Update project allocation item when primary staff changes
Update project allocation item when primary staff changes
When your allocation primary staff changes, linked items can lose staff connections and forecast references. Keep records current so resource managers see accurate staffing and forecasts same day.
Overview
Stale staff assignments break downstream allocation and forecasting, which slows planning and risks billing mismatches. This flow keeps allocation items and forecast links current by updating records within minutes of a primary staff change so resource managers get accurate views the same day.