REQ-FUN-121

Configurable cost categorization taxonomy with documented defaults

ID
REQ-FUN-121
Category
Functional Requirements
Status
approved
Priority
P1
Created
2026-05-11T18:34:00.000Z
Approved
2026-05-11T18:37:00.000Z
Updated
2026-05-11T18:37:00.000Z

What

System SHALL provide a configurable cost-category taxonomy. Default categories are: compute, labor_cash, labor_noncash, infrastructure, tooling, contingency, management_reserve. Categories are scoped to an organization (global default) and may be overridden per project via the existing config-merge mechanism (REQ-FUN-100).

Why

established project management guidelines Estimate Costs distinguishes contingency reserve and management reserve. Categorization at ledger entry time enables meaningful Cost Report slicing.

How

cost_category table seeded with the seven defaults; project-scoped override stored as a key in project_config; REST + MCP endpoints for listing, creating, retiring categories; retire (not delete) preserves audit linkage.

Done when

A new project sees the seven default categories; a project-scoped override hides/adds categories appropriately; cost ledger entries reference an existing active category by ID.

Out of scope

Sub-categories / hierarchy beyond one level.

established project management guidelines Mapping

Primary Knowledge Area
Cost Management
Secondary KAs
none
Primary Process Group
Planning
established project management guidelines Deliverable
Cost Management Plan

Category taxonomy underpins meaningful cost slicing in established project management guidelines Control Costs.