Project Budget · Portfolio Demo

Enrollment & Claims Platform Modernization

Program ManagerC. Tyrrell
Budget As OfJan 15, 2027
StatusOn Track
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Overview

Program Budget at a Glance

Total Program Budget
$11.58M
Spent to Date
$4.98M
Forecast at Completion
$11.73M
Variance
+$148K (+1.3%)
On Track

The full +$148K forecast variance is attributed to Data Conversion Labor, reflecting Data Conversion Lead time held in reserve in case a third Dry Run cycle is required for R-001 (historical claims data quality). No other category is currently forecast to vary from baseline. Contingency Reserve ($1.053M baseline) has $0.6M remaining. Figures reflect the corrected 55-person team (RAIDD D-005) — see the Resource Plan.

Summary

Budget by Category

CategoryBaselineSpent to DateForecastVarianceVar %
Platform Upgrade — Vendor License & Implementation$1,850,000$796,000$1,850,000-0.0%
Integration Middleware — Vendor License & Implementation$620,000$267,000$620,000-0.0%
Internal Labor (PM / PMO / Governance / Compliance)$1,051,545$452,000$1,051,545-0.0%
Architecture Labor (Solution / Data / Integration Architects)$648,000$279,000$648,000-0.0%
Business Analysis Labor$582,050$250,000$582,050-0.0%
System Upgrade Labor$129,425$56,000$129,425-0.0%
Data Conversion Labor$490,000$211,000$638,000+$148,000+30.2%
Offshore & Onshore QA Labor$947,000$407,000$947,000-0.0%
Development Labor — 6 Integration Tracks (15 Developers)$2,094,060$900,000$2,094,060-0.0%
Infrastructure/DevOps & Security Labor$601,500$259,000$601,500-0.0%
UAT Subject Matter Expert Labor$225,000$97,000$225,000-0.0%
Change Management & Training Labor$600,470$258,000$600,470-0.0%
Infrastructure / Cloud Environment Costs$480,000$206,000$480,000-0.0%
Training Materials & Logistics$210,000$90,000$210,000-0.0%
Subtotal (Base Budget)$10,529,050$4,528,000$10,677,050+$148,000+1.4%
Contingency Reserve (10% of base)$1,053,000$453,000$1,053,000-0.0%
TOTAL PROGRAM BUDGET$11,582,050$4,981,000$11,730,050+$148,000+1.28%
Reconciliation

Budget Baseline History

How the current $11,582,050 baseline (corrected per RAIDD D-005) was reached from the original pre-change baseline, via the 10 approved Change Requests on the Change Control Log.
CategoryOriginal BaselineChange Requests AppliedCurrent Baseline
Platform Upgrade — Vendor License & Implementation$1,765,000CR-005 +$85,000$1,850,000
Integration Middleware — Vendor License & Implementation$620,000$620,000
Internal Labor (PM / PMO / Governance / Compliance)$586,545CR-006 +$60,000; CR-008 +$95,000; CR-010 +$310,000$1,051,545
Architecture Labor (Solution / Data / Integration Architects)$648,000$648,000
Business Analysis Labor$582,050$582,050
System Upgrade Labor$129,425$129,425
Data Conversion Labor$490,000$490,000
Offshore & Onshore QA Labor$782,000CR-004 +$45,000; CR-007 +$120,000$947,000
Development Labor — 6 Integration Tracks (15 Developers)$2,094,060$2,094,060
Infrastructure/DevOps & Security Labor$601,500$601,500
UAT Subject Matter Expert Labor$225,000$225,000
Change Management & Training Labor$600,470$600,470
Infrastructure / Cloud Environment Costs$480,000$480,000
Training Materials & Logistics$210,000$210,000
Subtotal (Base Budget)$9,814,050+$715,000 (6 CRs)$10,529,050
Contingency Reserve (10% of base)$981,000+$72,000 (proportional to base growth)$1,053,000
TOTAL PROGRAM BUDGET$10,795,050+$787,000$11,582,050

Four CRs carried no cost impact (CR-001, CR-002, CR-003, CR-009) and are not shown in this table. Of the six that did, each is mapped to the single category it most directly affects. The Contingency Reserve is calculated as a fixed 10% of the base budget, so as approved changes grew the base by $715,000, the reserve grew proportionally by $71,500 — a secondary effect of the CRs, not a separate change request of its own. Full CR-by-CR detail, including schedule impact and outcome-if-not-approved, is in the Change Control Log.

Labor

Resource Rate Card (Named Roster)

All rates are blended bill rates, benchmarked against 2026 U.S. IT/PM consulting market data.

The full 55-person named roster, per-person blended rate, allocation, and estimated labor cost lives in the Resource Plan — reproducing it here as a second 55-row table risked exactly the kind of drift a duplicate copy invites. The labor category subtotals above trace directly to that roster's totals with zero variance (Total Named Labor: $7,369,050).

"Actual to Date" applies a flat 43% consumption rate to each named resource's full-program estimate as of Jan 15, 2027, as a simplifying illustrative assumption — see the category table above for the category-level figures this rolls up to.
Governance

Baseline Approval & Sign-Off Status

The $11.58M cost baseline (corrected per RAIDD D-005 ahead of sign-off) requires Steering Committee approval (per the program's decision-rights tiering). Status below reflects the current baseline.
NameRoleStatusDate Signed
G. WhitfieldExecutive Sponsor (VP of Operations)SignedJul 28, 2026
A. MarchettiCIO / VP of Information TechnologySignedJul 28, 2026
R. CastellanoVP, UnderwritingSignedJul 29, 2026
J. BoudreauxVP, Claims AdministrationSignedJul 29, 2026
S. WhitcombeVP, FinanceSignedJul 27, 2026
S. RyanDirector, PMOSignedJul 27, 2026
C. TyrrellProgram Manager (Author)SignedJul 25, 2026
Baseline approved ahead of Project Kickoff (Aug 4, 2026). Current forecast variance (+2.1%) is being managed within the approved Contingency Reserve and does not require re-baselining at this time.