Sidebar
The Sidebar is the tool panel on the right edge of every budget. It's a column of icon buttons — hover any icon to see its name — that open compact panels for applying and inspecting data on the lines you've selected, without leaving the grid.
The panels
Default Top group:
| Panel | What it does |
|---|---|
| Tax & Fringes | See and apply taxes/fringes to the selected lines. |
| Tags | Apply and review tags. |
| Notes | Read and write notes on the selected line. |
| Pre Flight | Warnings and checks on the budget (missing data, issues to resolve before delivery). |
| Universals | Apply universal values to lines. |
Default Bottom group:
| Panel | What it does |
|---|---|
| Incentives | See and apply incentives. |
| Episodes | Allocate lines across episodes. |
| Associate Reference | Link lines to reference lines elsewhere in the budget (Jump Back on the toolbar returns you after following one). |
| Search | Search — and search & replace — across the budget. |
| Heads Up | The Heads Up Display panel (see Heads Up Display & Banner). |
| Change Log | The budget's change history. |
At the very bottom, the Sidebar footer shows a live Selected Total: for whatever cells are highlighted in the grid.
Customizing it
Click the gear button (Customize Side Bar Elements) to open the Customize Sidebar dialog. Drag tools between three lists:
- Top: — pinned to the top group
- Bottom: — pinned to the bottom group
- On The Sideline: — hidden from the Sidebar
RESET DEFAULTS restores the standard arrangement. Your layout is remembered per user.
Popping it out
Every panel has a ↗ (open in new window) button that detaches the Sidebar into its own floating Sidebar window — handy on a second monitor. It stays in sync with the budget; close the window and the panel returns to the docked Sidebar.
Permissions and read-only states
- In a workspace, the owner can set the Sidebar custom permission per member: Edit (normal) or View Only — the panels open but applying, editing and removing are disabled.
- The Sidebar also goes read-only when Edit Mode is off, when the budget is locked, for Guests/view-only collaborators, and while a workspace is in read-only billing mode.
- Individual panels can be plan- or permission-gated (for example, Change Log via its module permission); blocked tools show the standard "Access Limited" message.