Create time tracking project from reassigned support case
Create time tracking project from reassigned support case
Your reassigned cases lack a time project attachment, causing consultants to miss billable time and delaying invoicing. It creates a client project so staff can start tracking time the same day.
Overview
When cases move owners, missing time projects lead to lost billable hours and invoicing delays for your advisory teams. This workflow creates and links a client project to the case so consultants can start tracking time within minutes, helping billing close the same day.