Skip to content

Master CO Log - cross-project CO rollup + analytics

StageEstimated
StatusDeferred
Design statusIn progress
Estimate3w (L)
ConfidenceLow
LinearPIN-61 ↗
Linear statusBacklog
DesignDesign ↗
Linear epicFinancial Management & Reporting
ModuleBilling ↗

Priority: Medium · Route: /executive/co-log

Scope

Cross-project rollup of every CO, COR, and backcharge across all active projects into one filterable log, sourced from per-project Change Orders. (Source: PIN-61.)

Acceptance criteria

  • Single table across all projects: project name, CO number, type (COR / CO / Backcharge), description, amount, status, date
  • Filter by project, type, status, and date range
  • Summary KPIs: total pending value, total approved value, total backcharges
  • Sortable columns
  • Export to CSV/PDF
  • Aggregated live from per-project Change Orders

Conor's comments

Ties into Project Detail - Change Orders. Full summary sheet

Notes

Per-project COs exist; rollup is empty screen; C12

Open question for Conor

The one-page spec