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Create and link project and phase records to planner

Create and link project and phase records to planner

Your project requests lack linked planning records, forcing teams to create projects manually and delaying launches. You get linked project and phase records same day, making kickoff prep ready sooner.

Create and link project and phase records to planner

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Overview

Project requests should lead directly to ready planning records, not manual setup queues. This flow provisions project and phase entries and writes planner IDs back to the request, so project managers can start planning the same day and avoid kickoff delays.

Create and link project and phase records to planner