Keep project managers working from the latest cancellation report
Keep project managers working from the latest cancellation report
Project managers miss cancellation CSVs in email, causing stale status tracking and wrong decisions. Ensure the shared report is updated from new CSVs so project managers act on current cancellations.
Overview
When cancellation reports lag, project managers make decisions on stale information and schedules drift. This workflow replaces the shared CancellationReport whenever a new CSV arrives, eliminating outdated files and keeping decision-makers aligned. Teams report faster handoffs and zero confusion over cancellation status.
Notable Features
- Replace shared report on CSV receipt
- Filter attachments by CSV file type
- Notify project managers after replacement