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.

Remove project allocations from roster on project close

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.

Remove project allocations from roster on project close