Source authority
Where each figure is mastered, and what disagrees with it. A source line in a visual’s review footer names the authority first; the full comparison lives here. Every row marked “Awaiting decision” needs a business decision, not a build decision.
| Ref | Register table | Measure | Authority | Alternate | Source line | Status |
|---|---|---|---|---|---|---|
| VF-1 | Value — forecast | Estimated package value | D365 — Estimated Order Value (corrected 10 Sep 2026) | Smartsheet Est Package Value | D365 (authority) — Smartsheet differs | Proposed · Awaiting decision |
| VF-2 | Value — forecast | Estimated pull-through per year | D365 — Yearly Sales Potential (corrected 10 Sep 2026) | Smartsheet Est Pull Through Business per Year | D365 (authority) — Smartsheet differs | Proposed · Awaiting decision |
| VF-3 | Value — forecast | Agreed pull-through value | Smartsheet — AGREED_Pull_through_value | None | Smartsheet | Proposed · Awaiting decision |
| VA-1 | Value — achieved | Package sales to date | Smartsheet — CET_Package_Sales_to_Date | M3 via customerorderinvoice | Smartsheet | Proposed · Awaiting decision |
| VA-2 | Value — achieved | Pull-through per year, actual | Smartsheet — Actual_Pull_Through_Business_per_year | M3 via customeraggregatedsales | Smartsheet | Proposed · Awaiting decision |
| VA-3 | Value — achieved | Additional services sales to date | Smartsheet — Additional_Services_Sales_to_Date | M3 | Smartsheet | Proposed · Awaiting decision |
| VA-4 | Value — achieved | Service sale value | Smartsheet — Service_Sale_Value, Service_Type | M3 | Smartsheet | Proposed · Awaiting decision |
| CC-1 | Cost and contribution | Cost to date | Smartsheet — Project_Cost_to_Date | EPMS seco_costline, Databricks productportfoliofinancecost | Smartsheet | Proposed · Awaiting decision |
| CC-2 | Cost and contribution | Demo tooling spend | Smartsheet — Demo_Tooling_Spend, Demo_Tooling_Material_Spend | None | Smartsheet | Proposed · Awaiting decision — access withheld |
| CC-3 | Cost and contribution | Travel and hotels | Smartsheet — Travel_and_Hotels_costs | None | Smartsheet | Proposed · Awaiting decision |
| CC-4 | Cost and contribution | Regional project cost | Smartsheet — Regional_Project_Cost, Regional_Project_Charge | None | Smartsheet | Proposed · Awaiting decision |
| CC-5 | Cost and contribution | i-Hub SLA charge | Smartsheet — I_Hub_SLA_Charge | None | Smartsheet | Proposed · Awaiting decision |
| CC-6 | Cost and contribution | Budget | Smartsheet — AMRC_Total_Budgeted_Project_Cost | None | Smartsheet | Proposed · Awaiting decision — one partner only |
| CC-7 | Cost and contribution | Project contribution | Derived — achieved value less cost to date | Databricks fact_invoice_margin | Derived | Proposed · Awaiting decision |
| EF-1 | Effort | Hours | Smartsheet — Hours_Spent_on_the_Project_to_Date | EPMS seco_timeentry | Smartsheet | Proposed · Awaiting decision |
| EF-2 | Effort | Hours excluding programming | Smartsheet — Hours_Spent_on_the_Project_to_Date_exclu_progs | None | Smartsheet | Proposed · Awaiting decision |
| EF-3 | Effort | Programming hours | Smartsheet — No_of_hours_spent_on_programming | None | Smartsheet | Proposed · Awaiting decision |
| EF-4 | Effort | Hours on SoW | Smartsheet — No_of_hours_on_SoW | None | Smartsheet | Proposed · Awaiting decision |
| EF-5 | Effort | Hours left to complete | Smartsheet — Total_hours_left_to_complete_the_project | None | Smartsheet | Proposed · Awaiting decision |
| EF-6 | Effort | Return on effort | Smartsheet — Return_on_Effort | None | Smartsheet | Proposed · Awaiting decision |
| SV-1 | Savings | Estimated saving per year | Smartsheet — Estimated_Cost_Saving_per_year | None | Smartsheet | Proposed · Awaiting decision |
| SV-2 | Savings | Actual saving per year | Smartsheet — Actual_Cost_Saving_per_year | None | Smartsheet | Proposed · Awaiting decision |
| SV-3 | Savings | Estimated saving per component | Smartsheet — Estimated_cost_saving_per_component | None | Smartsheet | Proposed · Awaiting decision |
| SV-4 | Savings | Estimated consumable spend per component | Smartsheet — Estimated_consumable_spend_per_component | None | Smartsheet | Proposed · Awaiting decision |
| SV-5 | Savings | Cycle time, current and target | Smartsheet — Current_or_Target_Cycle_Time | None | Smartsheet | Proposed · Awaiting decision |
| DIM-1 | Dimensions | iHub | The sheet name — not a column | None | Smartsheet — hub identity is the sheet, not a column | Proposed · Awaiting decision |
| DIM-2 | Dimensions | Market | Smartsheet — Final_Seco_Market_Location | None | Smartsheet | Proposed · Awaiting decision |
| DIM-3 | Dimensions | Sales region, team | Smartsheet — UK_Sales_Region, UK_Sales_Team | None | Smartsheet | Proposed · Awaiting decision |
| DIM-4 | Dimensions | Customer | Smartsheet account numbers, joined to CRM | None | Smartsheet and CRM | Proposed · Awaiting decision |
| DIM-5 | Dimensions | Customer segment | CRM — seco_customersegment | None | CRM | Proposed · Awaiting decision |
| DIM-6 | Dimensions | Component segment | Smartsheet — Global_Component_Segment | None | Smartsheet | Proposed · Awaiting decision |
| DIM-7 | Dimensions | Project type | Smartsheet — Project_Type and R_D_Project_Type | None | Smartsheet — two lists in source, unreconciled | Proposed · Awaiting decision |
| DIM-8 | Dimensions | Restriction | Smartsheet — Confidential, NDA, Military_Project, Country_Of_Origin | None | Smartsheet | Proposed · Awaiting decision |
| DIM-9 | Dimensions | Calendar | Databricks — dim_calendar, calendarm3, workingdays | None | Databricks | Proposed · Awaiting decision |
| DIM-10 | Dimensions | Currency | Databricks — dim_currency, fact_currencyrate | None | Databricks | Proposed · Awaiting decision |
Divergences from the Operational Reporting prototype
Where this report deliberately differs from its sibling, and why. Proposed · Awaiting decision.
| Ref | Subject | Operational | Financial | Reason | Status |
|---|---|---|---|---|---|
| DV-1 | Where the source-authority register lives | Moved out of the business-facing menu into an internal-only workshop section. | Kept under Governance and reference, business-facing. | Operational's register is an internal audit of the model. This one is where a business reader sees SA-1, SA-2 and the rest and is asked to decide them. Moving it internal would hide open decisions from the people who have to close them. | Proposed · Awaiting decision |
| DV-2 | Review-mode default | Review mode defaults ON. | Review mode defaults OFF (REVIEW_MODE_DEFAULT in src/features/review/review-store.ts). | The BI developer builds exactly what the prototype shows, and nobody should build review buttons into Power BI. One named constant, so flipping it to match Operational is a one-line change. | Proposed · Awaiting decision |
| DV-3 | The word EXCLUDE | EXCLUDE carries only the review meaning. | EXCLUDE is also the null-discipline word on coverage lines — "31 closed projects excluded — no value recorded". | The collision is real and is raised rather than worked around. The verdict button keeps the agreed word until the business owner decides. | Proposed · Awaiting decision |
| DV-4 | Restricted projects — customer and row-level figures | docs/reporting/RLS.md, Restriction clearance: name, reference, iHub, stage and portfolio totals and counts visible without clearance; drillthrough, cost breakdown, scope-change trail and person-level hours withheld. Silent on the customer and on figures on the project's own row. | Without clearance the customer and every money and hours figure on a restricted row read "Withheld"; the row has no drill; ranked lists move it below "Restricted — figures withheld"; one-mark-per-project charts do not draw it; a figure resting only on restricted projects reads "Withheld". Totals unchanged. Clearances are placeholders — source unconfirmed. | Extension proposed by the programme team on 2 October 2026. Owner to confirm: Jon Shipley. Recorded in spec_v2/SOURCE_AUTHORITY.md, "Restricted projects — Proposed". | Proposed · Awaiting decision |
| DV-5 | Page 7 against docs/reporting/PAGES.md | docs/reporting/PAGES.md lists page 7 as cards 7.1–7.3, steps 7.4, conversion 7.5, value 7.6, region 7.7, reason lost 7.8, list 7.9. | 7.1, 7.2, 7.3 and 7.5 retired (codes not reused); 7.10 and 7.11 added (7.12 reserved, unused); 7.4, 7.6, 7.7, 7.8 and 7.9 changed. | Proposed — asked for by Carlo Conta in review, 5 October 2026. Jon Shipley has not seen it. The pack is protected and was not edited. | Proposed · Awaiting decision |
| DV-6 | Page 7 is taller than the canvas | Every page is one 1600 × 900 canvas. | Page 7 is authored taller and scrolls; Fit to width is its default view, for that page only. Every other page keeps the one canvas. | Proposed — asked for by Carlo Conta in review, 5 October 2026. Jon Shipley has not seen it. Power BI form open: Q32. | Proposed · Awaiting decision |
| DV-7 | 7.4 loses its value columns | 7.4 carried Package sales, Engineering services and Ongoing business per year at each step (added 2 October at Jon Shipley's request of 2 September). | 7.4 carries counts, change against the previous period and conversion only. Value by step is shown by year in 7.10, as one total. | Proposed — asked for by Carlo Conta in review, 5 October 2026. Jon Shipley has not seen it. Open question Q21. | Proposed · Awaiting decision |
| DV-8 | 7.6 and 7.7 now agree | Instruction of an earlier round: do not adjust 7.6 or 7.7 to make the totals agree. | Withdrawn for page 7. 7.6, 7.7 and 7.10 read one set of placeholder rows per request; 7.7's bars add up to 7.6's total. Grand total and yearly totals unchanged. | Proposed — asked for by Carlo Conta in review, 5 October 2026. Jon Shipley has not seen it. Open question Q22. | Proposed · Awaiting decision |
| DV-9 | Page 1 is named Portfolio overview | docs/reporting/PAGES.md names page 1 “Financial overview”. | Page 1 is named “Portfolio overview” on screen: page title, left menu, browser tab, tutorials and text naming page 1. Report name “Financial reports”, subtitle, address and old changelog entries unchanged. | Proposed — asked for by Carlo Conta, 5 October 2026 (“Take away ‘financial’, say ‘overview’”). Wording chosen by the programme team. Awaiting Jon Shipley. The pack is protected and was not edited. | Proposed · Awaiting decision |
| DV-10 | Page 1 against docs/reporting/PAGES.md | docs/reporting/PAGES.md lists page 1 as six bands, one trend, one breakdown and the attention strip. | 1.6 retired (code not reused); 1.10 Service sales and 1.11 Invoiced service sales by region added; 1.1, 1.2, 1.3, 1.4, 1.5, 1.7, 1.8 and 1.9 changed. Page 1 is taller than the canvas and scrolls, Fit to width by default; text is not shrunk. | Proposed — asked for by Jon Shipley, Paul and Jason in review, 2 October 2026. The pack is protected and was not edited. | Proposed · Awaiting decision |
| DV-11 | Invoiced sales appear on page 1 | Banner of 10 September 2026: value is forecast, not achieved sales; recognised revenue is out of scope. | Page 1 shows quoted and invoiced sales, entered by hand in EPMS project impact (Jon Shipley, 5 October 2026), not taken from M3. The later statement governs page 1; pages 2 to 7 keep the 10 September note. | Proposed — asked for by Jon Shipley, Paul and Jason in review, 2 October 2026. The pack is protected and was not edited. | Proposed · Awaiting decision |
| DV-12 | Money leaves the cost side of page 1 | 1.4 was cost against budget in money; 1.7 carried a cost line. | 1.4 is hours against budget, no money; the cost line is removed from 1.7. No cost model exists for people's time. | Proposed — asked for by Jon Shipley, Paul and Jason in review, 2 October 2026. The pack is protected and was not edited. | Proposed · Awaiting decision |
| DV-13 | Ongoing business plotted by month beside one-time sales | 1.7's caption said ongoing business, a yearly rate, is not plotted on the one-time axis. | 1.7 plots ongoing business confirmed, in the month it was confirmed, on the shared axis. Jason raised the scale; Jon Shipley wants to try one chart first. | Proposed — asked for by Jon Shipley, Paul and Jason in review, 2 October 2026. The pack is protected and was not edited. | Proposed · Awaiting decision |
| DV-14 | 1.1 no longer reads page 7's pipeline total | 1.1 showed page 7's pipeline value (£18.8m). | 1.1 is the ongoing business pipeline per year (the figure the old 1.3 showed). Page 7 unchanged. | Proposed — asked for by Jon Shipley, Paul and Jason in review, 2 October 2026. The pack is protected and was not edited. | Proposed · Awaiting decision |
| DV-15 | Page 1 layout and visual 1.12 are not in PAGES.md | docs/reporting/PAGES.md defines page 1 without four named bands and without 1.12. | Page 1 is four named bands (Ongoing business, Sales, Hours, Needs a decision), cards left about 30%, chart right about 70%; 1.12 Ongoing business by year is new. | Proposed by the programme team, 6 October 2026, from Carlo Conta's review of 5 October and Jon Shipley's of 2 October. Neither has seen this layout. The pack is protected and was not edited. | Proposed · Awaiting decision |
| DV-16 | Page 1 long captions move into the information box | Long captions printed on each card and chart. | Each page 1 visual carries an information box of up to three lines (what it is, how it is calculated, keep in mind); at most one caption line stays on a chart. | Proposed by the programme team, 6 October 2026, from Carlo Conta's review of 5 October and Jon Shipley's of 2 October. Neither has seen this layout. The pack is protected and was not edited. | Proposed · Awaiting decision |
| DV-17 | Page 1 states what a visual leaves out once | A completeness line and a separate exclusion note (“146 of 180 projects excluded — no value recorded…”) were both printed. | Each page 1 visual prints its completeness line only; the separate exclusion note is not printed. It remains in the alt text and table view where it applies. | Proposed by the programme team, 6 October 2026, from Carlo Conta's review of 5 October and Jon Shipley's of 2 October. Neither has seen this layout. The pack is protected and was not edited. | Proposed · Awaiting decision |
| DV-18 | Page 1 source mark printed once, at the foot | Cards printed a source mark at the top and the review footer printed it again; charts carried a source chip beside the title. | Each page 1 visual prints its source mark once at the foot. With review mode on, the review row carries the same line in its place. | Proposed by the programme team, 6 October 2026, from Carlo Conta's review of 5 October and Jon Shipley's of 2 October. Neither has seen this layout. The pack is protected and was not edited. | Proposed · Awaiting decision |