Keep project managers' claim records complete and accurate

Project managers see missing claim fields cause reporting delays and manual reconciliation. This fills rows from your master list so records stay complete and decisions proceed with confidence.

Overview

Missing claim fields stall reporting and force manual reconciliation, risking delayed project decisions. This workflow keeps settled claim rows complete by pulling values from your master list and surfacing exceptions to project managers, eliminating manual fixes and protecting reporting accuracy.

Notable Features

Fill missing claim fields from master
Match rows by claim number
Notify project managers about priority gaps