Create project folder and budget file for clients
Create project folder and budget file for clients
Your board marks projects ready without folders or budget templates, so production prep stalls and billing assets are missing. Get organized folders and a seeded budget ready for the team at kickoff.
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Overview
When a project is marked ready, producers need a consistent folder and budget to start work immediately. This flow creates client and job folders and drops a seeded budget file into the project folder, so the team has ready-to-use files at kickoff.