Update project budget sheet when deal closes in pipeline
Update project budget sheet when deal closes in pipeline
Your won deals don't reach project budget sheets, leaving you without contract totals for planning. The workflow gives project managers current budget figures within minutes.
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Overview
When won deals don't land in your budget sheet, project mobilization and resource planning stall. This flow writes deal totals and stage data into the project budget worksheet so project managers get current numbers within minutes, enabling prompt allocation and kickoff.