Create time tracking project from case owner change
Create time tracking project from case owner change
Your cases reassigned to the advisory owner lack linked time-tracking clients and projects, delaying billing and job setup. It provisions both records so coordinators can start tracking same day.
Overview
Cases reassigned to the advisory owner often arrive without a client or project for time capture, forcing manual setup and delaying billing. This flow provisions the client and project automatically so advisory leads and coordinators can start tracking and bill the same day.