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Review next best actions to move a workspace item forward

Use the Next Best Action panel to see what is missing and which actions to take to move a lifecycle item to the next stage.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the lifecycle item​

Navigate to the relevant workspace item and open its lifecycle detail view so you can see its current stage and related panels.

Open the lifecycle item

Step 2: Locate the Next Best Action panel​

Scroll to the section that summarises "To [next stage], add…" showing what is needed before the item can move forward.

Locate the Next Best Action panel

Step 3: Check SLA status for the current stage​

Review the SLA line in the panel, which shows whether the stage is on track, due soon, or overdue, together with an icon and timing.

Check SLA status for the current stage

Step 4: Identify missing requirements​

In the list under the main message, identify each missing requirement (such as fields, linked items, or permits) that must be completed.

Identify missing requirements

Step 5: Resolve missing fields​

Select a missing field link to jump to that field on the page and update its value so that the requirement is satisfied.

Resolve missing fields

Step 6: Add required linked items​

Select a missing linked item entry to open the linked-item flow and create or attach the required related record.

Add required linked items

Step 7: Raise required permits​

Select a missing permit entry to start the permit-raising process so that all compliance-related blockers are addressed.

Raise required permits

Step 8: Confirm readiness to move forward​

Once all listed requirements are resolved, use the lifecycle actions area to move the item to the next stage, noting any remaining readiness notes.

Confirm readiness to move forward

Last updated: 2026-09-01