Jeffrey Pratt provided a master template to update sales manager and end dates for all projects. Can we add configurations to where multiple projects can be closed out in the system. Right now, it is a manual effort to go into each entity and individually close out a project. It can be 5-50 projects at once.

Second idea is to configure the upload process from adaptive to D-365.

Currently, a project is inputted in adaptive and then emailed to IT for upload into D-365. Once upload into D-365, the user now has to go back into adaptive to delete the projects otherwise, the budget reflects zero. Again, a manual process.