Project Sidebar
The project sidebar and list view summarize a project without opening Tracking.
- Summary: Manually entered in the Short Summary field on the Project form.
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Details: Fetched from the Details tab in Desk:
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Project Name:
project_name -
Customer:
customeron the Costing tab -
Project Status:
status -
Current Phase:
custom_project_phase
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Project Name:
Slack, Google Drive, and Website are entered on the Project form in Desk under Additional Information.
GitHub comes from the repository URL of the first Project Repository Connection.
Opportunity is the Opportunity selected for the project. When available it links to Next CRM; otherwise it links to the Opportunity form in ERPNext.
Billable projects:
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Total Budget:
total_sales_amount -
Accrued Burn:
total_billable_amount - Forecasted Cost: Remaining resource allocation cost from today onward
Non-billable projects:
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Total Budget:
estimated_costing -
Accrued Burn:
total_costing_amount - Forecasted Cost: Remaining resource allocation cost from today onward
Actual Time is timesheet hours logged against the project. Target Hours is Total Hours Purchased for Retainer projects, and Target Hours for every other billing type.
- Project Manager: Project Manager field in Desk (can also be set from the frontend).
- Lead Engineer: Engineering Manager field in Desk (can also be set from the frontend).
- Team Members: Users the project has been shared with.
Clicking a field opens a modal to add the person.
Billing team members are maintained in the Project Billing Team table on the Costing tab. The table shows each member's Employee ID, User ID, and Name. Customer contacts come from the Customer Contacts table on the same tab.
