Illustrative example · no customer data
An appraisal changes. Keep its basis visible.
Follow an example from the first decision to the project record. Use it to see how the steps fit together.
1. Source
Start with a dated opportunity appraisal. Record the assumptions behind cost, value and timing.
2. Action
A later cost estimate changes the forecast. Save a new scenario without replacing the approved budget.
3. Evidence
Connect the cost basis and funding assumptions. Forecast drawdowns remain separate from recorded bank cash.
4. Review
Compare the scenario, funding need and completion forecast. Review shared costs and internal transfers before consolidation.
5. Closure
Approve the revised basis through the project controls. Keep unresolved allocations and cash differences visible.