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Create weekly timesheet items from billable project reports

Create weekly timesheet items from billable project reports

Your ERP billable timesheet rows go untracked, disconnecting hours and revenue from project planning. Convert those rows into board items so Sales Ops see billable hours before weekly forecasts.

Create weekly timesheet items from billable project reports

Overview

When billable timesheet rows sit in the ERP, revenue visibility lags and forecasts get noisy. This flow turns each qualifying row into a project board item so Sales Ops and account managers see billable hours and revenue ahead of the weekly forecast.

Create weekly timesheet items from billable project reports