Engineering: generate and attach cutsheets to project records

Engineers updating CAPEX records miss formatted cutsheets, causing review delays. Attaching a standardized cutsheet to the project record ensures engineers start reviews with the right file.

Overview

Missing or inconsistent cutsheets stall engineering reviews and lead to rework during approvals. This workflow generates and attaches standardized cutsheets to the project record, eliminating manual handoffs and ensuring engineers have the right file for review. Teams report faster handoffs and fewer document errors when files are consistently built and linked.

Notable Features

Create cutsheets from updated records
Attach PDF cutsheets to records
Notify engineering and operations for review