Remove project allocations from roster on project close
Remove project allocations from roster on project close
Your project allocations can persist after a project is removed, causing incorrect staffing and billing. Removes linked allocation rows so coordinators see accurate assignments same day.
Overview
Stale allocation rows create staffing confusion and extra reconciliation work; this flow removes those rows automatically when a project is removed in your CRM. Your operations team will see accurate rosters within minutes, reducing manual cleanup before billing runs.