Create master project rows from newly created projects
Create master project rows from newly created projects
Your new project records lack a central index, causing billing and reporting gaps. It consolidates project data into a master sheet so finance and program leads can act before the next billing run.
Overview
When projects are created, this flow ensures finance and program leads get a populated master row within minutes so billing and resource planning stay on schedule. It removes manual copying and surfaces lookup-enriched data ahead of the next billing run.