Total Open
50
To Do
46
In Progress
4
Bugs (Open)
5
Epics
7
Prototypes
10
Epics
| Key | Epic | Assignee | Status |
|---|---|---|---|
| SYH-147 | Time Sheets | Jyoti | To Do |
| SYH-97 | Vendor | Scott Murff | To Do |
| SYH-92 | Invoice | Hitesh Kanwar | To Do |
| SYH-54 | Costpoint | Jyoti | To Do |
| SYH-49 | Project | Scott Murff | To Do |
| SYH-48 | Bug | Scott Murff | To Do |
| SYH-47 | FFP | Scott Murff | To Do |
Team Assignment Summary
| Assignee | Open Items | In Progress | Focus Areas |
|---|---|---|---|
| Hareem | 11 | 3 | Invoice edit, upload bugs, vendor invoice fixes |
| Scott Murff | 22 | 0 | Costpoint, vendor, project config, invoicing |
| Jyoti | 5 | 0 | Costpoint email, UI changes, charge codes |
| Stephen Carlin | 2 | 1 | Azure DB, server optimization |
| Hitesh Kanwar | 1 | 0 | Invoice epic owner |
| Unassigned | 3 | 0 | Legacy items (SYH-17, 18, 19) |
⧉ Confluence: SYH Direction + Roadmap
⧉ Confluence: Jan 2026 Goals
⧉ Confluence: Jan 2026 Exec Summary
⧉ Notion: Natasha Setup (Mar 3)
⧉ Notion: Scott + Christa (Mar 3)
⧉ Notion: Scott + Lindsey (Feb 11)
⧉ Notion: Dean + SYH (Feb 12)
Program Rollout Tracker
| Priority | Program / Person | Type | Status | Latest | Next Action |
|---|---|---|---|---|---|
| P1 | Sossina | IC Timesheets | Setup | Nora, Mona, Benjamin invited | Double-check w/ Sossina 2/10 |
| P1 | Dhanila + Salma | IC Timesheets | Pending | What is the project name? | Get project name, charge code |
| P1 | Mark | Invoice | Blocked | Get my invoice to work | Debug invoice issue |
| P1 | Susan | Timesheets | Pending | What is the charge code? | Get charge code assigned |
| P1 | Matt K (Keiper) | SubK / Vendor | Setup | SYH submitted; Trent invoice; Upload of invoice | Call completed 1/30 — follow up after changes |
| P2 | Katherine Dammerman | Timesheets | Ready | Should be ready to go | Wednesday follow-up |
| P2 | Lindsey Reesing | IC + Vendor | Setup | Demo completed Feb 11; 2 ICs + Patriot vendor | Test timesheet flow; review Patriot invoice format |
| P2 | Brad Alden | Timesheets | Active | Done — ready to go | — |
| New | Alan Zeehick | IC (T&M, 80h/mo) | Beta | Better candidate than Natasha; charge code ICA.CHICK.2026 | Scott to reach out re: beta testing |
| New | Natasha | IC (flat-rate $690/mo) | Pending | Colombia-based; limited ongoing work; awkward fit | Decision after Alan beta results |
| New | Christa (TRAD) | Cost Visibility Dashboard | Setup | Invoicing cycle 60→30 day target; needs cost dashboard | Krista to sketch dream dashboard; meet again next week |
BD Hours Tracking — New Cohort Request
Request to track BD hours across proposal opportunities. BD uses 1 charge code for all people/work — no way to distinguish hours per opp. Mark suggested SYH.
| Name | Status |
|---|---|
| Geoff Hill | Pending |
| Cheryl Hull | Pending |
| Sydney Simone | Pending |
| Meredith Self | Pending |
| Caitlin Osterman | Pending |
| Juwon (Stephanie) Shin | Pending |
| Mary Quinn | Pending |
Q1 2026 Executive Goals
| Goal | Type | Status |
|---|---|---|
| TRAD division invoices flowing through system | Primary | Setup |
| 5 programs operational | Activation | Setup |
| Matt K managing subcontractor workflows | SubK | Setup |
| SPNTL invoice submission solution | Invoice | Active |
| Major glitches resolved | Stability | Setup |
| Weekly reporting standard template | Reporting | Pending |
| Costpoint roadmap + implementation overview | Costpoint | Setup |
Recent Meetings & Notes
March 3, 2026 · Notion
Christa's invoicing cycle at 60 days (target 30). Only 1 team member has CostPoint access. Needs dashboard combining 3-4 reports. Scott's approach: charge codes as primary authority, weekly CP data snapshots with delta tracking.
- Scott to start developer time on report end of month
- Krista to sketch dream dashboard
- Krista to run current reports to show Scott
- Meet again next week — vendor situations
March 3, 2026 · Notion
Natasha: flat-rate $690/mo, limited work, awkward fit. Alan Zeehick is better beta candidate — 80h/mo T&M, 2 IDIQ contracts, charge code ICA.CHICK.2026. System offers time-based or invoice-based tracking. Beta approach recommended.
- Set up Alan Zeehick's project with both tracking options
- Demo both options to Scott
- Scott to reach out to Alan re: beta
- Natasha decision after Alan results
February 12, 2026 · Notion
Decision: simplify by removing complex CP linking. New approach: weekly running tally of CP vs charge codes. SYH is more current than CP (CP only updates when invoices received). Draft report table for 4 PMs to review.
- Remove complex CP data linking feature
- Create weekly burn reports (CP vs charge codes)
- Set up automatic report delivery (daily email)
- Pre-import PO numbers for timesheet generation
- Create draft table for 4 PMs to review
February 11, 2026 · Notion
Demo for Lindsey. 2 ICs (former employees) + Patriot Urgent Care vendor. 13 projects + corporate contracts. $1M OTC annually. Agreed to slow-walk IC implementation, test first.
- Scott to set up as test IC and send Lindsey test hours
- Lindsey to send Patriot invoice for review
- Scott to review Patriot invoice format
- Reach out to ICs for email addresses
In Progress (4)
| Key | Type | Summary | Assignee |
|---|---|---|---|
| SYH-309 | Bug | Invoice Upload fails with a PDF | Hareem |
| SYH-308 | Bug | Invoice Upload Fails with File Size Error Despite File Being Under Stated 5MB Limit | Hareem |
| SYH-302 | Story | Upload Invoice - Drag and Drop | Hareem |
| SYH-102 | Story | Update Azure database | Stephen Carlin |
Open Bugs (5)
| Key | Summary | Status | Assignee |
|---|---|---|---|
| SYH-310 | Costpoint upload tool: all rows returning as Unmatched (Matched Rows: 0) | To Do | Scott Murff |
| SYH-309 | Invoice Upload fails with a PDF | In Progress | Hareem |
| SYH-308 | Invoice Upload Fails with File Size Error Despite File Being Under Stated 5MB Limit | In Progress | Hareem |
| SYH-282 | Approver showing in invoice user dropdown | To Do | Scott Murff |
| SYH-231 | Data is not populating from Team into Project | To Do | Hareem |
Recently Created — To Do (newest first)
| Key | Type | Summary | Assignee |
|---|---|---|---|
| SYH-324 | Story | 6. Invoice Edit: Template design touchups | Hareem |
| SYH-323 | Story | 5. Invoice Edit: Save stays on page + Back to Invoices navigation | Hareem |
| SYH-322 | Task | 4. When you switch users the data in the row gets erased | Hareem |
| SYH-321 | Task | 3. After saving a line item in the invoice, it rearranges the order | Hareem |
| SYH-320 | Task | 2. Do not allow user to enter the same invoice number as an existing invoice | Hareem |
| SYH-319 | Task | Clicking Add User in Vendor Admin shifts Approver to user area | Hareem |
| SYH-318 | Story | 1. Vendor Invoice - Supervisor's name showing in dropdown | Hareem |
| SYH-317 | Task | Make certain fields gray/pre-populated to reduce manual data entry | Scott Murff |
| SYH-316 | Task | Pre-populate template fields (invoice #, PO #, positions) month-to-month | Scott Murff |
| SYH-315 | Task | Add attachment functionality for reports and supporting documents | Scott Murff |
| SYH-313 | Task | Costpoint: assess feasibility of direct API integration | Scott Murff |
| SYH-312 | Story | Costpoint upload: redesign upload results UI with stats row and change table | Scott Murff |
| SYH-311 | Story | Costpoint upload: add 5 change-tracking columns to schema | Scott Murff |
| SYH-307 | Story | Add AI-Powered Executive Summary to Timesheet | Hareem |
| SYH-304 | Story | Costpoint Weekly Email Report | Jyoti |
| SYH-301 | Story | "Charge Code Usage" Tab - Project Page | Hareem |
HTML Mockups — SYH Folder
SYH - invoice-edit-sections-DEMO.html
Invoice edit sections — full interactive demo
SYH - invoice-edit-sections-v4.html
Invoice edit sections — v4 (latest iteration)
SYH - invoice-edit-save-ux-v3.html
Invoice edit save UX — v3
SYH - invoice-edit-save-ux-v2.html
Invoice edit save UX — v2
SYH - invoice-edit-save-ux.html
Invoice edit save UX — v1 original
SYH - vendor-invoice-template-tab-v1.5.html
Vendor invoice template tab — v1.5 (latest)
SYH - vendor-invoice-template-tab-v1.4.html
Vendor invoice template tab — v1.4
SYH - vendor-invoice-template-tab-v1.3.html
Vendor invoice template tab — v1.3
SYH - vendor-invoice-template-tab.html
Vendor invoice template tab — v1 original
SYH - charge-code-usage-deltas-nodot.html
Charge code usage — CP Committed deltas, no badges (v3)
SYH - charge-code-usage-deltas.html
Charge code usage — CP Committed deltas with badges (v2)
syh-budget-entry-mockup.html
Budget entry page mockup
Other Files
SYH Support Proposal/SYH Support Proposal.docx
Support proposal document
SYH_TODO.md
Project to-do list (Claude-maintained)
Design Conversation Log
| Date | Topic | Files |
|---|---|---|
| 2026-02-27 | CP Committed deltas in Charge Code Usage → Costpoint History section | charge-code-usage.html → deltas.html → deltas-nodot.html |
Epics & Feature Areas
Invoice Epic · SYH-92
- Invoice Edit: template design touchups (SYH-324)
- Invoice Edit: save stays on page + navigation (SYH-323)
- Vendor Invoice: supervisor name in dropdown (SYH-318)
- Invoice scanning: auto-populate from uploads (SYH-303 ✓)
- Upload Invoice: drag and drop (SYH-302 — In Progress)
- Pre-populate template fields month-to-month (SYH-316)
- Signature line on invoices (SYH-277)
- PO Number insertion (SYH-294 ✓)
Costpoint Epic · SYH-54
- Costpoint API integration feasibility (SYH-313)
- Upload results UI redesign with stats + change table (SYH-312)
- Add 5 change-tracking columns to schema (SYH-311)
- Upload tool: all rows returning Unmatched bug (SYH-310)
- Weekly Email Report (SYH-304)
- "Charge Code Usage" tab on Project Page (SYH-301)
- Deactivated charge codes when Open Quantity = 0 (SYH-287)
Time Sheets Epic · SYH-147
- AI-Powered Executive Summary (SYH-307)
- Daily Notes and Weekly Notes (SYH-306 ✓)
- Notes section UI updates (SYH-314 ✓)
- UI changes on the timesheet (SYH-238)
- Quick view of monthly hours (SYH-298 ✓)
Vendor Epic · SYH-97
- Add User shifts Approver to user area (SYH-319)
- Dropdown for vendor cleanup (SYH-276)
- Create "Project Owner" section (SYH-286 ✓)
Project Epic · SYH-49
- Project page edit - organizing + project owner note (SYH-234)
- Project page - organizing layout (SYH-233)
- Data not populating from Team into Project (SYH-231)
- Option Year visibility for PM (SYH-296)
FFP (Firm Fixed Price) Epic · SYH-47
- Make fields gray/pre-populated (SYH-317)
- Attachment functionality for reports (SYH-315)
- RCV# to match invoices in budget page (SYH-280)
Bug Epic · SYH-48
- Invoice Upload fails with PDF (SYH-309 — In Progress)
- Invoice Upload file size error (SYH-308 — In Progress)
- Costpoint upload: all rows Unmatched (SYH-310)
- Approver in invoice dropdown (SYH-282)
Infrastructure / Unepiced