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Create project allocation items from inbound project feed

Create project allocation items from inbound project feed

Project records often arrive without allocations, forcing manual staff assignments. Create allocation items and update the project matrix so planners have staffed tasks and linked forecasts same day.

Create project allocation items from inbound project feed

Overview

Intakes that arrive without allocations create friction across delivery and billing. This workflow turns each intake into staffed allocation items and writes traceable item IDs back to your master matrix so program coordinators can plan and billing staff can invoice the same day.

Create project allocation items from inbound project feed