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Create field projects and assign owners from new projects

Your new project entries miss field job records and assignees, leaving crews without site context. Aligned field records and owner notifications let crews prepare same day.

Create field projects and assign owners from new projects

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Overview

Manual project setup delays crews and forces IT to backfill records. This flow creates matching field job records, updates references, and assigns owners automatically so crews have context and can mobilize same day.

Create field projects and assign owners from new projects