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Create project row from committed deal to speed planning

Create project row from committed deal to speed planning

Your committed opportunities lack project entries, delaying resource allocation and onboarding. Add rows to a central allocation sheet so coordinators can prepare resources the same day.

Create project row from committed deal to speed planning

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Overview

When deals move to committed without a project row, onboarding and resource planning get delayed and reactive. This flow writes a ready project entry to your allocation sheet within minutes of the stage change so program coordinators can staff and onboard the same day.

Create project row from committed deal to speed planning