Update project intake row from project code change
Update project intake row from project code change
Your intake sheet goes out of date when codes are only set on the board, causing scheduling and billing confusion. It keeps intake rows accurate so producers and billing act same day.
Overview
Project codes entered only on the board often leave intake spreadsheets stale and cause scheduling or billing friction. This workflow writes the code into your central intake row immediately, giving producers and billing staff accurate data the same day.