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Create time project for service case in workspace

Create time project for service case in workspace

Your advisory cases lack matching time projects, leaving consultants without billing context. The flow creates project records so billing and managers can start time capture same day.

Create time project for service case in workspace

Overview

When advisory cases move to your specialist owner, this flow builds the matching time project so consultants can start tracking hours immediately. That removes manual project setup and delivers billing-ready records the same day.

Create time project for service case in workspace