Desktop-first. Default view shows only what the PM needs to file today. "Show history" expands the full audit column set (Original → COs → CTCs → Current Budget) scrolling left. Spec: docs/specs/SPEC_ctc_adjustments_v1.md.
Key Construction · Tulsa, OK · status: In Progress · last CTC review: 14 days ago
Sections: 1) Cost-code review table · 2) Entry dialog (Overrun) · 3) Entry dialog (Underrun) · 4) Margin audit trail · 5) Close-out hard-gate · 6) Design annotations
Default: just what you need today. "Show history" scrolls the full audit trail in from the left.
| Cost code | Original 🔒at bid · locked | CO #1Jan 2026 · from QB 🔒 | CTC #1Mar 2026 · filed here | Current Budget | Spent | Remaining | Status | Action |
|---|---|---|---|---|---|---|---|---|
Plumbing — Labor & Materials Plumbing · labor |
$320,000 | +$12,000 | — | $332,000 | $215,000 | $117,000 | ● On track | |
Plumbing — Underground Plumbing · labor |
$95,000 | — | −$30,000Amend | $65,000 | $58,000 | $7,000 | ▼ Underrun · filed | |
Plumbing — Top-out Plumbing · labor |
$145,000 | +$8,000 | +$20,000Amend | $173,000 | $95,000 | $78,000 | ▲ Overrun · filed | |
Plumbing — Trim Plumbing · labor |
$78,000 | — | — | $78,000 | $82,200 | −$4,200 | ⚠ Already over · CTC required | |
HVAC — Labor & Materials HVAC · labor |
$285,000 | +$15,000 | — | $300,000 | $198,000 | $102,000 | ● On track | |
HVAC — Equipment HVAC · materials |
$92,000 | — | — | $92,000 | $92,000 | $0 | ○ Not yet reviewed |
|
Bonds & Permits Other · misc |
$8,500 | — | — | $8,500 | $7,200 | $1,300 | ● On track | |
Margin / Profit Residual · not a cost code |
$187,500 | — | +$10,000 | $197,500 | — | — | ✦ Net gain · +$10,000 |
Opens centered on screen over a dark backdrop (see §6). Not anchored to the button.
Same shape, opposite direction. PM picks where the surplus goes.
Always shown on the project page. Net total computed from rows — never stored.
| Date | Type | Amount | Source / Destination | Reason · filed by |
|---|---|---|---|---|
| Mar 2026 | ✦ Margin gain | +$15,000 | From Plumbing — Underground (underrun) | Underground came in clean — no rock, no utility encounters · Josh M. |
| Mar 2026 | ⚠ Margin draw | −$5,000 | To Plumbing — Top-out (overrun coverage) | Q&A on tile spec required additional labor · Josh M. |
Replaces the old "Acknowledge and proceed without CTC" override card.
Closing month: April 2026
Move $ between buckets for inter-bucket rebalancing. Cost codes already over budget must be resolved with a CTC — no override path.
Centered on screen with a dark overlay backdrop — not anchored to the row or button that was clicked. This is standard Radix Dialog behavior (already used elsewhere on the site).
Why not near the button: the row could be near the bottom of the screen, which would push the dialog off-screen. Centering keeps it fully visible regardless of scroll position and gives the PM a focused entry context.
Nothing commits until "Save adjustment" is clicked. While the dialog is open every field is live-editable: change the amount, swap a source dropdown, adjust source amounts, delete a source row with ×, or rewrite the reason. The reconciliation bar turns red/green live as amounts change.
To change which cost code you're filing for (e.g. accidentally opened Trim but meant Top-out): click Cancel or × — no data is saved — then click the correct row's action button.
No auto-save or draft in v1. Closing the dialog discards all in-progress entries. Once saved, the entry is permanent (amend-only via supersede — no delete).
The Original column is the Job Registry / EAB at bid date. Read-only in CRSApp — to correct it, edit in QuickBooks and it will update on next nightly sync.
CO columns are also locked here — they come from QB change orders via sync. Edit the CO in QB; it pulls in automatically.
CTC columns show an "Amend" link when history is visible. Amending creates a new CTC row that supersedes the old one — the original is preserved in the audit trail.
Future: CFO override path for edge cases (pre-import projects with no QB history). Not in v1.
All six sections rendered. Updated 2026-04-26. Spec: docs/specs/SPEC_ctc_adjustments_v1.md.