For construction managing directors: Move and rename project folders

Managing directors in construction see handovers stall when won-deal folders sit under wrong parents, risking delayed kickoffs. It moves and renames folders on deal win so handover starts immediately.

Overview

Misfiled project folders stall kickoffs and create avoidable rework. This workflow moves and renames project folders as deals close so project managers receive the right files immediately, eliminating manual folder hunts. The outcome is consistent handovers and fewer manual interventions at project start.

Notable Features

Move project folders on deal win
Rename folders to job and owner
Notify project managers of handover