Grant, then select
`Save bindings`. Approving a Milestone then records the field's answer as an actual against that
indicator. See [Outcomes frameworks](outcomes-frameworks.md#bind-to-indicator).

## Show commitment from

The `Show commitment from` panel lists the deliverables form's fields that can carry a commitment.
Choose where each one's commitment comes from: a Field Tag or Cell Tag on an application or Request
More Information form, or the contract's `Funding amount`, `Contract start date` or
`Contract end date`. Only sources of the field's type are offered. Select `Save commitments`. See
[Commitments beside actuals](commitments.md).

## Copy a template

Select `Clone` on the template list to copy it with the same title, amount settings, self-service
boxes and deliverables, named "… (copy)".

## See also

- [Milestones and batches](milestones-and-batches.md)
- [Form builder](../applications/form-builder.md)
- [Outcomes frameworks](outcomes-frameworks.md)
- [Commitments beside actuals](commitments.md)