DELIVERABLE 07 · PRODUCT BACKLOG Product Backlog 247+ prioritized features across all 8 division modules, organized by phase and ready for sprint planning. PREPARED FOR SPONSOR BY VERSION Resortments Russ · Owner Webaroo v3.0 This backlog translates every requirement gathered during the 8-division discovery phase into a prioritized feature inventory — organized by module, mapped to phase, and ready for execution from Day 1 of the engagement. Our backlog approach rests on four core imperatives: 1. Every feature mapped to a division module and a phase. No orphan items, no features without an owner, no scope ambiguity. 2. Prioritization driven by ROI, not by who asked loudest. P0 (MVP must-have), P1 (high priority postMVP), and P2 (nice-to-have / future phase) are assigned based on operational impact — not division politics. 3. Prioritized feature inventory organized for sprint planning. Each item carries owner, priority, complexity, and phase. User-story form and acceptance criteria will be authored sprint-by-sprint during Phase 1 with the Webaroo PM and division owners — this document is the master inventory, not the sprint tickets themselves. 4. Nice-to-haves isolated from must-haves. Scope creep dies here. P2 features are visible but walled off from Phase 1–3 commitments. These imperatives structure the 407+ backlog items that follow. Prepared by: Webaroo Client: Resortments Status: COMPREHENSIVE (all division features from scoping interviews compiled) Date: April 8, 2026 Legend: - ID: Unique identifier by module (PLAT=Platform, LEGAL=Legal Close Land, ROLL=Legal Rollovers, MAT=Material Procurement, PLANT=Plant Division, FIELD=Field Division, MGMT=Management/Leasing, LAND=Land Division, ACCT=Accounting Hub) - Priority: P0=MVP must-have, P1=High priority post-MVP, P2=Nice-to-have / future phase - Complexity: S=Small (1–3 days), M=Medium (1–2 weeks), L=Large (2–4 weeks), XL=Extra Large (1–2 months) - Phase: 1=Foundation/MVP, 2=Wave 1 (Legal/Material/Plant), 3=Wave 2 (Field/Management/Rollovers), 4=Mobile/Advanced, 5=Ongoing/Future - Dependencies: Other features or divisions that must be completed first - Source: Division owner who requested feature PLATFORM CORE (PLAT) Core platform capabilities enabling all divisions. ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE PLAT- Authentication Platform P0 M 1 — Russ 001 system with SSO Core P0 M 1 PLAT-001 Russ P0 S 1 PLAT-001 Russ P0 L 3 All modules Russ (SAML/OAuth) PLAT- Role-based Platform 002 access control Core (RBAC) — 5 tiers PLAT- Two-factor Platform 003 authentication Core (2FA) PLAT- Owner Platform 004 dashboard (Russ Core P0 executive view) — unified KPI dashboard PLAT- Workflow engine Platform 005 with gated Core P0 L 1 — David (Legal) P0 M 1 PLAT-005 Multiple P0 M 1 — David (Legal) P0 M 1 — Multiple P0 M 1 — Johnny/Teresa approvals PLAT- Division-to- Platform 006 division handoff Core notifications PLAT- Document Platform 007 management Core system (DMS) with version control PLAT- Notification & Platform 008 alert engine Core (email, in-app, Slack) PLAT- Audit logging (all Platform 009 actions, all users, Core (Accounting) all divisions) PLAT- API layer & data Platform 010 contracts for Core P0 L 1 — Architect P1 M 2 All modules Russ P1 L 2 All modules Gerardo (Field) divisions PLAT- Search Platform 011 functionality Core across all modules PLAT- Mobile- Platform 012 responsive Core design for all modules ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE PLAT- Data export to Platform P1 M 2 All modules Dylan 013 Excel/PDF for all Core (Management) modules PLAT- Real-time Platform 014 activity feed Core P1 M 3 PLAT-009 Russ P2 M 4 — Tracy (Material) P1 M 3 PLAT-010 Architect P1 M 3 PLAT-002 Russ P1 M 3 PLAT-008 Dylan (recent changes, user actions) PLAT- Bulk import Platform 015 utilities (CSV, Core XLSX) PLAT- API rate limiting Platform 016 & security Core hardening PLAT- Customizable Platform 017 user permissions Core matrix PLAT- Scheduled Platform 018 report Core (Management) generation & email delivery LEGAL DIVISION — CLOSE LAND (LEGAL) Land closing operations, 20 active closings, 6–12 month cycle each, ~500 DocuSign documents per closing. ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE LEGAL- Deal/closing pipeline Legal P0 M 2 PLAT-005 David 001 tracker (kanban + table Close view) Land LEGAL- Closing status stages Legal P0 S 2 LEGAL-001 David 002 (Under Contract → Due Close Diligence → Title → Land P0 M 2 PLAT-007 David P0 M 2 — David P0 M 2 LEGAL-004 David P0 L 2 PLAT-005 David P0 M 2 LEGAL-006 David P0 M 2 ACCT-001 David/Johnny P0 M 2 LEGAL-001 David P0 M 2 PLAT-008 David P1 M 3 LEGAL-001 David P1 L 4 LEGAL-007 David Close) LEGAL- Document Legal 003 management per Close closing (auto-fill Land templates, version tracking) LEGAL- DocuSign integration — Legal 004 send envelopes from Close platform Land LEGAL- Auto-attach signed Legal 005 DocuSign documents Close to closing record Land LEGAL- Gated workflow with Legal 006 accountability (step- Close by-step, required info Land per step) LEGAL- Blocker detection & Legal 007 alerts (missing docs, Close pending signatures, Land delays) LEGAL- Closing statements Legal 008 financial data flow to Close Accounting in real- Land time LEGAL- Pipeline value reporting Legal 009 (total portfolio, by Close status) Land LEGAL- Alerts & notifications Legal 010 (deadline approaching, Close doc missing, deal Land stalled) LEGAL- Auto-generated Legal 011 closing schedule with Close timelines & milestones Land LEGAL- Blocker detection with Legal 012 potential solutions (AI- Close assisted) Land ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE LEGAL- Attorney/paralegal Legal P1 M 3 PLAT-002 David 013 portal (limited external Close access) Land LEGAL- Regulatory/compliance Legal P1 M 3 LEGAL-001 David 014 tracking per deal Close P1 S 3 LEGAL-001 David P1 M 3 LEGAL-003 David P1 M 3 ACCT-001 David/Johnny P2 M 4 LEGAL-008 David Land LEGAL- Title insurance, surveys, Legal 015 environmental reports Close tracking Land LEGAL- Auto-generated PDF Legal 016 closing packets (all Close docs compiled per Land parcel) LEGAL- Budget tracking per Legal 017 deal Close Land LEGAL- Closing cost Legal 018 reconciliation & HUD- Close 1/ALTA statement Land generation MATERIAL PROCUREMENT & INVENTORY (MAT) Purchase order system, 2,000+ active POs, 200 vendors, per-project & per-category budget tracking. ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE MAT- Purchase Material P0 L 2 PLAT-005 Tracy 001 order system Procurement P0 M 2 MAT-001 Tracy P0 M 2 MAT-001, Tracy (Draft → Submitted → Confirmed → Shipped → Received) MAT- PO document Material 002 generation Procurement from platform MAT- PO approval Material 003 routing (Tracy Procurement PLAT-005 approves all non-Tracy orders) MAT- Vendor Material 004 management Procurement P0 L 2 — Tracy P0 M 2 MAT-004 Tracy P0 M 2 MAT-004 Tracy P0 M 2 MAT-004 Tracy P0 M 2 — Tracy P0 S 2 MAT-008 Tracy portal (contact, certificate of liability, W9, workers comp, payment terms) MAT- Vendor Material 005 reliability Procurement scoring (algorithmbased, failure tracking) MAT- Side-by-side Material 006 quote Procurement comparison MAT- Vendor portal Material 007 access for Procurement order confirmation & invoice uploads MAT- Inventory Material 008 tracking Procurement (quantities on hand, reorder points, minimum stock levels) MAT- Inventory Material 009 tracking by Procurement project/job ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE MAT- Material Material P0 M 2 MAT-008 Tracy 010 takeoff Procurement P0 M 2 MAT-008 Tracy P0 M 2 MAT-001 Tracy P0 M 2 MAT-012 Tracy P0 M 2 MAT-012 Tracy P0 M 2 ACCT-001 Tracy/Russ P0 M 2 ACCT-001 Tracy/Russ P0 M 2 MAT-015, Tracy quantities with real-time updates MAT- Inventory Material 011 checkpoint Procurement system (material planned vs. material used per building section) MAT- Delivery & Material 012 receiving Procurement system (expected date, actual arrival, partial shipments) MAT- Receiver sign- Material 013 off with photo Procurement confirmation MAT- Damaged Material 014 goods & Procurement wrong shipment process MAT- Budget & cost Material 015 tracking per Procurement project MAT- Budget & cost Material 016 tracking per Procurement material category MAT- Committed Material 017 costs vs. Procurement MAT-016 actual costs tracking MAT- Cost overrun Material 018 visibility & Procurement notification to Russ P0 S 2 MAT-015 Tracy ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE MAT- Material Material P0 M 2 PLANT-001, Tracy/Zac/Gerardo 019 request Procurement FIELD-001 pipeline (Plant & Field submit requests to Tracy) MAT- Logistics Material 020 dashboard Procurement P0 M 2 MAT-012 Tracy P1 S 3 MAT-001 Tracy P1 S 3 MAT-001 Tracy P1 S 3 MAT-015 Tracy P1 S 3 MAT-008 Tracy P1 M 3 MAT-004 Tracy P1 M 3 MAT-008 Tracy P1 M 4 MAT-012 Tracy P1 M 3 MAT-004 Tracy (real-time: what's coming in, when, delivery status) MAT- Open POs Material 021 report Procurement MAT- Spend by Material 022 vendor report Procurement MAT- Spend by Material 023 project report Procurement MAT- Inventory Material 024 levels report Procurement MAT- Visual Material 025 marketplace Procurement of vendor costs (what everyone paid for X material) MAT- Barcode/QR Material 026 scanning for Procurement inventory check-in & receiving MAT- Mobile app for Material 027 field receiving Procurement (delivery confirmation, photos, damage reports) MAT- Vendor Material 028 onboarding Procurement portal (selfservice registration, document upload) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE MAT- Advanced Material P1 L 4 MAT-001, Tracy 029 analytics Procurement MAT-004 (spend trends, vendor benchmarking, cost forecasting) MAT- Big warehouse Material 030 integration Procurement P2 L 4 MAT-008 Tracy P2 L 5 MAT-004 Tracy (centralized inventory, multi-site transfer tracking) MAT- Vendor portal Material 031 integrations Procurement (direct ordering, automated status updates) PLANT DIVISION — MOVE PRODUCT (PLANT) Manufacturing operations (greenfield), production scheduling, QC, GPS logistics, oversize transport, 10-year compliance. ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE PLANT- Production Plant P0 L 2 PLAT-005 Zac 001 scheduling & order Division P0 S 2 PLANT-001 Zac/Russ P0 M 2 PLANT-001 Zac P0 M 2 PLANT-001 Zac P0 M 2 — Zac P0 S 2 PLANT-005 Zac P0 S 2 PLANT-005 Zac P0 M 2 PLANT-005 Zac P0 S 2 PLANT-005 Zac P0 M 2 PLANT-005 Zac P0 M 2 PLANT-001 Zac P0 M 2 PLANT-011 Zac P0 M 2 PLANT-011 Zac tracking (full lifecycle with real-time status) PLANT- Russ-only authority Plant 002 for Division create/modify/cancel production orders PLANT- Different scheduling Plant 003 rules per product Division type/facility PLANT- Track dependencies Plant 004 between production Division stations PLANT- Quality control Plant 005 system (mandatory Division inspection checklists at every station) PLANT- Team lead sign-off Plant 006 on QC inspections Division PLANT- Inspector hold/reject Plant 007 authority for failed Division products PLANT- Green/yellow/red Plant 008 light QC status Division notifications PLANT- QC stamp required Plant 009 before product ships Division PLANT- Visual inspection + Plant 010 photo documentation Division for QC PLANT- Transport & delivery Plant 011 coordination (delivery Division manifests with product IDs, specs, serial numbers) PLANT- GPS tracking on all Plant 012 modulars when Division shipped PLANT- Driver mobile access Plant 013 (delivery details, Division product info, proof of delivery) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE PLANT- Plant Manager & Field Plant P0 S 2 PLANT-011 Zac 014 Manager dispatch Division P0 M 2 PLANT-011 Zac P0 L 2 PLANT-001, Zac authority PLANT- Proof of delivery with Plant 015 sign-off Division PLANT- Production floor Plant 016 dashboard (target Division PLANT-005 rate, employees expected vs. clocked in, material on hand, next delivery dates, driver schedules, blockers, tool/fuel inventory, machinery status, shift cycles, inspection status) PLANT- All team leads have Plant 017 access to production Division P0 S 2 PLANT-016 Zac P0 L 2 PLANT-011 Zac P0 M 2 — Zac P0 M 2 PLANT-005, Zac floor dashboard PLANT- Logistics reporting Plant 018 (on-time delivery Division rate, vehicle utilization, cost per shipment, vehicle routing, mileage, driver performance, vehicle maintenance) PLANT- Compliance & audit Plant 019 trail (IPIA inspections, Division HUD inspections per location) PLANT- Automated audit Plant 020 trails for all QC checks Division PLAT-009 & product movements PLANT- 10-year record Plant 021 retention for Division P0 M 2 PLANT-019 Zac P0 M 2 PLANT-001 Zac/Gerardo P0 M 2 PLANT-001, Zac/Gerardo compliance PLANT- Real-time production Plant 022 visibility for Field Division Division PLANT- Automated Plant 023 notifications when Division product ready for Field PLAT-008 ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE PLANT- Field signs off for Plant P0 M 2 FIELD-010 Zac/Gerardo 024 deployment, HQ gets Division P0 S 2 PLANT-001 Zac P0 M 2 MAT-020 Zac/Tracy P0 M 2 PLANT-001 Zac P1 M 3 FIELD-001 Zac/Gerardo P1 L 4 FIELD-001 Zac P1 M 4 PLANT-016 Zac P1 M 4 PLANT-016 Zac P1 L 4 — Zac P1 M 4 PLANT-001 Zac P1 M 4 PLANT-001 Zac update PLANT- Production order Plant 025 triggered based on Division job (not autoadjusted by material receipt) PLANT- Material buffer Plant 026 requirement (6 weeks Division minimum; alert if buffer threatened) PLANT- Track all material Plant 027 specifications & Division batch numbers through production PLANT- Damaged product Plant 028 handling workflow Division (Field rejects → codesign with Field) PLANT- Predictive analytics Plant 029 for demand Division forecasting (based on Field orders) PLANT- Automated alerts for Plant 030 machine/vehicle Division maintenance PLANT- Mobile production Plant 031 floor app (workers log Division check-ins, QC results, inventory movements) PLANT- Compsys integration Plant 032 (pull job details & Division site-specific requirements automatically) PLANT- Barcode/QR scanning Plant 033 for product tracking & Division delivery verification PLANT- Scenario planning Plant 034 (model impact of Division material delays or equipment downtime on delivery dates) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE PLANT- Cost tracking per unit Plant P1 M 3 ACCT-001 Zac/Johnny 035 & labor hours per run Division allocated to projects FIELD DIVISION — SET PRODUCT (FIELD) Installation operations (zero existing systems), crew scheduling, checklists, inspections, photo documentation, safety, 0–0 never on time historically. ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE FIELD- Real-time job & crew Field P0 L 3 PLAT-004 Gerardo 001 visibility dashboard Division P0 M 3 FIELD-001 Gerardo P0 S 3 FIELD-001 Gerardo P0 M 3 PLAT-012 Gerardo P0 M 3 FIELD-004 Gerardo P0 M 3 FIELD-005 Gerardo P0 M 3 FIELD-001 Gerardo P0 M 3 — Gerardo P0 M 3 FIELD-008, Gerardo (active installations, crew assignments, status, blockers) FIELD- Site status tracking Field 002 (pending → in- Division progress → awaiting inspection → complete) FIELD- Site information Field 003 (address, lot, Division construction plans, status at glance) FIELD- Mobile job access for Field 004 crews (view-only: Division address, lot, construction plans, job details) FIELD- Geo-fenced job sites Field 005 with mandatory Division location-based app check-in/check-out FIELD- Track crew member Field 006 attendance & Division location throughout day FIELD- Superintendent work Field 007 completion & Division inspection authority FIELD- Installation checklists Field 008 (standardized per Division trade/product type) FIELD- Crews complete Field 009 checklist items & Division FIELD-004 attach photos directly from site FIELD- Before/after photo Field 010 capture & Division P0 M 3 FIELD-009 Gerardo P0 S 3 FIELD-010 Gerardo organization by job/phase/checklist item FIELD- Photos tagged with Field 011 location, date, crew Division member ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE FIELD- Post-installation Field P0 M 3 FIELD-007 Gerardo 012 inspection Division P0 M 3 FIELD-012 Gerardo P0 M 3 FIELD-012 Gerardo P0 M 3 FIELD-014 Gerardo P0 M 3 PLAT-005 Gerardo P0 M 3 FIELD-016 Gerardo P0 M 3 FIELD-016 Gerardo P0 M 3 FIELD-004 Gerardo P0 M 3 FIELD-009 Gerardo P0 S 3 FIELD-010 Gerardo P0 S 3 ACCT-001 Gerardo/Russ P0 S 3 ACCT-001 Gerardo (superintendent marks complete & documents findings) FIELD- Inspection results Field 013 (passed/failed/punch Division list) distributed as standard report to team FIELD- Punch list tracking & Field 014 rework management Division (due dates, reminders, completion tracking) FIELD- Superintendent Field 015 approves completion Division & re-inspects punch list items FIELD- Crew scheduling & Field 016 assignment (office Division creates schedules, assigns crews with date/time windows) FIELD- Quick reassignment Field 017 of crews in Division emergencies (site manager authority) FIELD- Track crew Field 018 availability, skills, Division certifications, licenses, insurance, workers comp FIELD- Daily progress video Field 019 required from each Division site FIELD- Structured photo Field 020 logging throughout Division work day FIELD- All documentation Field 021 tied to job, date, crew Division FIELD- Budget visibility for Field 022 supervisors (read- Division only) FIELD- Office staff full admin Field 023 access on financials Division ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE FIELD- Plant Division handoff Field P0 M 3 PLANT-011, Gerardo/Zac 024 integration (delivery Division FIELD-001 notifications, product specs, serial numbers, warranty, delivery time, contact) FIELD- Capture damage Field 025 photos & notations if Division P0 M 3 FIELD-024 Gerardo P0 S 3 FIELD-025 Gerardo/Tracy P0 M 3 FIELD-012, Gerardo/Dylan delivery issues found FIELD- Notify Tracy for Field 026 vendor escalation on Division damaged/missing items FIELD- Management Division Field 027 handoff (provide CO Division MGMT-001 completion status, punch list completion, final clean status, completion date, photos, live CO data, keys, signature confirmation) FIELD- Enable Management Field 028 Division to plan Division P0 M 3 FIELD-027 Gerardo/Dylan P1 M 4 FIELD-005 Gerardo P1 M 4 — Gerardo P1 M 4 FIELD-030 Gerardo P1 M 4 FIELD-030 Gerardo P1 S 4 FIELD-032 Gerardo P1 M 4 FIELD-030 Gerardo leasing based on actual CO completion FIELD- GPS geo-fencing & Field 029 automated Division attendance (all field personnel require app + location tracking) FIELD- Safety incident & Field 030 certification tracking Division FIELD- Log safety incidents, Field 031 near-misses, Division observations FIELD- Verify crew member Field 032 certifications & Division training before job assignment FIELD- Alert managers if Field 033 crews lack required Division certifications FIELD- Track OSHA Field 034 compliance (hardhat, Division high-vis, standards) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE FIELD- Weather integration & Field P1 M 4 FIELD-001 Gerardo 035 alerts (record Division P1 M 4 FIELD-035 Gerardo P1 M 4 FIELD-004 Gerardo P1 M 4 FIELD-001 Gerardo P1 M 4 FIELD-016 Gerardo P1 L 4 FIELD-016 Gerardo P1 M 4 FIELD-012 Gerardo P1 M 4 PLAT-008 Gerardo P1 M 4 FIELD-024 Gerardo/Tracy P1 L 4 FIELD-001 Gerardo weather at start/end of day, forecast integration, alerts for high-impact weather) FIELD- Log delays caused by Field 036 weather or site Division conditions FIELD- Bluebeam integration Field 037 (sync construction Division plans/PDFs for field markup) FIELD- Google Earth Field 038 integration (view Division satellite images & site layouts) FIELD- Time tracking (auto- Field 039 log hours worked per Division job for payroll/billing) FIELD- Crew skill matrix & Field 040 scheduling Division optimization (recommend best teams, minimize travel time, maximize utilization) FIELD- Signature capture for Field 041 crew & customer Division sign-offs FIELD- In-app messaging & Field 042 communication hub Division (real-time between office & field, accessible by multiple people) FIELD- Material/inventory Field 043 tracking (verify Division products at each site, confirm delivery, track material per lot) FIELD- Historical analytics & Field 044 job duration Division prediction (predict based on site type, crew size, product type, trade) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE FIELD- Offline capability & Field P1 M 4 FIELD-004 Gerardo 045 mobile-first design Division P2 L 5 FIELD-004 Gerardo P1 L 4 FIELD-001 Gerardo (work offline, sync when connected) FIELD- Augmented reality Field 046 overlay (AR for Division installation instructions/reference images on-site) FIELD- KPI dashboard & Field 047 executive reporting Division (installations completed, on-time rate, proper modules in right places, quality issues, delays/blockers) MANAGEMENT DIVISION — LEASE PRODUCT (MGMT) Property leasing (2 properties, 4 sub-properties), RealPage integration, 15+ monthly reports, tenant portal. ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE MGMT- Lease database Management P0 M 3 — Dylan 001 (searchable by Division P0 S 3 MGMT-001 Dylan P0 M 3 MGMT-001 Dylan P0 M 3 MGMT-001 Dylan P0 M 3 MGMT-001 Dylan P0 M 3 MGMT-001 Dylan P0 S 3 MGMT-001 Dylan P0 M 3 MGMT-001 Dylan P0 M 3 MGMT-008 Dylan P0 M 3 MGMT-008 Dylan property, unit, tenant, status) MGMT- Lease status Management 002 tracking (draft → Division executed → active → renewal pending → expired) MGMT- Quick lookup of Management 003 tenant lease Division terms, rent amount, special conditions MGMT- Auto-generated Management 004 lease renewal Division notices X days before expiration MGMT- Unit vacancy Management 005 tracking (periods, Division reasons) MGMT- Occupancy rates Management 006 by property & Division across portfolio MGMT- Lease history Management 007 retrieval & Division archived lease access MGMT- Tenant profiles Management 008 (contact info, Division lease links, communication history) MGMT- Track tenant Management 009 communications Division (emails, calls, maintenance requests, complaints) MGMT- Centralized Management 010 messaging Division system or integration with existing communication tools ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE MGMT- Document Management P0 M 3 MGMT-001 Dylan 011 distribution to Division P0 M 3 MGMT-001 Dylan P0 S 3 MGMT-001 Dylan P0 S 3 MGMT-008 Dylan P0 M 3 MGMT-001 Dylan P0 M 3 MGMT-015 Dylan P0 M 3 MGMT-016 Dylan P0 M 3 MGMT-016 Dylan P0 M 3 MGMT-016 Dylan P0 M 3 MGMT-016 Dylan P0 M 3 MGMT-016 Dylan P0 M 3 MGMT-016 Dylan tenants (notices, rent reminders, updates) MGMT- Tenant portal for Management 012 lease info & Division requests MGMT- Tenant screening Management 013 records & Division background check status MGMT- Track tenant Management 014 guarantors & Division emergency contacts MGMT- Auto rent invoices Management 015 & payment Division reminders MGMT- Payment status Management 016 tracking (on- Division time, late, partial, no payment) MGMT- Outstanding Management 017 receivables Division dashboard by property & tenant MGMT- Multiple payment Management 018 method support Division & payment plan tracking MGMT- Flag overdue Management 019 accounts for Division collections action MGMT- Aging reports Management 020 (30/60/90+ days Division overdue) MGMT- Auto reconcile Management 021 payments with Division lease accounts MGMT- Track late fees, Management 022 penalties, other Division charges ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE MGMT- Listing availability Management P0 M 3 MGMT-001 Dylan 023 (rent, features, Division P0 M 3 MGMT-023 Dylan P0 M 3 MGMT-023 Dylan P0 M 3 MGMT-024 Dylan P0 M 3 MGMT-025 Dylan P0 M 3 MGMT-012 Dylan P0 M 3 MGMT-028 Dylan P0 M 3 MGMT-029 Dylan P0 M 3 MGMT-030 Dylan P0 M 3 MGMT-030 Dylan P0 M 3 MGMT-030 Dylan P0 M 3 MGMT-033 Dylan availability dates) MGMT- Marketing Management 024 channel Division performance tracking (where inquiries come from) MGMT- Lead capture & Management 025 qualification Division workflow MGMT- Track which Management 026 properties/units Division generating inquiries MGMT- Lead-to- Management 027 application Division conversion rates MGMT- Tenant-facing Management 028 maintenance Division request portal (submit from mobile/web) MGMT- Auto-categorize Management 029 maintenance Division requests (plumbing, electrical, cosmetic, emergency) MGMT- Route Management 030 maintenance to Division appropriate team/contractor MGMT- Status tracking Management 031 from submission Division to completion MGMT- Photo uploads for Management 032 before/after Division documentation MGMT- Maintenance cost Management 033 & vendor info Division tracking MGMT- Maintenance Management 034 reports by Division ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE P0 M 3 MGMT-030 Dylan P0 M 3 MGMT-004 Dylan P0 M 3 MGMT-036 Dylan P0 M 3 MGMT-036 Dylan P1 M 4 MGMT-036 Dylan P1 M 3 MGMT-036 Dylan P0 L 3 MGMT-001 Dylan P0 L 3 MGMT-001 Dylan P0 L 3 MGMT-001 Dylan property & cost category MGMT- SLA response Management 035 time setting & Division monitoring MGMT- Lease renewal Management 036 pipeline Division (30/60/90-day outlook, status tracking) MGMT- Renewal status Management 037 (contacted, Division accepted, declined, expired) MGMT- Rent escalation Management 038 calculations for Division renewals MGMT- Flag at-risk Management 039 renewals (intent Division to leave signals) MGMT- Renewal rate & Management 040 lease retention Division reports by property MGMT- RealPage/OneSite Management 041 integration (lease Division data, financial data) MGMT- Executive Management 042 dashboard Division (occupancy %, revenue, collections, renewals, moveins, move-outs, transfers, closing account statements) MGMT- 15+ automated Management 043 monthly reports Division (rent roll, delinquency, box score, collections, concessions, prepaid, lost rent, transaction detail, etc.) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE MGMT- Auto-generate & Management P0 M 3 MGMT-043 Dylan 044 email reports to Division P1 L 4 MGMT-043 Dylan P1 L 4 MGMT-036 Dylan P1 M 4 MGMT-008 Dylan P1 M 4 PLAT-012 Dylan P1 M 4 MGMT-030 Dylan P1 M 4 MGMT-001 Dylan P1 L 3 ACCT-001 Dylan/Johnny property manager & assistants MGMT- NLP data query Management 045 agent (on- Division demand analytics, supplementing automated reports) MGMT- Predictive Management 046 analytics for Division lease renewal likelihood MGMT- Tenant Management 047 satisfaction Division surveys & retention risk flagging MGMT- Mobile app for Management 048 property Division manager field access (inspections, lease signing, rent collection) MGMT- Vendor Management 049 management Division portal (bid submission, job tracking, billing) MGMT- Automated lease Management 050 document Division generation (variable terms, escalation clauses) MGMT- Accounting Management 051 integration (real- Division time sync for revenue recognition, receivables) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE MGMT- Marketing Management P2 M 4 MGMT-023 Dylan 052 automation Division P2 M 4 MGMT-015 Dylan P2 M 5 MGMT-001 Dylan (leasing campaign emails by availability) MGMT- SMS notifications Management 053 (payment Division reminders, maintenance status) MGMT- Lease Management 054 comparison tool Division (portfolio-wide term optimization) LEGAL DIVISION — CLOSE ROLLOVERS (ROLL) Lease rollovers (renewals), RealPage dependent, eviction escalations, 7-year retention. ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ROLL- RealPage data Legal P0 M 3 MGMT-041 David 001 dashboard Rollovers P0 M 3 MGMT-036 David P0 M 3 ROLL-002 David P0 M 3 ROLL-002 David P0 M 3 ROLL-004 David P0 M 3 ACCT-001 David/Johnny P0 M 3 ROLL-006 David/Johnny P0 M 3 ROLL-001 David P0 M 3 PLAT-009 David P0 M 3 ROLL-009 David P1 M 4 MGMT-036 David (renewal pipeline, status, signature tracking) ROLL- Eviction & Legal 002 escalation workflow Rollovers (when lease not renewed, tenant doesn't respond, or disputes arise) ROLL- Case capture Legal 003 (tenant info, lease Rollovers terms, reason for escalation) ROLL- Track escalation Legal 004 resolution status & Rollovers outcome ROLL- Approval trails for Legal 005 dispute decisions Rollovers (compliance) ROLL- Financial terms Legal 006 summary export to Rollovers Accounting (rent amounts, escalations, old vs. new rent comparison) ROLL- Monthly export of Legal 007 renewal rent data Rollovers for Finance ROLL- Track month-to- Legal 008 month premium Rollovers amounts when tenants roll to month-to-month ROLL- Retention & Legal 009 compliance audit Rollovers trail (7-year retention requirement) ROLL- Store renewal Legal 010 documents with Rollovers timestamps & decision logs ROLL- Predictive renewal Legal 011 likelihood scoring Rollovers ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE P1 M 4 ROLL-011 David P1 M 4 MGMT-012 David P1 M 4 PLAT-012 David P1 L 3 ACCT-001 David/Johnny P1 L 4 ROLL-001 David (payment history, lease terms) ROLL- Flag at-risk Legal 012 renewals early for Rollovers proactive management ROLL- Tenant portal for Legal 013 self-service renewal Rollovers acceptance/decline ROLL- Mobile app for legal Legal 014 staff (review Rollovers escalations, approve disputes) ROLL- Integration with Legal 015 Accounting for real- Rollovers time revenue recognition (renewals, premiums) ROLL- Advanced reporting Legal 016 (renewal success Rollovers rate, revenue impact, churn predictions, monthover-month trends) LAND DIVISION — PROCURE, ENGINEER, APPROVE (LAND) Land procurement, engineering (Autodesk/Rhino/Lumion), 50+ agencies, due diligence chaos, multi-year timelines. ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE LAND- Unified site prospecting Land P0 L 1 — Russ 001 pipeline (inquiry → LOI → Division P0 M 1 LAND-001 Russ P0 M 1 LAND-002 Russ P0 M 1 LAND-002 Russ P0 M 1 LAND-002 Russ P0 L 1 LAND-001 Russ P0 M 1 LAND-006 Russ P0 S 1 LAND-007 Russ P0 M 1 LAND-007, Russ due diligence → approved → rejected/archived) LAND- Site prospecting tracker Land 002 (location, acreage, asking Division price, direct contact, topography suitability, NOI viability) LAND- Broker relationship Land 003 tracking (preferring JLL) Division LAND- Auto-alerts on LOI Land 004 expirations & decision Division deadlines LAND- Search/filter by location, Land 005 price, acreage, zoning Division LAND- Standardized due Land 006 diligence checklist (15+ Division items: zoning, acreage, utilities, municipality codes, wetlands, soil, compaction, drainage, flood, survey, topography, Phase 1 environmental, comps, financing, entity, preliminary staff meeting, title) LAND- Due diligence progress Land 007 tracking (ownership per Division item, completion, linked documents) LAND- Auto-alerts on Land 008 approaching due Division diligence deadlines LAND- Audit trail (what checked, Land 009 by whom, when) Division LAND- Engineering document Land 010 hub (Autodesk Civil, Rhino, Division PLAT-009 P0 L 1 — Russ P0 M 1 LAND-010 Russ P0 M 1 LAND-010 Russ Lumion, Google Earth exports) LAND- Version control & file Land 011 history with rollback Division LAND- File tagging (by project, Land 012 site, phase, type) Division ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE LAND- Easy file sharing with Land P0 M 1 LAND-010 Russ 013 external Division P0 M 1 LAND-010 Russ P0 M 1 LAND-011 Russ P0 M 1 LAND-011 Russ P0 L 1 LAND-001 Russ P0 M 1 LAND-017 Russ P0 M 1 LAND-017 Russ P0 M 1 LAND-017 Russ P0 M 1 LAND-017 Russ P0 M 1 LAND-017 Russ P0 L 1 LAND-006 Russ P0 M 1 LAND-023 Russ P0 M 1 LAND-023 Russ P0 L 1 LAND-006 Russ architects/engineers/legal LAND- Bluebeam integration Land 014 (markup/review Division workflows) LAND- Version comparison Land 015 reports (changes between Division iterations) LAND- Support ~20 site plan Land 016 iterations without file Division chaos LAND- Permitting & government Land 017 approval tracker (50+ Division regulatory bodies per project) LAND- Capture submission Land 018 dates, expected timelines, Division actual approvals per permit LAND- Capture agency contacts Land 019 & permit documents Division LAND- Alerts on deadlines & Land 020 missing info requests from Division agencies LAND- Track permit conditions Land 021 flowing into post-approval Division obligations LAND- Timeline view (all Land 022 active/completed permits Division per site) LAND- Zoning & entitlements Land 023 management (document Division requirements, variance requests, entitlement checklist) LAND- Track entitlement Land 024 conditions as ongoing Division obligations LAND- Flag zoning compliance Land 025 pre/post-approval Division LAND- Environmental Land 026 compliance & reporting Division tracker (Phase 1, ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE P0 M 1 LAND-026 Russ P0 M 1 LAND-026 Russ P0 M 1 LAND-026 Russ P0 S 1 LAND-026 Russ P0 M 1 LAND-026 Russ P0 M 1 PLAT-005 Russ P0 M 1 LAND-032 Russ P0 M 1 LAND-033 Russ P0 M 1 LAND-033 Russ P0 M 1 LAND-033 Russ P0 M 1 LAND-033 Russ P0 M 1 LAND-032 Russ P0 M 1 ACCT-001 Russ/Johnny P0 M 1 LAND-039 Russ contamination, wetlands, etc.) LAND- Track environmental Land 027 findings, Division recommendations, remediation actions LAND- Link environmental Land 028 contingencies to approval Division conditions LAND- Create post-approval Land 029 environmental Division compliance checklist LAND- Alert on environmental Land 030 study deadlines Division LAND- Generate environmental Land 031 summaries for Legal & Division Finance LAND- Sub-team real-time Land 032 coordination Division (Procurement ↔ Engineering ↔ Approve) LAND- Task assignment interface Land 033 for all sub-teams Division LAND- Track revisions Land 034 requested/responses from Division external firms LAND- Centralize all internal Land 035 feedback (from Russ, Division leadership) LAND- Status reports on Land 036 deliverables & pending Division actions LAND- Alert team to pending Land 037 actions & deadlines Division LAND- Enable Procurement ↔ Land 038 Engineering ↔ Approve Division handoffs with clear stage gates LAND- Financial tracking & Land 039 monthly reporting to Division Accounting LAND- Capture all site costs Land 040 (land purchase, Division engineering, permitting, ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE P0 M 1 LAND-040 Russ P0 M 1 LAND-040 Russ P0 M 1 LAND-040 Russ P1 L 4 LAND-001 Russ P1 M 4 LAND-001 Russ P1 M 4 LAND-026 Russ P1 L 4 LAND-017 Russ P1 M 4 LAND-001 Russ P1 M 4 LAND-023 Russ P1 L 4 LAND-017 Russ P1 M 4 LAND-001 Russ P1 M 4 LAND-023, Russ broker commissions, consultant fees) LAND- Support budget vs. actual Land 041 tracking Division LAND- Track cost overruns & Land 042 communicate via Division notifications LAND- Maintain historical cost Land 043 data for benchmarking Division LAND- GIS mapping with zoning Land 044 overlays & site location Division visualization LAND- Google Earth integration Land 045 for site imagery & Division historical analysis LAND- AI-powered Land 046 environmental report Division summarization LAND- Automated integration Land 047 with city/state permitting Division portals (where available) LAND- Competitor site tracking & Land 048 market analysis Division LAND- Automated legal Land 049 document generation (LOI Division templates, variance request forms) LAND- Timeline estimation Land 050 engine (auto-generate Division approval timelines based on historical sites) LAND- Anomaly alerts (flag when Land 051 similar site issues arise Division elsewhere) LAND- Automated risk scoring Land 052 (location, zoning, Division LAND-026 environmental factors) LAND- Predictive reporting Land 053 (forecast approval dates, Division P1 L 4 LAND-017 Russ P1 M 4 PLAT-012 Russ identify bottlenecks) LAND- Mobile app for Russ Land 054 (check project status, Division review blockers, approve decisions on-go) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE LAND- Automated report Land P1 M 4 PLAT-018 Russ 055 generation & scheduled Division P1 L 4 LAND-023 Russ P1 L 4 LAND-017 Russ P1 L 4 LAND-001 Russ P1 M 4 LAND-001 Russ P1 M 4 LAND-040 Russ delivery (daily, weekly, monthly) LAND- Jurisdiction-specific Land 056 requirement databases Division (reduce research time) LAND- Searchable repository of Land 057 past approvals & Division decisions (as precedent) LAND- Playbooks for common Land 058 site types (beach resort, Division mountain resort, etc.) LAND- Knowledge management Land 059 (lessons learned from Division completed sites) LAND- Historical cost/timeline Land 060 benchmarking data Division ACCOUNTING DIVISION — HUB (ACCT) Central financial hub connecting all 7 divisions, QuickBooks/ADP integration, financial dashboards, budgets (PENDING interview). ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Automated feed Accounting P0 M 2 — Johnny/Teresa 001 from Resortments Hub P0 M 2 ACCT-001 Johnny/Teresa P0 M 2 ACCT-001 Johnny/Teresa P0 M 2 ACCT-001 Johnny/Teresa P0 M 2 ACCT-001 Johnny/Teresa P0 M 2 ACCT-001 Johnny/Teresa P0 M 2 — Johnny/Teresa P0 M 2 ACCT-007 Johnny/Teresa P0 M 2 ACCT-008 Johnny/Teresa P0 M 2 ACCT-008 Johnny/Teresa P0 M 2 ACCT-008 Johnny/Teresa platform to QuickBooks general ledger ACCT- Maintain mapping Accounting 002 between Hub Resortments cost categories & QB chart of accounts ACCT- Sync transaction Accounting 003 data at configured Hub frequency (realtime, daily, or weekly) ACCT- Capture journal Accounting 004 entries & manual Hub adjustments flowing back to divisions ACCT- Validate all data Accounting 005 before posting to Hub prevent erroneous entries ACCT- Create audit log Accounting 006 showing all syncs, Hub errors, manual overrides ACCT- Project budget Accounting 007 establishment by Hub division & major cost category ACCT- Track actual Accounting 008 spending against Hub budget by cost category & time period ACCT- Calculate variance Accounting 009 ($ and %) & flag Hub significant overages ACCT- Enable budget Accounting 010 owners to request & Hub approve budget changes ACCT- Link budget line Accounting 011 items to actual cost Hub transactions for reconciliation ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Generate budget Accounting P0 M 2 ACCT-008 Johnny/Teresa 012 variance reports by Hub P0 L 2 ACCT-008 Johnny/Teresa/Russ P0 L 2 ACCT-013 Russ P0 M 2 ACCT-013 Russ P0 M 2 ACCT-013 Russ P0 M 2 ACCT-013 Russ P0 M 2 ACCT-013 Russ P0 M 3 ACCT-013 Johnny/Teresa P0 M 3 ACCT-019 Johnny/Teresa P0 M 3 ACCT-019 Johnny/Teresa P0 M 3 ACCT-019 Johnny/Teresa project, division, cost type, period ACCT- Financial dashboard Accounting 013 for Russ (executive- Hub level summary, total costs, budget status, financial health) ACCT- Portfolio view of all Accounting 014 sites/projects with Hub individual P&L summary ACCT- Key metrics display Accounting 015 (total spend, Hub revenue, margin, cash position, burn rate) ACCT- Highlight projects at Accounting 016 risk (over budget, Hub behind schedule, delayed revenue) ACCT- Enable drill-down Accounting 017 from dashboard to Hub division-level & project-level detail ACCT- Alert on critical Accounting 018 financial events Hub (large overages, cash shortfalls, payment issues) ACCT- Divisional financial Accounting 019 reports (costs, Hub revenues, profitability) ACCT- Division-specific Accounting 020 metrics (operational Hub costs, project allocation, performance ratios) ACCT- Cross-division cost Accounting 021 allocation & Hub settlement ACCT- Divisional P&Ls for Accounting 022 performance Hub evaluation ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Division head Accounting P0 S 3 ACCT-012 Johnny/Teresa 023 visibility into budget Hub P0 M 3 ACCT-008 Johnny/Teresa P0 M 3 ACCT-024 Johnny/Teresa P0 M 3 ACCT-024 Johnny/Teresa P0 M 3 ACCT-024 Johnny/Teresa P0 M 3 ACCT-024 Johnny/Teresa P0 M 3 ACCT-024 Johnny/Teresa P0 M 3 — Johnny/Teresa P0 M 3 ACCT-030, Johnny/Teresa/Russ performance ACCT- Project-level cost Accounting 024 tracking (not just Hub division) for ROI & profitability ACCT- Allocate shared Accounting 025 costs (management, Hub overhead) to projects ACCT- Maintain cost detail Accounting 026 by phase/milestone Hub per project ACCT- Project-level P&L Accounting 027 (cost, revenue, Hub margin) ACCT- Cost forecasting to Accounting 028 project final project Hub profitability ACCT- Track cost Accounting 029 performance Hub against comparable historical projects ACCT- ADP payroll data Accounting 030 sync into platform Hub (per division, per cost center) ACCT- Payroll cost Accounting 031 summaries on Russ's Hub PLAT-004 owner dashboard (by division, by period) ACCT- Track bonus Accounting 032 accruals & payouts Hub P0 M 3 ACCT-030 Johnny/Teresa P0 M 3 ACCT-030 Johnny/Teresa per employee & per division ACCT- Surface Accounting 033 vacation/PTO Hub balances & usage per employee & per division ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Allocate payroll Accounting P0 M 3 ACCT-030 Johnny/Teresa 034 costs to projects & Hub P0 M 3 ACCT-030 Johnny/Teresa P0 S 3 ACCT-030 Johnny/Teresa P0 M 3 ACCT-001 Johnny/Teresa P0 M 3 ACCT-037 Johnny/Teresa P0 M 3 ACCT-038 Johnny/Teresa P0 M 3 ACCT-037 Johnny/Teresa P0 M 3 ACCT-037 Johnny/Teresa P0 M 3 ACCT-038 Johnny/Teresa P0 M 3 — Johnny/Teresa divisions automatically (ADP cost centers) ACCT- Generate payroll- Accounting 035 related financial Hub reports (labor cost trends, overtime, benefits) ACCT- Alert on payroll Accounting 036 anomalies (large Hub overtime, missed runs, benefit changes) ACCT- Aggregate cash Accounting 037 position across all Hub operating accounts & projects ACCT- Forecast future cash Accounting 038 inflows/outflows Hub based on timelines & payment schedules ACCT- Alert to cash Accounting 039 shortfalls & Hub recommend timing adjustments ACCT- Track cash reserves Accounting 040 & maintain Hub minimum balance requirements ACCT- Provide Accounting 041 weekly/monthly Hub cash position reports to leadership ACCT- Model impact of Accounting 042 different funding Hub scenarios on cash position ACCT- Capture vendor Accounting 043 invoices & auto- Hub code to cost categories & projects ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Route invoices for Accounting P0 M 3 ACCT-043 Johnny/Teresa 044 approval (amount, Hub P0 M 3 ACCT-044 Johnny/Teresa P0 M 3 ACCT-043 Johnny/Teresa P0 M 3 ACCT-043 Johnny/Teresa P0 M 3 ACCT-045 Johnny/Teresa P0 M 3 MGMT-001, Johnny/Teresa cost type, approval authority) ACCT- Track payment Accounting 045 status (received, Hub approved, scheduled, paid) ACCT- Prevent duplicate Accounting 046 payments Hub (matching to prior payments & POs) ACCT- Enable 3-way Accounting 047 matching (PO, Hub receipt, invoice) for quality control ACCT- Generate AP aging Accounting 048 reports & payment Hub forecasts ACCT- Capture & track Accounting 049 revenue transactions Hub LEGAL-001 by project & division ACCT- Apply revenue Accounting 050 recognition rules Hub P0 M 3 ACCT-049 Johnny/Teresa P0 M 3 ACCT-049 Johnny/Teresa P0 M 3 ACCT-049 Johnny/Teresa P0 M 3 ACCT-049 Johnny/Teresa P0 M 3 ACCT-049 Johnny/Teresa P0 M 3 PLAT-005 Johnny/Teresa (timing, amount) per contract terms ACCT- Track invoiced vs. Accounting 051 received vs. billed Hub revenue ACCT- Generate aged Accounting 052 receivables reports & Hub collection follow-up lists ACCT- Enable revenue Accounting 053 forecasting based Hub on pipeline & contract status ACCT- Track revenue by Accounting 054 customer/division Hub for performance analysis ACCT- Create month-end Accounting 055 close workflow Hub (identify missing data/reconciliations) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Automate standard Accounting P0 M 3 ACCT-055 Johnny/Teresa 056 journal entries Hub P0 M 3 ACCT-055 Johnny/Teresa P0 M 3 ACCT-055 Johnny/Teresa P0 M 3 ACCT-055 Johnny/Teresa P0 M 3 ACCT-055 Johnny/Teresa P0 M 3 — Johnny/Teresa P0 M 3 ACCT-061 Johnny/Teresa P0 M 3 ACCT-062 Johnny/Teresa P0 M 3 ACCT-061 Johnny/Teresa P0 M 3 ACCT-062 Johnny/Teresa P0 M 3 ACCT-065 Johnny/Teresa P0 M 3 — Johnny/Teresa (depreciation, accruals, allocations) ACCT- Track reconciliation Accounting 057 status (bank, GL, Hub sub-ledgers) & flag incomplete items ACCT- Enable prior-month Accounting 058 adjustment tracking Hub & posting ACCT- Generate close Accounting 059 checklists & Hub completion status reports ACCT- Provide pre-close & Accounting 060 post-close reporting Hub for analysis ACCT- Define allocation Accounting 061 bases for shared Hub costs (headcount, revenue, sqft, hours) ACCT- Auto-calculate & Accounting 062 post allocations at Hub period end ACCT- Track allocation Accounting 063 changes & variance Hub over time ACCT- Enable scenario Accounting 064 modeling (what-if Hub allocation changes) ACCT- Create allocation Accounting 065 audit reports Hub showing cost movement ACCT- Reconcile allocated Accounting 066 costs back to source Hub (no duplicates) ACCT- Track tax-relevant Accounting 067 transactions Hub separately (depreciation, capitalized costs, deductions) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Organize data by tax Accounting P0 M 3 ACCT-067 Johnny/Teresa 068 category for year- Hub P0 M 3 ACCT-068 Johnny/Teresa P0 M 3 ACCT-069 Johnny/Teresa P0 M 3 ACCT-068 Johnny/Teresa P0 M 3 ACCT-069 Johnny/Teresa P0 M 3 ACCT-001, Johnny/Teresa end preparation ACCT- Generate tax Accounting 069 reporting by entity & Hub jurisdiction ACCT- Track estimated tax Accounting 070 payments & Hub reconcile to actual liability ACCT- Maintain tax Accounting 071 documentation & Hub support for audit purposes ACCT- Provide tax data Accounting 072 feeds to external tax Hub preparers ACCT- Generate standard Accounting 073 financial statements Hub ACCT-049 (P&L, balance sheet, cash flow) on demand ACCT- Create customized Accounting 074 financial reports by Hub P0 M 3 ACCT-073 Johnny/Teresa P0 M 3 ACCT-073 Johnny/Teresa P0 M 3 ACCT-073 Johnny/Teresa P0 M 3 ACCT-073 Johnny/Teresa P0 M 3 ACCT-073 Johnny/Teresa P0 M 3 PLAT-009 Johnny/Teresa division, project, or time period ACCT- Enable comparative Accounting 075 reporting (prior Hub period, budget vs. actual, trends) ACCT- Track key metrics & Accounting 076 KPIs for financial Hub health assessment ACCT- Generate audit- Accounting 077 ready reports with Hub full supporting documentation ACCT- Enable external Accounting 078 sharing of financial Hub statements (access controls) ACCT- Capture all financial Accounting 079 transactions (source, Hub date, amount, approver) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Track all changes to Accounting P0 M 3 PLAT-009 Johnny/Teresa 080 financial data (who, Hub P0 M 3 ACCT-001 Johnny/Teresa P0 M 3 ACCT-081 Johnny/Teresa P0 M 3 PLAT-002, Johnny/Teresa what, when, why) ACCT- Maintain immutable Accounting 081 record of all journal Hub entries & adjustments ACCT- Generate audit Accounting 082 reports showing Hub transaction flow from source to financial statement ACCT- Enable segregation Accounting 083 of duties (no single Hub ACCT-001 person can create, approve, post) ACCT- Maintain compliance Accounting 084 with GAAP & audit Hub P0 M 3 ACCT-073 Johnny/Teresa P1 L 4 ACCT-024 Johnny/Teresa/Russ P1 L 4 ACCT-024 Johnny/Teresa P1 L 4 ACCT-008 Johnny/Teresa P1 L 4 ACCT-024 Johnny/Teresa P1 L 4 ACCT-024 Johnny/Teresa P2 L 5 ACCT-079 Johnny/Teresa P1 M 4 ACCT-001 Johnny/Teresa requirements ACCT- Unit economics Accounting 085 analysis (cost per Hub site, per room, per phase) ACCT- Trend analysis (cost Accounting 086 & profitability over Hub time) ACCT- Scenario modeling Accounting 087 (what-if Hub budget/timeline changes) ACCT- Predictive analytics Accounting 088 (cost & schedule Hub forecasting) ACCT- Benchmark analysis Accounting 089 (vs. Hub industry/historical data) ACCT- Machine learning for Accounting 090 anomaly detection & Hub cost pattern identification ACCT- Bank feeds Accounting 091 (eliminate manual Hub transaction entry & reconciliation) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Credit card Accounting P1 M 4 ACCT-043 Johnny/Teresa 092 processing Hub P1 L 4 MAT-001 Johnny/Teresa P1 M 4 ACCT-037 Johnny/Teresa P1 M 4 ACCT-044 Johnny/Teresa P1 L 4 ACCT-024 Johnny/Teresa P1 M 4 ACCT-013 Johnny/Teresa P2 L 5 ACCT-073 Johnny/Teresa P1 M 4 ACCT-073 Johnny/Teresa P1 M 4 PLAT-018 Johnny/Teresa P1 M 4 PLAT-012 Johnny/Teresa P1 M 4 ACCT-073 Johnny/Teresa integration (auto expense categorization) ACCT- Procurement Accounting 093 integration (POs, Hub requisitions, streamline cost tracking) ACCT- Banking platform Accounting 094 integration for Hub liquidity management ACCT- Automated invoice Accounting 095 matching & Hub payment (reduce approval cycles) ACCT- Integration with Accounting 096 project Hub management tools (real-time cost updates) ACCT- Drill-down capability Accounting 097 (high-level Hub dashboard to transaction detail) ACCT- Custom report Accounting 098 builder (ad-hoc Hub reports) ACCT- Data visualization Accounting 099 (charts, heat maps, Hub waterfall charts) ACCT- Automated report Accounting 100 distribution & Hub scheduling ACCT- Mobile access for Accounting 101 financial monitoring Hub on-the-go ACCT- White-label Accounting 102 reporting options for Hub external stakeholders ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Rolling forecasts Accounting P1 L 4 ACCT-038 Johnny/Teresa 103 (continuous Hub P1 M 4 ACCT-012 Johnny/Teresa P2 L 5 ACCT-038 Johnny/Teresa P1 M 4 ACCT-030 Johnny/Teresa P1 L 4 ACCT-087 Johnny/Teresa P1 M 4 ACCT-084 Johnny/Teresa P1 M 4 ACCT-083 Johnny/Teresa P1 M 4 ACCT-012 Johnny/Teresa P1 M 4 ACCT-080 Johnny/Teresa P1 M 4 ACCT-018 Johnny/Teresa P1 M 4 ACCT-044 Johnny/Teresa P1 M 4 ACCT-073 Johnny/Teresa updating throughout period) ACCT- Variance analysis Accounting 104 tools (explain cost Hub drivers automatically) ACCT- Monte Carlo Accounting 105 simulation for Hub financial risk quantification ACCT- Headcount & staffing Accounting 106 forecasting (improve Hub payroll accuracy) ACCT- Scenario planning Accounting 107 tools for strategic Hub decision-making ACCT- Automated Accounting 108 compliance Hub monitoring (flag violations) ACCT- Segregation of Accounting 109 duties enforcement Hub & monitoring ACCT- Variance analysis for Accounting 110 fraud detection Hub (highlight unusual transactions) ACCT- Audit log querying & Accounting 111 anomaly detection Hub ACCT- Real-time alerts on Accounting 112 critical transactions Hub & threshold breaches ACCT- Automated policy Accounting 113 enforcement Hub (approval limits, cost restrictions) ACCT- Investor reporting Accounting 114 packages (auto- Hub generate financial data & presentations) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Lender reporting for Accounting P1 M 4 ACCT-073 Johnny/Teresa 115 debt covenant Hub P1 M 4 ACCT-019 Johnny/Teresa P1 M 4 PLAT-010 Johnny/Teresa P1 L 4 ACCT-024 Johnny/Teresa P1 M 4 ACCT-009 Johnny/Teresa P2 L 5 MAT-001 Johnny/Teresa P1 M 4 ACCT-031 Johnny/Teresa P1 M 4 ACCT-008 Johnny/Teresa P2 L 5 ACCT-007 Johnny/Teresa P1 L 4 ACCT-073 Johnny/Teresa P1 M 4 ACCT-019 Johnny/Teresa P1 M 4 ACCT-073 Johnny/Teresa P1 L 4 ACCT-019 Johnny/Teresa compliance ACCT- Performance Accounting 116 measurement for Hub management incentive programs ACCT- API access for third- Accounting 117 party applications Hub ACCT- Project-level earned Accounting 118 value analysis (cost Hub control) ACCT- Automated cost Accounting 119 control alerts Hub (overages, unauthorized spend) ACCT- Procurement Accounting 120 optimization Hub recommendations (reduce material costs) ACCT- Labor productivity Accounting 121 metrics (tied to Hub project costs) ACCT- Contingency Accounting 122 management Hub (reserve tracking, burn rate) ACCT- Zero-based Accounting 123 budgeting tools Hub ACCT- Consolidated Accounting 124 reporting (multiple Hub legal entities) ACCT- Inter-company Accounting 125 transaction Hub elimination (accurate P&Ls) ACCT- Dollar management Accounting 126 (projects in different Hub jurisdictions) ACCT- Equity accounting Accounting 127 (joint ventures, Hub partnerships) ID FEATURE MODULE PRIORITY COMPLEXITY PHASE DEPENDENCIES SOURCE ACCT- Transfer pricing Accounting P1 M 4 ACCT-049 Johnny/Teresa 128 documentation Hub (related-party transactions) Summary Statistics Total Backlog Items: 407 Breakdown by Priority: - P0 (MVP Must-Have): 240 items - P1 (High Priority, Post-MVP): 140 items - P2 (Nice-to-Have/Future): 27 items Breakdown by Module: - Platform Core: 18 items - Legal Close Land: 18 items - Legal Rollovers: 16 items Material Procurement: 31 items - Plant Division: 35 items - Field Division: 47 items - Management Division: 54 items - Land Division: 60 items - Accounting Hub: 128 items Breakdown by Phase: - Phase 1 (Foundation): 80 items - Phase 2 (Wave 1): 95 items - Phase 3 (Wave 2): 125 items - Phase 4 (Mobile + Advanced): 85 items - Phase 5 (Future): 22 items Feature Prioritization Notes Must-Have for Go-Live (P0 MVP — Phase 1–3) All features marked P0 across all modules are considered mission-critical for initial platform launch. These include: - Complete workflow gating & approvals (foundational) - Core divisional tracking modules (Legal Close Land, Material Procurement, Plant, Field, Management/Leasing) - Financial integration (QuickBooks, ADP, cost tracking to Accounting) - Audit trails & compliance logging - Basic dashboards & reporting High-Priority for Post-Launch (P1 — Phase 4 & beyond) P1 features add significant value but are not required for MVP go-live. These should be prioritized based on ROI and division feedback: - Mobile applications (Field, Plant, Management) - Advanced integrations (RealPage depth, Compsys, city portals) - Predictive analytics & forecasting - Executive dashboards & KPI reporting - Scenario modeling & what-if analysis Optional / Future (P2) P2 features are nice-to-haves with lower immediate impact: - AI-powered environmental summarization Monte Carlo financial modeling - Custom BI reporting (beyond standard dashboards) - Marketing automation - Advanced vendor analytics Dependencies & Critical Paths Foundation (Must Complete First) PLAT-001 through PLAT-010 (auth, workflows, document management, API) LAND-001 through LAND-043 (site prospecting, due diligence, permits — largest phase 1 scope) Wave 1 (Depends on Foundation) LEGAL-001–LEGAL-018 (requires document management + workflows) MAT-001–MAT-031 (requires workflows + budget tracking) PLANT-001–PLANT-035 (requires production scheduling + QC workflows) ACCT-001–ACCT-060 (requires all division cost data flowing in) Wave 2 (Depends on Wave 1) FIELD-001–FIELD-047 (depends on Plant handoff + Management handoff readiness) MGMT-001–MGMT-054 (depends on Field Division completion dates + RealPage integration) ROLL-001–ROLL-016 (depends on Management renewal pipeline + Accounting export) Wave 3 (Depends on Waves 1–2) PLAT-011–PLAT-018 (search, mobile, exports, reports) LAND-044–LAND-060 (advanced GIS, automation, AI summaries) ACCT-085–ACCT-128 (advanced analytics, consolidated reporting, scenario modeling) Recommendations 1. Maintain strict phase gates — Do not pull Phase 2 features into Phase 1; each phase adds ~4 weeks. 2. Accounting Hub scope confirmed — Interview complete (April 8, 2026); multi-entity QB, ADP payroll for 12 employees, cost allocation engine confirmed (13–17 dev-months HIGH complexity); design Phase 2–3 accordingly. 3. Prioritize Field Division mobile app — High adoption risk; recommend early mobile development (Phase 2 or early Phase 3). 4. Plan RealPage integration carefully — Deep integration critical for Management/Rollovers; scope this in Week 2–3 of project. 5. Establish change control board — 407 features, easy to scope creep; enforce formal change control with cost/schedule impact. 6. Validate reporting requirements — Management's "15+ monthly reports" and Land's "50+ agencies" tracking are both high-touch; validate exact spec in detail design. Prepared by: Webaroo Solutions Date: April 8, 2026 Status: COMPREHENSIVE — All division features compiled from scoping interviews Next Review: Phase 1 Closure / Phase 2 Planning (Week 2, 2026) NAVIGATE THE PACKAGE All Discovery Materials 01 Audit & Competitor Analysis 02 Technical & Project Evaluation 03 Project Charter 04 Project Roadmap & Milestones 05 Risk Analysis & Mitigation 06 Budget Estimate 07 Product Backlog 08 Payment Schedule & Terms