Generate board-ready project PDFs for faster board reviews

Project managers set a Generate Board Data flag but missing or outdated files stall decisions. Produce a board-ready PDF attached to the project record so committees get current materials.

Overview

Board reviews stall when project data is outdated, exposing projects to governance risk and delayed decisions. This workflow produces and attaches a board-ready PDF to the project record, eliminating last-minute prep so committees always have current materials and reviews run smoothly.

Notable Features

Create PDF from project data
Attach PDF to project record
Notify managers and review committee