Dashboard cross-references Project - SO not working

Hi,

I don’t know what I’m doing wrong, but I don’t see a reference in a SO to the Project.

But the project number is there in the SO:

Also, when I open the Project, I can see the reference to SO. The only problem is the reference from SO to Project in the Dashboard. Please help, what am I missing?

Hi @bedo,
Your Project is not linked to that particular Sales Order in your Project DocType.
Go to the Project form, add your Sales Order under the Customer Details section as displayed below.

2 Likes

Hi @shreya115,
Thank you! That was it. Problem solved;)