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Where the backlog is sitting right now
One row per stage, with its steps underneath. The bar is how many open items are waiting there; the days are how long the oldest item has been waiting. Click any row to open exactly those items, oldest first.
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STAGE / STEP
ITEMS
SPREAD
PAST SLA
OLDEST WAITING ITEM
DAYS
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DAYS
Same stages, split by project manager
ITEMS PAST SLA / ITEMS WAITING
PROJECT MANAGER
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How to read an item's progress
An order line moves through 12 steps grouped into stages. Every step has one document that starts it and one that ends it — nothing else counts as progress. A step is in progress when its start date is filled and its end date is empty; completed when the end date is filled.
The contract clock starts at step 2
The contractual period runs from the customer approval, not from the sales order. Before approval there is no delivery date to miss — push, but it is not late. After it, every day counts.
Two SLA shapes
Duration rules count working days from the step's start (steps 1, 3, 4, 5, 8, 9, 12; step 2 counts calendar days). Date rules compare today against a promised date on the Work Order (steps 6, 7, 10).
Steps 6 and 7 overlap
Production often starts on partially available material while procurement keeps buying. Both can read “in progress” at once — that is correct, not a data error.
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STARTS WHEN
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ENDS WHEN
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WHEN IT IS LATE
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REPORT COLUMNS
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DOCUMENT
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Two things the data cannot tell you yet
The ten Work Order date fields were backfilled once from January 2025 — new orders stay empty until the auto-stamp scripts are live, so an empty stamp is not proof that nothing happened. And step numbers jump from 10 to 12: the old step 11 (delivery note pending accounts) was retired as internal.
Find a project, a sales order or a customer
Type any part of a project name, sales order, customer, item code or work order number. Pick a result to see that whole scope on one page — every item, where it is waiting, and what it is breaking.
Results
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NAME
CUSTOMER / PROJECTS
ITEMS
VALUE
PAST SLA
PAST CONTRACT
OLDEST WAIT
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PM: {{ p.pmLabel }}
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PM: {{ p.pmLabel }}
Nothing matches that. Try part of a project name, a sales order number, or a customer.
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PM: {{ project.pms }} · {{ project.projectLine }}
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Where this scope is sitting
CLICK A STEP TO SEE THOSE ITEMS
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Every item and its status
IN PROCESS ORDER · OLDEST FIRST WITHIN A STEP
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ITEM
QTY OPEN
WAITING AT
OWNER
WAITING SINCE
SLA
CONTRACT
ERPNEXT
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completed — date shown
completed late
waiting here, inside SLA — days shown
waiting here, past SLA — days shown
passed, no date in ERPNext
not started
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Every open item that has broken its step SLA, missed a promised date, or passed its contractual date — no cut-off, the full list. Each row says which rule it broke and who owns the step. Open one to work it; the buttons on the right record what you did.
SORT
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Nothing past SLA
Every open item is inside its step SLA and its contractual date.
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Today's call list — the five worst, ranked
Ranked by exposure = days past the step SLA + days past the contractual date. The badge on each row shows that arithmetic, so #1 is always the item with the most days of broken promise behind it — not the oldest sit, which can be an item whose clock never started. Backlog value only breaks ties. Need a different order? Needs Action lets you sort by oldest waiting, contract or value.
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AT {{ f.stepUpper }}
GROUP BY
SORT
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SHOW
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ITEM
PROJECT / CUSTOMER
QTY OPEN
WAITING AT
OWNER
WAITING SINCE
SLA
CONTRACT
ERPNEXT
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{{ it.qtyLabel }} · {{ it.stepName }} · {{ it.team }}
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Nothing here
No open backlog items match this filter.
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WAITING
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SINCE
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ORDER AGE
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CONTRACT CLOCK
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OPEN IN ERPNEXT
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Why this needs you
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Step timeline
DATES AND SLA PER STEP
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Follow-up log
WHAT YOU DID, AND WHEN
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Nothing logged yet. A nudge or an escalation writes a dated line here — that is the record your manager reads in the weekly review.
Act on this item
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Nudge = a dated request to the owning team, logged here and counted in your manager's "unanswered nudges". Use it first.
Escalate = hand the block to the manager of that team; it appears in the PM manager's escalation feed until closed.
CEO only unlocks after the team manager was escalated and did not solve it.
Escalate = hand the block to the manager of that team; it appears in the PM manager's escalation feed until closed.
CEO only unlocks after the team manager was escalated and did not solve it.
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PROMISE DATE
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Item facts
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Team load & follow-up
CLICK A PM TO OPEN THEIR BACKLOG
PROJECT MANAGER
ORDERS
ITEMS
BACKLOG VALUE
PAST SLA
PAST CONTRACT
WAITING PROFILE
NUDGED
ESCALATED
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Bottleneck by step
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Escalations
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Nothing escalated.
Delivery risk by project
WORST 10 · CLOCK RUNS FROM CUSTOMER APPROVAL
PROJECT
CUSTOMER
PM
ITEMS
VALUE
EARLIEST STEP
VS CONTRACT
SALES ORDER
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