Scope and margin review
Finds the agreed scope, changes and effort evidence for each variance discussion.
Run the firm
The saved work
A delivery plan with role constraints
Analyst: available 24h; baseline 8h/case; revised 4h/case; 1 case(s) need 4h; overload 0h.
Reviewer: available 6h; baseline 2h/case; revised 4h/case; 1 case(s) need 4h; overload 0h.
Case-equivalent capacity 3 → 1.5; these are not scheduled/completed engagements.
A related local example. It shows the stated part of the work, not every step in this design. Read it in saved outputs
- Starts when
- New request or project variance
- What it works from
- Contract, change history, actuals and estimate to complete
- What it prepares
- Variance explanation, uncertainty and change options
- What your team decides
- Lead validates scope; finance owns accounting and fee action
What this helps your team do
Full local checks for this workflow are paused. Any saved excerpt shows only its stated part of the work.
Responsibilities connected
See what each agent is responsible for preparing in this workflow. These are designs and local examples, not a set of independently running agents.
When it stops and asks
Stale/missing finance, people or effort data remains unknown; the owner receives bounded options rather than an invented operational fact.
Supported scope, source access and authority are agreed for each installation.