Keep renewables project cancellations reconciled with retention records

Ops coordinators miss retention matches when projects show CANCELLED, causing reconciliation gaps. It flags cancelled projects excluding certain partners so ops can find or create the retention record.

Overview

Missed retention matches after project cancellations create reconciliation backlog and operational risk for renewables programs. This workflow flags cancelled projects (excluding specified partners), matches or creates the retention record, and routes a reconciliation task to ops—enabling faster handoffs and fewer missed follow-ups.

Notable Features

Filter cancelled projects by submission date
Exclude records from specified partners
Locate or create retention records