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For IT: create project and finance records from intake events

For IT: create project and finance records from intake events

IT directors see intake events create duplicate or missing project records, leaving sales and operations without full charters. This creates or flags records so ops and sales have complete intake entries.

For IT: create project and finance records from intake events

Overview

Missed or duplicate project intakes create confusion for renewables operations and slow financing handoffs. This workflow ensures every intake either becomes a complete project and financing record or is flagged for review, delivering an auditable intake trail and faster handoffs between IT, ops, and sales.

Notable Features

  • Create project and financing records
  • Flag duplicate intake events
  • Alert ops and sales instantly

For IT: create project and finance records from intake events