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What the Next best action panel and "Why can't I?" tell you

Short answer: Record pages show a Next best action panel: What happened, What it means and What to do next, with a button to the exact place. When you cannot use a button, it stays visible with "Why can't I?", which explains the reason, who can change it and the next step, such as Request access.

Verified for PVology 0.49.0 · updated 2026-10-11

Where you see it:

On ProjectOrbit projects, value studies, Governance & Assurance records, objectives and KPIs in Strategy & Performance, and CRM deals.

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