PlanCost

Project Archiving

Identify projects marked as "Done" and move them to the 2024 Archive folder.

Part of Inventory alerts

Tools

files, databases

Outcomes

Shortages seen before the customer asks • No expedite freight paid in a panic • Stock bought against real demand • Overstock caught before it ages

Documentation

Instruction-ready detail below

Identify projects marked as "Done" and archive them to the <databases>database</databases>.

Instruction file

Identify projects marked as "Done" and archive them to the <databases>database</databases>.

Setup requirements

Tools

files, databases

Other automations in this workflow

Stock Monitoring

Monitor inventory spreadsheets for low stock items and alert the procurement team.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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