Readiness audit of the sample export

Verdict per program

Program Alder, ALD-27

REVIEW

Loadable once 5 REVIEW findings under R3, R5, R6, R7 each carry a decision and a note. No blockers.

Program Birch, BRC-28

BLOCK

Hold the load. 7 open BLOCK findings under R1, R2, R4, R8, R9, R10. 4 REVIEW findings under R3, R5, R6, R7 wait for decisions after the blockers clear.

Program Cedar, CDR-27

BLOCK

Hold the load. 11 open BLOCK findings under R1, R2, R4, R8, R9, R10. 4 REVIEW findings under R3, R5, R6, R7 wait for decisions after the blockers clear.

The five most expensive findings

Ranked by what each one costs if the finding reaches the first gate review after load. Each comes with the record, the evidence, and the zoomed plan where the record has a date.

Gate sequence integrity: Program Birch, gate G4 missing

BLOCK

Program Birch has no G4 Pre-production build milestone.

Why this one costs most. A missing gate removes a decision point from every stage-gate report. Gate reviews and portfolio dashboards show the program one gate short until someone rebuilds the gate by hand.

Proposed fix. Add G4 from the gate template and confirm the date with the program owner.

program: BRC-28
gate: G4
gateName: Pre-production build

Fig 4.1 R1-02, BRC-28, evidence from the sample run, sample data

Trace R1-02 through every rule

Dependency logic: CDR-A33 Pilot build

BLOCK

CDR-A33 sits inside a dependency loop.

Why this one costs most. A dependency loop stops date calculation for every activity downstream of the loop. The critical path for the program stops being computable.

Proposed fix. Break the loop: remove or reverse one link with the planner, then rerun the check.

activity: CDR-A33

Fig 4.2 R2-01, CDR-27, evidence from the sample run, sample data

Trace R2-01 through every rule

Financial rollup: BRC-W20 Electrical integration

BLOCK

BRC-W20 budget 1,990,000 differs from its children total 2,015,000 by -25,000.

Why this one costs most. A rollup which disagrees with its children puts two budgets on screen for the same program. Finance stops trusting the platform in the first month.

Proposed fix. Correct the child budget with finance, or restate the parent. The loader takes the rollup as entered.

budget: 1990000
childrenTotal: 2015000
difference: -25000

Fig 4.3 R8-01, BRC-28, evidence from the sample run, sample data

Trace R8-01 through every rule

Key reconciliation: BRC-AS007 RES-0O7 2027-02

BLOCK

Assignment BRC-AS007 uses resource code RES-0O7, which is not in the resource master.

Why this one costs most. An unknown cost center or resource code fails the row, or loads hours against nobody. Capacity and cost reports go wrong without an error.

Proposed fix. Proposal: RES-007 (1 character edit). Confirm with resource planning before changing.

value: RES-0O7
proposal: RES-007
distance: 1

Fig 4.4 R4-01, BRC-28, evidence from the sample run, sample data

Trace R4-01 through every rule

Orphans: BRC-A30 Software release 2

BLOCK

BRC-A30 Software release 2 points to WBS BRC-W99, which does not exist.

Why this one costs most. An orphan activity has no cost owner and drops out of every WBS rollup. Hours and dates disappear from the program view.

Proposed fix. Reassign the activity to an existing WBS node with the program controls lead.

wbs: BRC-W99

Fig 4.5 R9-01, BRC-28, evidence from the sample run, sample data

Trace R9-01 through every rule

Full prioritized list

31 open findings, BLOCK first, then by ruleSample data
Finding	Severity	Program	Message	Proposed fix
R1-01	BLOCK	CDR-27	G2 is dated 2028-01-04, on or after G3 at 2027-09-14.	Reorder the G2 and G3 dates with the program owner. Gate dates increase with gate order.
R1-02	BLOCK	BRC-28	Program Birch has no G4 Pre-production build milestone.	Add G4 from the gate template and confirm the date with the program owner.
R2-01	BLOCK	CDR-27	CDR-A33 sits inside a dependency loop.	Break the loop: remove or reverse one link with the planner, then rerun the check.
R2-02	BLOCK	CDR-27	CDR-A34 sits inside a dependency loop.	Break the loop: remove or reverse one link with the planner, then rerun the check.
R2-03	BLOCK	CDR-27	CDR-A35 sits inside a dependency loop.	Break the loop: remove or reverse one link with the planner, then rerun the check.
R2-04	BLOCK	BRC-28	BRC-A07 starts 2027-03-12, before BRC-A06 finishes 2027-03-18 plus 2 days lag.	Move BRC-A07 start to 2027-03-20 or later, or confirm the link type with the planner.
R2-05	BLOCK	BRC-28	BRC-A12 starts 2027-07-12, before BRC-A11 finishes 2027-07-16 plus 3 days lag.	Move BRC-A12 start to 2027-07-19 or later, or confirm the link type with the planner.
R2-06	BLOCK	CDR-27	CDR-A18 starts 2027-09-30, before CDR-A17 finishes 2027-10-08 plus 3 days lag.	Move CDR-A18 start to 2027-10-11 or later, or confirm the link type with the planner.
R4-01	BLOCK	BRC-28	Assignment BRC-AS007 uses resource code RES-0O7, which is not in the resource master.	Proposal: RES-007 (1 character edit). Confirm with resource planning before changing.
R4-02	BLOCK	CDR-27	Assignment CDR-AS012 uses resource code RES-25, which is not in the resource master.	Proposal: RES-005 (2 character edit). Confirm with resource planning before changing.
R4-03	BLOCK	CDR-27	WBS CDR-W31 uses cost center CC-445, which is not in the cost center master.	Proposal: CC-440 (1 character edit). Confirm with finance before changing.
R8-01	BLOCK	BRC-28	BRC-W20 budget 1,990,000 differs from its children total 2,015,000 by -25,000.	Correct the child budget with finance, or restate the parent. The loader takes the rollup as entered.
R8-02	BLOCK	CDR-27	CDR-W40 budget 1,560,000 differs from its children total 1,548,000 by 12,000.	Correct the child budget with finance, or restate the parent. The loader takes the rollup as entered.
R8-03	BLOCK	CDR-27	CDR-W51 is in EUR. The program currency is USD.	Convert to USD at the finance rate, or correct the currency code.
R9-01	BLOCK	BRC-28	BRC-A30 Software release 2 points to WBS BRC-W99, which does not exist.	Reassign the activity to an existing WBS node with the program controls lead.
R9-02	BLOCK	CDR-27	CDR-A44 Lessons learned points to WBS CDR-W60, which does not exist.	Reassign the activity to an existing WBS node with the program controls lead.
R10-01	BLOCK	CDR-27	activity CDR-A40 has no finishDate (legacy column finish_dt).	Fill finish_dt in the source export, or ask the owner for the value. The loader requires the field.
R10-02	BLOCK	BRC-28	milestone BRC-MS10 has no owner (legacy column owner).	Fill owner in the source export, or ask the owner for the value. The loader requires the field.
R3-01	REVIEW	ALD-27	Prototype release lands on 2027-06-05, Saturday.	Shift to 2027-06-07, the next working day (sample policy: forward).
R3-02	REVIEW	ALD-27	Software freeze lands on 2027-09-06, the sample holiday Labor holiday (sample).	Shift to 2027-09-07, the next working day (sample policy: forward).
R3-03	REVIEW	BRC-28	S.O.P. lands on 2028-07-08, Saturday.	Shift to 2028-07-10, the next working day (sample policy: forward).
R3-04	REVIEW	CDR-27	Homologation granted lands on 2028-09-10, Sunday.	Shift to 2028-09-11, the next working day (sample policy: forward).
R5-01	REVIEW	ALD-27	"design freeze" is a variant of "Design freeze".	Rename to "Design freeze".
R5-02	REVIEW	BRC-28	"S.O.P." is a variant of "Start of production".	Rename to "Start of production".
R5-03	REVIEW	CDR-27	"SoP" is a variant of "Start of production".	Rename to "Start of production".
R6-01	REVIEW	BRC-28	RES-004 carries 203 h against 150 h capacity in 2027-09 (135 percent).	Move 53 h to another 2027-09 resource or period with resource planning.
R6-02	REVIEW	ALD-27	RES-011 carries 182 h against 130 h capacity in 2027-05 (140 percent).	Move 52 h to another 2027-05 resource or period with resource planning.
R6-03	REVIEW	CDR-27	RES-017 carries 210 h against 140 h capacity in 2027-06 (150 percent).	Move 70 h to another 2027-06 resource or period with resource planning.
R7-01	REVIEW	ALD-27	First part shipped sits 18 days after its baseline 2027-12-17, with no change record.	Attach the approved change record, or return the date to baseline.
R7-02	REVIEW	BRC-28	S.O.P. sits 24 days after its baseline 2028-06-14, with no change record.	Attach the approved change record, or return the date to baseline.
R7-03	REVIEW	CDR-27	Prototype release sits 14 days before its baseline 2027-07-26, with no change record.	Attach the approved change record, or return the date to baseline.