Update project budget board with changed milestone hours
Update project budget board with changed milestone hours
Your CRM milestone hours aren't reflected on the project budget board, leaving billable totals out of date. It keeps the budget board current so PMs and finance see accurate hours within minutes.
Overview
Stale milestone hours make budget dashboards unreliable and force PMs into manual reconciliation. This flow pushes updated planned and billable hours from the CRM to the budget board so PMs and finance see aligned numbers within minutes.