Keep project managers' hours and billing metrics current
Keep project managers' hours and billing metrics current
Project managers miss updated time entries from incoming webhooks, causing inaccurate billing and wrong resource allocation. This updates project records with aggregated hours so PMs reconcile faster.
Overview
Project managers risk inaccurate invoices and misallocated resources when time entries don't flow into project records. This workflow aggregates time entries and writes totals back to CRM projects, eliminating manual reconciliation and keeping billing and capacity reports current. Operations teams report shorter reconciliation cycles and fewer billing disputes.
Notable Features
- Aggregate time entries from task system
- Update project records with totals
- Notify PMs of mismatched hours