{{ pageTitle }}
{{ pageSub }}
{{ openEscCount }} OPEN ESCALATIONS
Where the backlog is sitting right now
Click a row to open its items, longest wait first.
{{ cg.label }}
{{ cg.sub }}
STAGE / STEP
ITEMS
VALUE
SPREAD
PAST SLA
LATE COST
OLDEST WAIT
{{ c.name }}
{{ c.teamLabel }}
{{ c.count }}
{{ c.valLabel }}
{{ c.lateLabel }}
{{ c.costLabel }}
{{ c.costMeta }}
{{ c.oldestDays }}
DAYS
TOTAL
{{ cg.totals.count }}
{{ cg.totals.value }}
{{ cg.totals.late }}
{{ cg.totals.cost }}
{{ cg.totals.past }}
Same stages, split by project manager
ITEMS PAST SLA / ITEMS WAITING
PROJECT MANAGER
{{ mc.short }}
{{ mr.name }}
{{ cl.label }}
{{ t.label }}
What this portal is
One read-only picture of the work we still owe customers, rebuilt from ERPNext every 30 minutes. It answers four questions, in this order: how big is the backlog, where is it stuck, what has already broken a promise, and who has to move. Every page is the same list of open order lines, cut a different way.
{{ f.cap }}
{{ f.head }}
{{ f.text }}
Which page to open, and when
SIDEBAR ORDER · CLICK A ROW
{{ r.label }}
{{ r.badge }}
{{ r.when }}
{{ r.leads }}
A ten-minute routine
{{ r.n }}
{{ r.head }}
{{ r.detail }}
Rules that hold on every page
{{ r.term }}
{{ r.detail }}
Where the due date comes from
THE PROMISE TO THE CUSTOMER
{{ d.term }}
{{ d.what }}
{{ d.how }}
{{ d.eg }}
{{ gPageTitle }}
{{ gPageMeta }}
{{ gPagePurpose }}
USE IT LIKE THIS
{{ u.n }}
{{ u.text }}
WATCH OUT
{{ c.text }}
{{ sec.title }}
{{ sec.scope }}
{{ d.term }}
{{ d.what }}
{{ d.how }}
{{ d.eg }}
FROM ERPNEXT
{{ d.src }}
Show me
How an item moves
Every item walks a fixed ladder of steps. One document opens each step and one document closes it — nothing else counts as progress. A step is open when its start date is filled and its end date is empty.
The due date starts at step 2
It runs from the customer approval, not from the sales order.
Two kinds of deadline
Most steps allow a number of working days. A few compare today against a promised date on the Work Order.
Buying and building overlap
Material purchasing and production can both be open at once. That is correct, not a data error.
{{ g.num }}
{{ g.name }}
{{ g.team }}
{{ g.stageLabel }}
{{ g.countLabel }}
{{ g.caret }}
STARTS WHEN
{{ g.start }}
ENDS WHEN
{{ g.end }}
WHEN IT IS LATE
{{ g.sla }}
REPORT COLUMNS {{ g.col }}
DOCUMENT {{ g.doc }}
{{ g.note }}
Guide version
{{ gVersionNow }}
{{ v.ver }}
{{ v.what }}
{{ v.on }}
Nothing on this tab matches that search.
{{ g.label }}
{{ s.cap }}
{{ s.num }}
{{ s.sub }}
KPI Summary table
{{ pmTableHint }}
{{ p.name }}
{{ p.subLine }}
{{ c.cap }}
{{ c.val }}
{{ pmTotal.name }}
{{ pmTotal.subLine }}
{{ c.cap }}
{{ c.val }}
{{ pmHeadsName }}
{{ pmHeadsProjects }}
{{ pmHeadsOrders }}
{{ pmHeadsItems }}
{{ pmHeadsValue }}
{{ pmHeadsDelivered }}
{{ pmHeadsPct }}
{{ pmHeadsCost }}
{{ pmHeadsAvgLate }}
{{ pmHeadsAvgAge }}
{{ pmHeadsYtd }}
{{ p.name }}
{{ p.subLine }}
{{ p.projects }}
{{ p.orders }}
{{ p.items }}
{{ p.value }}
{{ p.delivered }}
{{ p.pctLate }}
{{ p.costNum }}
{{ p.avgLateNum }}
{{ p.avgAgeNum }}
{{ p.ytdNum }}
{{ p.ytdSub }}
{{ pmTotal.name }}
{{ pmTotal.subLine }}
{{ pmTotal.projects }}
{{ pmTotal.orders }}
{{ pmTotal.items }}
{{ pmTotal.value }}
{{ pmTotal.delivered }}
{{ pmTotal.pctLate }}
{{ pmTotal.costNum }}
{{ pmTotal.avgLateNum }}
{{ pmTotal.avgAgeNum }}
{{ pmTotal.ytdNum }}
{{ pmTotal.ytdSub }}
Guide 1 of 2 — what each KPI card means
{{ legendVersion }}
{{ lg.label }}
{{ lr.term }}
{{ lr.text }}
{{ lr.calc }}
{{ lr.eg }}
Guide 2 of 2 — what each table column means
{{ legendVersion }}
{{ lg.label }}
{{ lr.term }}
{{ lr.text }}
{{ lr.calc }}
{{ lr.eg }}
Find a project, a sales order or a customer
Project, sales order, customer, item code or work order.
SHOW
{{ scopeNote }}
Results
{{ resultsNote }}
{{ sortHelp }}
PROJECT
CUSTOMER
ITEMS
VALUE
{{ hSoDate }}
{{ hStuck }}
{{ hCost }}
{{ hOldest }}
{{ p.caret }}
{{ p.kindLabel }}
{{ p.name }}
{{ p.soLabel }}
PM: {{ p.pmLabel }}
{{ p.customer }}
{{ p.count }}
{{ p.value }}
{{ p.soDate }}
{{ p.stuckLabel }}
{{ p.costLabel }}
{{ p.oldest }}
ITEM
QTY OPEN
WAITING AT
OWNER
WAITING
DUE DATE
LATE COST
{{ r.name }}
{{ r.item }} · {{ r.woLabel }}
{{ r.qtyLabel }}
{{ r.stepName }}
{{ r.team }}
{{ r.daysLabel }}
{{ r.contractLabel }}
{{ r.costBig }}
{{ p.name }}
{{ p.mobileLine }}
PM: {{ p.pmLabel }}
Nothing matches. Try a project, order or customer.
{{ project.kindLabel }}
{{ project.name }}
{{ project.customerLine }}
PM: {{ project.pms }} · Sales: {{ project.sales }} · {{ project.projectLine }}
{{ s.cap }}
{{ s.num }}
{{ s.sub }}
Where this scope is sitting
CLICK A STEP TO SEE THOSE ITEMS
{{ f.name }}
{{ f.count }}
{{ f.lateLabel }}
{{ f.oldest }}
Every item and its status
IN PROCESS ORDER · OLDEST FIRST WITHIN A STEP
{{ exportNote }}
ITEM
QTY OPEN
WAITING AT
OWNER
WAITING SINCE
SLA
DUE DATE
ERPNEXT
{{ it.name }}
{{ it.item }}
{{ it.qtyLabel }}
{{ it.qtySub }}
{{ it.stepName }}
{{ it.team }}
{{ it.daysLabel }}
{{ it.sinceLabel }}
{{ it.slaLabel }}
{{ it.contractLabel }}
{{ t.label }}
{{ t.dateLabel }}
{{ it.name }}
{{ it.qtyLabel }} · {{ it.item }}
{{ it.daysLabel }}
{{ it.sinceLabel }}
{{ it.stepName }} · {{ it.team }}
{{ it.slaLabel }}
{{ t.label }}
{{ t.dateLabel }}
completed — date shown
completed late
waiting here, inside SLA — days shown
waiting here, late — days shown
passed, no date in ERPNext
not started
Cancelled items
NO STEPS · NO SLA · EXCLUDED FROM EVERY COUNT
{{ c.name }}
{{ c.item }} · {{ c.so }}
{{ c.stock }}
{{ c.qtyLabel }}
{{ c.status }}
Flagged for cancellation — not tracked. Cancel the line in ERPNext.
Delivery vs. progress
DELIVERED {{ project.progress.pctDelivered }}
Pieces delivered, out of all ordered.
PROGRESS {{ project.progress.pctProgress }}
Delivered pieces, plus open pieces weighted by their step.
DELIVERED ITEMS ON OPEN ORDERS {{ project.progress.deliveredCount }}
{{ dl.caret }}
{{ dl.name }}
{{ dl.qtyLine }}
{{ dl.state }}
THIS LINE
{{ dl.lineMeta }}
DELIVERY NOTES
{{ dl.dnText }}
WORK ORDERS ON THIS LINE
{{ dl.woText }}
Promises to the customer
{{ project.promises.count }}
{{ pr.text }}
{{ pr.tag }}
{{ pr.meta }}
No promises recorded on this project.
PROMISED DUE (IF ANY)
Customer contact
{{ project.contact.lastLine }}
{{ project.contact.formTitle }}
{{ project.contact.editingName }}
{{ project.contact.phoneHint }}
{{ project.contact.noContactNote }}
{{ cp.name }}
{{ cp.title }}
{{ cp.phone }}
{{ cp.email }}
Calls and meetings
{{ project.logGroups.talkCount }}
{{ e.title }}
{{ e.text }}
{{ e.when }}
No call or meeting logged yet.
Escalations and nudges
{{ project.logGroups.escCount }}
{{ e.title }}
{{ e.text }}
{{ e.when }}
Nothing escalated on this project.
Notes and actions
ACROSS EVERY ITEM
{{ e.title }}
{{ e.text }}
{{ e.when }}
Nothing logged on this project yet.
Action plan — whole project
{{ project.taskCount }}
{{ t.title }}
{{ t.meta }}
{{ t.dueLabel }}
No tasks on this project yet.
{{ needsTitle }}
{{ exportNote }}
PROJECT
CUSTOMER
ITEMS
VALUE
SO DATE
MOST STUCK AT
LATE COST
OLDEST WAIT
{{ g.caret }}
{{ g.name }}
{{ g.meta }}
{{ g.cost }}
LATE COST
{{ g.caret }}
{{ g.name }}
{{ g.soLabel }}
PM: {{ g.pmLabel }}
{{ g.customer }}
{{ g.count }}
{{ g.value }}
{{ g.soDate }}
{{ g.stuckLabel }}
{{ g.cost }}
{{ g.oldest }}
ITEM
QTY OPEN
WAITING AT
OWNER
WAITING
DUE DATE
LATE COST
{{ f.name }}
{{ f.costBig }}
{{ f.qtyLabel }} · {{ f.stepName }} · {{ f.team }} · {{ f.daysLabel }} waiting · {{ f.contractLabel }}
{{ f.name }}
{{ f.item }} · {{ f.woLabel }}
{{ f.qtyLabel }}
{{ f.stepName }}
{{ f.team }}
{{ f.daysLabel }}
{{ f.contractLabel }}
{{ f.costBig }}
Nothing late
Nothing is late.
The RFD is the unit of design work
A Request For Design is created, assigned to an engineer, approved, and finally submitted — submission is the moment the drawings go out, and it is the only thing that closes an RFD. Everything on these pages follows from that: an RFD that is not yet submitted is open, whatever its workflow state says, and every open RFD is work the team still owes.
The SLA — when an RFD turns late
·  Every RFD must be submitted within {{ dguideSla }} working days of its creation.
·  Revisions and Reworks: {{ dguideSlaRev }} working days — they are smaller jobs, so the clock is tighter.
·  The Request Due Date field on the RFD is not used — it is not filled consistently, so the SLA is the only clock.
·  Working days exclude Friday and Saturday.
·  Late = open past its SLA. Due soon = the SLA runs out today or the next working day. On time = submitted within its SLA.
The six RFD types — and what each one means here
Initial ApprovalThe first drawing set for a sales order, prepared for the customer's approval. Its submission closes the PM ladder's "Drawing preparation" step.
ReleasedThe approved-for-production drawing set. Its submission is what lets the Work Order be released — the factory waits on this one.
RevisionA change to drawings already sent — churn, not a fresh deliverable. SLA: {{ dguideSlaRev }} working days. Revisions are NOT counted in the performance score; each engineer's revision count shows on its own red chip instead.
ReworkDrawings for a built item coming back through a rework cycle — the item returns to design verification until this RFD is submitted and the rework Work Order is created. SLA: {{ dguideSlaRev }} working days.
AS-BuiltThe final documentation of what was actually built, prepared at handover.
QuotationDesign work for an offer before a sales order exists — these RFDs carry no sales order.
How the Engineer Performance page scores
· Only electrical design engineers are listed — mechanical engineers, team leaders, section heads and the design manager are not scored here.
· Every submitted RFD this year is bucketed by the month it was submitted; each bar is that month's on-time share, with the count and average working days under it.
· Revisions never count in the monthly numbers or the on-time %, but each engineer's revision total shows as a red chip — a high one is its own conversation.
· The badge compares the last two months with submissions: improving, slipping, or steady.
· The current team comes first, worst year-to-date to best; engineers who left the company sit under their own divider.
· Managers and top management see the whole team; an engineer sees only their own record — enforced on the server, not in the page.
Where design sits in the delivery ladder
The PM portal tracks every order item through 12 delivery steps; design owns four of them: Drawing preparation (an Initial Approval or Revision RFD is created → submitted, late after 5 working days), Design verification (the Released RFD is created → submitted), Work order release (released drawings → the Work Order, late after 1 working day), and Rework design verification (a Rework RFD is created → submitted, late after 5 working days). Your Action Plan and Escalations pages show only the tasks assigned to design and the escalations on design's queue.
·  Electrical design engineers only — no mechanical engineers, team leaders, section heads or the design manager.
·  Counts every RFD submitted this year, by the month it was submitted.
·  On time = submitted within the SLA: {{ dguideSla }} working days from creation, {{ dguideSlaRev }} for revisions and reworks.
·  Revisions never count in the bars or the score — they show on their own red chip.
·  Each bar = that month's on-time share; the badge says if the latest month is better or worse than the one before.
·  Worst year-to-date at the top. Managers see the whole team; an engineer sees only their own record.
{{ p.name }} {{ p.trend }}
{{ p.ytdLine }}
{{ c.label }}
{{ p.openLine }}
ON TIME YTD
{{ p.ytdBig }}
{{ m.pctLabel }}
{{ m.label }}
{{ m.sub }}
{{ perfV.leftNote }}
{{ p.name }} LEFT THE COMPANY {{ p.trend }}
{{ p.ytdLine }}
{{ c.label }}
{{ p.openLine }}
ON TIME YTD
{{ p.ytdBig }}
{{ m.pctLabel }}
{{ m.label }}
{{ m.sub }}
{{ perfV.note }}
{{ s.cap }}
{{ s.num }}
{{ s.sub }}
Items waiting on the drawings — worst RFD first
{{ rfdItemsV.qNote }}
{{ r.name }} {{ r.qty }}
{{ r.meta }}
{{ r.rfd }} ↗ {{ r.type }}
{{ r.dueLabel }}
{{ r.slaLabel }}
{{ rfdItemsV.emptyText }}
·  One row per sales-order item on an open RFD.
·  Click a row to open the item's page — its step timeline, the notes from the PM and every team, and its tasks.
·  The orange RFD number opens that RFD in ERPNext instead.
·  The sidebar SHOW, DESIGN ENGINEER and RFD TYPE filters apply here too.
{{ s.cap }}
{{ s.num }}
{{ s.sub }}
Open design requests — these need to be closed
{{ rfdV.qNote }} · WORST FIRST
{{ r.id }} {{ r.type }} {{ r.state }}
{{ r.itemLine }}
{{ r.meta }}
created {{ r.created }}
{{ r.dueLabel }}
{{ r.wd }}
{{ r.slaLabel }}
{{ rfdV.emptyText }}
·  Click a row to open its RFD in ERPNext — chase the engineer, get it submitted.
·  Late = open for more than {{ dguideSla }} working days ({{ dguideSlaRev }} for revisions and reworks).
·  The Request Due Date written on the RFD is ignored — it is not filled consistently, so the SLA is the clock.
·  All ages count working days — Friday and Saturday are off.
Find a project, a sales order or a customer
Project, sales order, customer or project manager.
Waiting to be approved
{{ coordV.projNote }}
{{ cr.name }}
{{ cr.so }} · {{ cr.pm }} · {{ cr.count }}
{{ cr.at }}
{{ cr.age }}
{{ coordV.noProjText }}
{{ st.cap }}
{{ st.num }}
{{ st.sub }}
Items with no work order raised
{{ noRfdV.note }}
{{ noRfdV.overlap }}
{{ nr.name }}
{{ nr.so }} · {{ nr.project }} · {{ nr.pm }}
{{ nr.gap }}
{{ nr.line }}
{{ nr.at }}
{{ nr.value }}
{{ nr.age }}
{{ noRfdV.emptyText }}
{{ coordV.slaHead }}
{{ coordV.slaNote }}
{{ cs.name }}
{{ cs.so }} · {{ cs.project }} · {{ cs.pm }}
{{ cs.at }} · {{ cs.team }}
{{ cs.over }}
{{ cs.age }}
{{ coordV.slaEmpty }}
{{ st.cap }}
{{ st.num }}
{{ st.sub }}
Items waiting to be approved
{{ coordV.itemNote }}
{{ ci.name }}
{{ ci.so }} · {{ ci.project }} · {{ ci.pm }}
{{ ci.at }} · {{ ci.team }}
{{ ci.waiting }}
{{ ci.age }}
{{ coordV.itemEmpty }}
{{ c.big }}
{{ c.tag }}
{{ c.label }}
{{ c.sub }}
Open view →
{{ s.cap }}
{{ s.num }}
{{ s.sub }}
MATERIAL PROMISES
{{ matPromNote }}
{{ s.cap }}
{{ s.num }}
{{ s.barNote }}
{{ s.sub }}
Your queue — late items first
{{ deptV.qNote }}
{{ r.name }}
{{ r.meta }}
{{ r.step }}
{{ r.wait }}
{{ r.slaLabel }}
{{ r.contract }}
{{ deptV.emptyText }}
Team action plan — tasks assigned to your team
{{ deptV.openTaskCount }}
{{ t.title }}
{{ t.meta }}
{{ t.dueLabel }}
No tasks for your team yet.
Follow-up notes on your queue
NEWEST FIRST
{{ e.title }}
{{ e.text }}
{{ e.when }}
No notes yet. Open an item to log one.
Built and waiting on a cheque, a payment or the VAT. The late clock has stopped on these.
{{ b.label }}
{{ b.value }}
{{ b.note }}
Chase the cheque, not the project manager
WORST MONEY x DAYS FIRST
Nothing is waiting on a customer in this scope.
{{ w.project }}
{{ w.so }} · {{ w.pm }}
{{ w.item }}
{{ w.waited }}
{{ w.split }}
{{ w.status }}
since {{ w.since }}
{{ w.value }}
Reading the work orders.
Could not read the work orders.
Filters
CLICK ANY BAR, SLICE OR ROW TO FILTER
Project
{{ sl.name }}
{{ kg.name }}
{{ k.cap }}
{{ k.num }}
{{ k.sub }}
{{ sc.title }}
{{ sc.hint }}
{{ p.title }}
{{ p.sub }}
{{ it.a }}
{{ it.b }}
{{ it.c }}
{{ it.d }}
{{ p.listTotal }}
{{ k.cap }}
{{ k.num }}
{{ k.sub }}
{{ lg.label }}
{{ r.label }}
{{ sg.text }}
{{ r.value }}
{{ c.total }}
{{ sg.text }}
{{ c.label }}
{{ p.axis }}
{{ p.pieTotal }}
{{ p.pieUnit }}
{{ pr.label }}
{{ pr.orders }}
{{ pr.value }}
{{ pr.share }}
{{ p.note }}
{{ h }}
{{ cl.text }}
{{ tc }}
{{ cr.head }}
{{ cr.text }}
{{ p.emptyText }}
Selected
{{ bdPill.text }}
{{ bdPill.count }}
Reading the work orders.
Could not read the work orders.
Filters
{{ cg.name }}
{{ k.cap }}
{{ k.num }}
{{ k.sub }}
{{ prodGrid.title }}
{{ prodGrid.hint }}
{{ h }}
{{ r.label }}
{{ cl.text }}
{{ r.total }}
{{ prodPie.title }}
{{ prodPie.hint }}
{{ prodPie.total }}
EGP
{{ pr.label }}
{{ pr.orders }}
{{ pr.value }}
{{ pr.share }}
{{ b.title }}
{{ b.hint }}
NAME
{{ b.h1 }}
{{ b.h2 }}
{{ b.h3 }}
{{ b.h4 }}
{{ r.label }}
{{ r.sub }}
{{ r.c1 }}
{{ r.c2 }}
{{ r.c3 }}
{{ r.c4 }}
Nothing here with these filters.
{{ prodTabTitle }}
{{ prodTab.note }}
{{ cr.head }}
{{ cr.text }}
{{ h }}
{{ cl.text }}
Waste issues
{{ prodIss.note }}
{{ cr.head }}
{{ cr.text }}
{{ h }}
{{ cl.text }}
YOUR NUMBERS
Read only. Answer below in Do this now.
{{ g.name }}
{{ g.period }}
{{ g.value }}
{{ g.badgeName }}
{{ g.streakText }}
{{ g.pctText }}
{{ g.target }}
{{ g.sum }}
{{ g.toNext }}
{{ g.move }}
Do this now  {{ advDoPos }}
{{ advDidToday }}
← Back
Next →
{{ advDoNote }}
{{ d.n }}
{{ d.en }}
{{ d.amount }}
{{ d.ar }}
{{ d.itemLine }}
{{ d.why }}
{{ d.whyAr }}
WHERE: {{ d.where }}
DONE WHEN: {{ d.doneWhen }}
{{ d.needsEn }}
{{ d.needsAr }}
MOVES
{{ d.moves }}
Open the item
What happened, what you need, or what is wrong. English or Arabic.
اكتب ما حدث، أو ما تحتاجه، أو ما هو غير صحيح. بالعربي أو بالإنجليزي.
Done
I need something
Escalate to the manager
Escalate to the CEO
This is wrong
Your day
SUPPORT, FIX, PUSH
{{ m.kind }}
{{ m.en }}
{{ m.why }}
MOVES {{ m.moves }}
What you have taught it
{{ advKbNote }}
{{ k.tag }}
{{ k.what }}
{{ k.so }} {{ k.on }}
{{ focusNote }}
{{ f.headline }}
{{ f.stateLabel }}
{{ f.where }}
{{ f.why }}
{{ f.ask }}
{{ f.reply }}
{{ f.replyBy }}
{{ t.line }}
{{ t.who }}
{{ f.openLabel }}
{{ f.askToggleLabel }}
Open the item →
Open the project →
New date
{{ toldMark }} Customer informed
{{ saveLabel }}
He gets another working day.
{{ askLabel }}
Reading your book…
Could not read the book just now.
Try again
{{ advNoneNote }}
{{ h.cap }}
{{ h.big }}
{{ h.sub }}
Do these first
WORST MONEY AT RISK, AND STILL MOVABLE
{{ f.rank }}
{{ f.title }} · {{ f.amount }}
{{ f.where }}
{{ f.why }}
{{ f.ask }}
Reply
What happened, what you need, or what is wrong. English or Arabic.
اكتب ما حدث، أو ما تحتاجه، أو ما هو غير صحيح. بالعربي أو بالإنجليزي.
Done
I need something
Escalate to the manager
Escalate to the CEO
This is wrong
Who to ask
ONE CONVERSATION, NOT TEN CHASES
{{ t.team }}
{{ t.ask }}
{{ t.items }}
{{ t.detail }}
When to escalate
{{ advEsc.rule }}
{{ advEscLine }}
Waiting on the customer
CHASE THE CHEQUE, NOT YOUR TEAM
{{ c.where }}
{{ c.amount }}
{{ c.days }}
{{ c.status }}
How to do better
FIVE NUMBERS YOU CAN MOVE THIS WEEK
{{ h.name }}
{{ h.value }}
{{ h.verdict }}
{{ h.does }}
Who needs help, and with what
{{ p.name }}
{{ p.reasons }}
Each project manager
CLICK A NAME TO READ HIS OWN ADVICE
{{ p.name }}
{{ p.items }} items · {{ p.value }}
past due {{ p.pastDue }}
will miss {{ p.willMiss }}
late and quiet {{ p.quiet }}
Where the time goes
THE STEPS HOLDING THE MOST MONEY
{{ q.step }}
{{ q.ask }}
{{ q.detail }}
Numbers that are wrong
THE DATA, NOT THE WORK
{{ g.what }}
{{ g.worth }}
{{ g.does }}
{{ focusNote }}
{{ f.headline }}
{{ f.stateLabel }}
{{ f.where }}
{{ f.why }}
{{ f.ask }}
{{ f.reply }}
{{ f.replyBy }}
{{ t.line }}
{{ t.who }}
{{ f.askToggleLabel }}
He gets another working day.
{{ askLabel }}
{{ f.openLabel }}
Open the item →
Open the project →
New date
{{ toldMark }} Customer informed
{{ saveLabel }}
Newest first. Mark resolved when the block is cleared.
{{ e.name }} → {{ e.to }} {{ e.state }}
{{ e.meta }}
{{ e.text }}
{{ e.when }}
Nothing escalated.
Open tasks on the sales orders you can see.
{{ g.label }}{{ g.count }}
{{ t.title }}
{{ t.meta }}
{{ t.dueLabel }}
No tasks yet. Add one from any item.
Today's call list — the five worst, ranked
Worst project first — most money owed for being late.
{{ f.name }}
{{ f.rank }}
{{ f.qtyLabel }} · {{ f.meta }}
{{ fl.label }}
{{ f.why }}
{{ f.costBig }}
LATE COST
GROUP BY
SORT
{{ exportNote }} SHOW
{{ g.title }}
{{ g.sub }}
{{ g.lateLabel }}
{{ g.valueLabel }}
ITEM
PROJECT / CUSTOMER
QTY OPEN
WAITING AT
OWNER
WAITING SINCE
SLA
DUE DATE
ERPNEXT
{{ it.name }}
{{ it.item }}
{{ it.project }}
{{ it.customer }}
{{ it.qtyLabel }}
{{ it.qtySub }}
{{ it.stepName }}
{{ it.team }}
{{ it.daysLabel }}
{{ it.sinceLabel }}
{{ it.slaLabel }}
{{ it.contractLabel }}
{{ it.name }}
{{ it.mobileLine }}
{{ it.daysLabel }}
{{ it.sinceLabel }}
{{ it.qtyLabel }} · {{ it.stepName }} · {{ it.team }}
{{ it.slaLabel }}
Nothing here
No open backlog items match this filter.
{{ item.item }}
{{ item.name }}
{{ item.project }} · {{ item.customer }} · PM {{ item.pm }}
{{ item.reworkBadge }}
{{ item.waitingLine }}
{{ item.slaBadge }}
{{ item.slaRule }}
WAITING
{{ item.waitDays }}d
SINCE
{{ item.sinceLabel }}
ORDER AGE
{{ item.age }}d
DUE DATE
{{ item.clockLabel }}
OPEN IN ERPNEXT {{ l.label }}
Why this needs you
{{ r.label }}
{{ r.text }}
SO Item ERP Fields
ON THE SALES ORDER LINE
Item status
Revenue date
Design status
{{ designStatus }}
{{ designNote }}
Step timeline
DATES AND SLA PER STEP
{{ st.numLabel }}
{{ st.name }}
{{ st.badge }}
· {{ st.teamLabel }}
{{ st.rangeLabel }}
{{ st.daysLabel }}
{{ st.slaLabel }}
{{ st.inferredNote }}
{{ st.clockNote }}
Follow-up log
WHAT YOU DID, AND WHEN
{{ e.title }}
{{ e.text }}
{{ e.when }}
Nothing logged yet.
FILE THIS NOTE ON
Action plan
{{ taskCount }}
{{ t.title }}
{{ t.meta }}
{{ t.dueLabel }}
No tasks yet. Add the next move with a due date.
Act on this item
{{ item.advice }}
Nudge = a dated request to the owning team. Use it first.
Escalate = hand the block to the manager of that team.
CEO only unlocks after the team manager was escalated and did not solve it.
{{ item.effectNote }}
PROMISE DATE
{{ item.promiseLine }}
Item facts
{{ f.k }}
{{ f.v }}
Everything on this item
{{ item.histNote }}
{{ h.group }}
{{ h.name }}
{{ h.what }}
{{ h.tag }}
{{ h.note }}
{{ s.cap }}
{{ s.num }}
{{ s.sub }}
Team load & follow-up
CLICK A PM TO OPEN THEIR BACKLOG
{{ pmHeadsName }}
{{ pmHeadsProjects }}
{{ pmHeadsOrders }}
{{ pmHeadsItems }}
{{ pmHeadsValue }}
{{ pmHeadsDelivered }}
{{ pmHeadsPct }}
{{ pmHeadsCost }}
{{ pmHeadsAvgLate }}
{{ pmHeadsAvgAge }}
{{ pmHeadsYtd }}
{{ p.name }}
{{ p.subLine }}
{{ p.projects }}
{{ p.orders }}
{{ p.items }}
{{ p.value }}
{{ p.delivered }}
{{ p.pctLate }}
{{ p.costNum }}
{{ p.avgLateNum }}
{{ p.avgAgeNum }}
{{ p.ytdNum }}
{{ p.ytdSub }}
{{ p.name }}
{{ p.value }}
{{ p.mobileLine }}
Bottleneck by step
{{ b.name }}
{{ b.count }}
{{ b.oldest }}d
Escalations
{{ openEscCount }} OPEN
{{ e.name }}
{{ e.to }} {{ e.state }}
{{ e.meta }}
{{ e.text }}
{{ e.when }}
Nothing escalated.
Delivery risk by project
WORST 10 · CLOCK RUNS FROM CUSTOMER APPROVAL
PROJECT
CUSTOMER
PM
ITEMS
VALUE
EARLIEST STEP
LATE COST
SALES ORDER
{{ r.project }}
{{ r.customer }}
{{ r.pm }}
{{ r.items }}
{{ r.value }}
{{ r.step }}
{{ r.late }}
{{ r.project }}
{{ r.mobileLine }}
{{ r.late }}