Head of construction: centralize rehab CSVs per project
Head of construction: centralize rehab CSVs per project
Head of construction loses trustpoint CSVs when deal fields change, causing Rehab Draws to be misplaced and delaying draw reviews. It copies the CSV into Rehab Draws so PMs always find the file.
Overview
Misplaced trustpoint CSVs stall draw reviews and put project timelines at risk. This workflow ensures every trustpoint CSV lands in the deal's Rehab Draws folder, giving project managers one authoritative file and eliminating missed draw documents. With automated notifications and folder creation, PMs consistently find the files they need and handoffs happen faster.
Notable Features
- Copy trustpoint CSVs to folders
- Create Rehab Draws folder if missing
- Alert PMs when file attached