Tracking Active Projects
Created
Dec 12, 2024
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Last Updated
Dec 12, 2024
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For
Account Manager
We have a quarterly metric in the Operations Circle, called Active Projects, that should give you the information you need to find accounts and determine the timing for project check-ins.
If the contract in question is a convenience contract, those contracts are listed on the spreadsheet along with their contract number and any projects under that contract will also have the convenience contract number listed, so you should be able to search or filter Column J to see all active projects under the convenience contract.