Create project from new accounting order and link
Create project from new accounting order and link
Your orders don't create project records, leaving delivery and billing planners without linked context. Create linked projects automatically so managers can schedule work and invoice the same day.
Overview
When qualifying orders hit your configured status, they should produce actionable project records instead of manual handoffs. This workflow creates and links a project to each order so project managers and billing staff get context and can schedule work and invoice the same day.