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Create project folder and tracker row from estimate

Create project folder and tracker row from estimate

Estimates don't create folders or schedule copies, delaying kickoffs and leaving coordinators unprepared. The flow builds the folder, copies the schedule, and logs the job so teams can start same day.

Create project folder and tracker row from estimate

Overview

Estimates that don't turn into prepared project workspaces slow down kickoffs and force coordinators into manual setup. This workflow provisions the folder, copies the schedule template, and logs the job automatically so project managers and coordinators can run kickoffs the same day.

Create project folder and tracker row from estimate