Refresh active project roster in shared project sheet
Refresh active project roster in shared project sheet
Active project list drifts from source, leaving CSMs without current resource or timeline context. It delivers up-to-date project rows to your shared sheet so CSMs can prep before morning meetings.
Overview
Stale project rosters make CSM prep inefficient and risk missed issues in client calls; this flow refreshes active projects into your team sheet every morning. That gives CSMs accurate assignment and timeline context ahead of daily touchpoints.