Project Detail - Budget change tracking¶
| Stage | Estimated |
|---|---|
| Status | Deferred |
| Design status | In progress |
| Estimate | 1w (M) |
| Confidence | Low |
| Linear | PIN-866 ↗ PIN-860 ↗ |
| Linear status | Done · +1 backlog |
| Design | Design ↗ |
| Linear epic | Project Management & Controls |
| Module | Billing ↗ |
Status check: deferred, but shipped work exists
This surface is marked deferred, yet Linear shows PIN-860 as Done. Confirm whether it actually shipped (move the status off deferred) or only the remaining scope is deferred. Flagged for reconciliation.
Priority: Medium
Scope¶
Formalizes the budget-change workflow: an approved Base Budget PO overage creates an auditable budget adjustment, while an approved External Change Order remains an independent funding pool — closing the gap between a PO/CO request and the budget actually changing. (Source: PIN-866, PIN-860.)
Acceptance criteria¶
- PO funding source is limited to Base Budget or External CO (Internal CO retired for new requests; historical rows stay visible)
- External CO funding requires a canonical approved CO with a matching cost code; without one it shows as "Unallocated External CO" and cannot fund a PO
- On approval, the funding pool is locked and revalidated: a Base Budget overage requires executive approval and appends an auditable adjustment; an External CO overage is rejected
- Budget adjustments are append-only and immutable — corrections use a compensating entry referencing the original
- Budget view separates Original, Approved Adjustments, Revised Funded, Pending Exposure, Approved/Reserved, Issued/Committed, Remaining, and Unallocated/Legacy Exposure, with Base and each External CO shown as independent pools
- Approved legacy Internal CO displays only as "Internal Variance" and never enters the funded budget
- Full audit trail on every request, approval, and adjustment: actor, timestamp, reason, amount, cost code, source link
Conor's comments¶
Need to clarify what his is. Budgets are used for Issuing or requesting POs. If a PO is issued from estimating that PO will have to be accounted for in the project budget tracking and the PO module.
Notes¶
Gap between PO request and approval unclear
Open question for Conor¶
Define request→approval workflow (Artem to investigate)