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IT: Generate standardized DDT and CPP reports into project folders

IT: Generate standardized DDT and CPP reports into project folders

IT admins pulling diagnostic fields manually create audit gaps and slow project reviews. This workflow generates DDT and CPP PDFs into the deal folder so project managers begin review immediately.

IT: Generate standardized DDT and CPP reports into project folders

Overview

Diagnostic reports assembled manually create audit exposure and slow project handoffs. This workflow generates standardized DDT and CPP PDFs, stores them in the deal's project folder, and updates the record—delivering auditable reports so project managers can begin review immediately.

Notable Features

  • Create DDT and CPP PDFs
  • Place reports in project folders
  • Update project record with links

IT: Generate standardized DDT and CPP reports into project folders