Project managers create impact reports when awards exceed $3,000
Project managers create impact reports when awards exceed $3,000
Project managers miss reporting deadlines when accepted awards go untracked. This workflow creates an Impact Report with a three-month due date so every qualifying award has a tracked deliverable.
Overview
Missed impact reports create compliance gaps and leave deliverables untracked. This workflow turns accepted awards above the threshold into Impact Report records with a three-month due date, eliminating missed follow-ups and giving project managers clear timelines. The result is consistent handoffs and visible, tracked deliverables for every qualifying award.
Notable Features
- Create Impact Report records
- Set three-month due dates
- Notify assigned project manager