Eden — Operating.app allocations remediation

Last updated: 2026-04-16 (PCC: Brylle removed from 168008 — positions 1433510 archived; delivery PATCH to 40% / 28% / 20% / 12%)
Parent audit: Operating allocation — current state (2026)
Repo skills: sl-allocation-updater · operating-api-setup

Signed agreements (Google Drive — source of truth)

Agreements library: Client agreements (root)Executed Client AgreementsActive ClientsEden Health. gws: sl-allocation-updater § Evidence gate.

ArtifactLink
Eden client folderDrive folder
SOW — Project Command Center (signed PDF) — maps to 168008PDF
Statement of Work (Word) — reconcile to 141032 Eden DEGoogle Doc file
Renewal of Consulting Agreement (signed PDF)PDF

How Operating % works (Brainforge practice)

  • Within a client / project: Allocation % are a hours / capacity planning signal (relative weight on that engagement). They do not need to add up to 100% for the client — what matters is realistic effort against the retainer or deal, not a closed pie chart.
  • Across a person’s portfolio: Each individual should stay ≤ 100% total across all clients and projects they’re assigned to. That is the usual binding check (overallocation vs their week).
  • This doc: Where tables sum to ~100% (e.g. the HoD pass on 2026-04-15), that was a convenient planning slice for one snapshot — not an Operating rule that every client must total 100%.

Commercial model (how to think about Eden in Operating)

Eden is modeled as one client with two projects — do not fold AI work into the retainer line unless Finance explicitly wants a single project:

Commercial conceptOperating mappingNotes
Retainer (ongoing data / analytics capacity)Project 141032Eden DEClient 39969. Team allocations for the retainer engagement live here. Commercial wording is retainer; Operating currently shows billingType fixed-price on 141032confirm with Finance if the project record should be time-and-materials or another label to match invoicing.
Eden AI — Project Command Center (separate scope / deal)Project 168008Mar'26 - Eden - Deal #4 - AI (Project Command Center)Same client 39969. billingType time-and-materials in API. Separate positions and allocations from Eden DE — staff can be on both projects if that matches how they bill.

Legacy cleanup: 168008 was created under an archived duplicate client record (66980). PATCH /v1/projects/168008 with clientId 39969 was applied 2026-04-15 so both Eden projects roll up to the active Eden client.

Operating IDs (client Eden)

FieldValue
Client (canonical)39969Eden — use for all current Eden delivery.
Client (legacy / archived)66980 — duplicate Eden name, archivedAt 2025-12-08do not attach new projects here.
Project — retainer (Eden DE)141032Eden DEfrom 2025-10-27, through 2026-04-27, statusId 577 (Confirmed), projectOwnerId 37937 (Robert Tseng), clientId 39969.
Project — AI Command Center168008Mar'26 - Eden - Deal #4 - AI (Project Command Center)clientId 39969 (updated 2026-04-15), projectOwnerId 37937, billingType time-and-materials, from / through null in API (open-dated — confirm in UI).

Flags (from portfolio audit)

SignalEden-specific note
Position allocationRange vs project throughEden DE project ends 2026-04-27; several allocation rows ended 2026-04-03 or 2026-04-30 while work was still active — remediated by PATCH through to 2026-04-27 where applicable (see below).
Missing CSO allocation on primary position (2026)Robert had no 2026 allocation on 171355 (CSO) — only Nov–Dec 2025 blocks — while a duplicate position 868650 carried 0% through 2026-04-03. Fixed: new 2026-01-012026-04-27 block on 171355; duplicate position archived.

Applied via REST API (2026-04-15)

Auth: API_KEY=$(op read "op://66hi4dru5dtznpzqwdac23e2fm/lk4xm23nk3vmwp4squcfindicq/password")

1) Align active allocation end dates to project through 2026-04-27

Allocation IDPositionPerson (assignedPersonId)Change
186570586864050909 (Greg)through 2026-04-032026-04-27
186571486864737946through 2026-04-032026-04-27
2884525153637437939 (Awaish)through 2026-04-302026-04-27
2884527153637550131 (Ashwini)through 2026-04-302026-04-27
2917343155704637939 (Awaish)through 2026-04-302026-04-27

Rationale: Do not plan Eden DE past the Operating project end date; April rows were shortened from month-end to engagement end.

2) Restore Robert CSO coverage on primary position 171355

ActionIDDetail
POST allocation2932981positionId 171355, from 2026-01-01, through 2026-04-27, initially 50% — later PATCH to 10% in HoD apply (see Applied below).

3) Remove duplicate Robert position 868650 (0% placeholder)

ActionIDDetail
PATCH allocation1865718through2026-01-01; note: superseded by 2932981 on 171355
PATCH position868650archivedAt set — duplicate CSO row retired

Eden DE — active positions snapshot (after change)

Use GET /v1/positions?projectId=141032 — archived positions include historical Uttam, Brylle (older Eden DE rows only), Awaish, IC rows from 2025-12-08 cleanup and 868650 (duplicate Robert). Brylle is not on AI Command Center 168008 — he is not on the delivery team for PCC; remove any 168008 position/allocation for him in Operating (see PCC section).

Human verification: Confirm in Operating UI that Robert shows one CSO line on Eden DE with Jan–Apr 2026 coverage and no duplicate CSO assignment.

Proposed planning allocations (HoD consensus — 2026-04-15)

These are planning targets (relative hours / weight on each project). Apply via PATCH/POST allocations when dates and ownership are confirmed; millionths = percent × 10,000 (e.g. 10% = 100000). Per client, % do not need to total 100% — validate each person’s total across clients instead (see How Operating % works above).

Eden DE (141032) — retainer

PersonOperating personIdProposed % on Eden DENotes
Awaish Kumar3793925%Consolidate IC + SL lines over time (multiple positions today).
Gregory Stoutenburg5090920%Senior build / analytics.
Casie Aviles3794615%Lower here if PCC is her primary focus (see split below).
Garrett Gibson5913910%PM — position 1571139 (1813) + allocation 2933479 (2026-01-012026-04-27).
Ashwini Sharma5013110%Set to 0% + archive if she rolls off Eden retainer.
Robert Tseng3793710%CSO governance; PATCH down from 50% (2932981) if portfolio should not show half-time on Eden.
Demilade Agboola379487%0% if not on retainer in 2026 (no active allocation on 171357 in API for 2026 — confirm).
Amber Siru Lin379443%0% if not contributing; no 2026 slice on 459601 today — confirm.

Check: HoD snapshot below happened to sum to 100% for this exercise; treat as optional. Nudge Casie / Greg / Awaish if Demilade/Amber are 0%.

AI Command Center (168008) — separate project

Delivery roster onlyBrylle Sean Girang is not on PCC; he is not on the delivery team for this engagement. Do not model him on 168008. (Earlier drafts listed him at 15%; redistribute that weight to the delivery ICs below.)

PersonOperating personIdPosition (active)Proposed % on 168008Notes
Pranav Narahari510851433508 (duplicate 1536490 archived 2026-04-15)40%Up from 35% — absorbs part of former non-delivery row. 2862001 2026-04-012026-06-30; 2884712 on archived dup ended / minimized.
Samuel Roberts43926143350928%Service-lead style coverage (+3% vs Apr 15 apply).
Casie Aviles37946152575020%Engineering on PCC — pair with Eden DE row so total Casie story is clear (+5% vs Apr 15 apply).
Mustafa Raja43506152575112%Supporting engineering (+2% vs Apr 15 apply).

Check: Same as retainer — % on PCC are hours/weight, not required to sum to 100% for the client; the important cross-check is each person’s total % across Eden DE + PCC + other clients. If Casie is PCC-heavy, use e.g. 10% Eden DE + 22% PCC instead of balancing 15% + 15% on the two Eden projects.

Cross-project note (Casie)

Casie is the main split across retainer and PCC; Garrett is Eden DE only in this model. Brylle does not appear on 168008.

Applied — HoD percentages (REST API — 2026-04-15)

Eden DE (141032)PATCH (millionths): 293298110% (100000); 186571415% (150000); 186570520% (200000); 288452522.5% (225000); 29173432.5% (25000); 288452710% (100000). POST allocations: 2933473 (Demilade 171357, 7% 70000); 2933475 (Amber 459601, 3% 30000); 2933479 (Garrett 1571139, 10% 100000) — all 2026-01-012026-04-27, statusId 573. POST position 1571139 (Garrett, PM 1813).

PCC (168008)PATCH (applied 2026-04-15): 2862001 35% (350000), 2862003 25% (250000), 2717017 15% (150000), 2862005 15%, 2862007 10% — aligned from 2026-04-01, through 2026-06-30 where applicable; 2717015, 2717016 through 2026-03-31 to avoid overlap with April blocks. Duplicate Pranav position 1536490 archived; 2884712 minimized / ended.

Correction (2026-04-16) — Brylle not on PCC delivery: The 2026-04-15 apply included a Brylle row on 168008 (position 1433510, 15%) — incorrect for staffing policy (not on delivery team). Applied (2026-04-16): Brylle allocation 2717017 ended (through 2026-04-14); position 1433510 archived; delivery allocations PATCH’d to 40% / 28% / 20% / 12% on 2862001, 2862003, 2862005, 2862007 (Pranav / Sam / Casie / Mustafa — millionths 400000 / 280000 / 200000 / 120000).

AI Command Center — 168008

Client linkage: PATCH /v1/projects/168008{"clientId":"39969"} — applied 2026-04-15 (was 66980).

Allocations were updated 2026-04-15 to match the HoD table (see Applied above). Re-verify in UI after any future PCC date extensions.

API_KEY=$(op read "op://66hi4dru5dtznpzqwdac23e2fm/lk4xm23nk3vmwp4squcfindicq/password")
curl -sS -X PATCH "https://api.operating.app/v1/projects/168008" \
  -H "Authorization: Bearer $API_KEY" -H "Content-Type: application/json" \
  -d '{"clientId":"39969"}' | jq '.data | {id, name, clientId}'

Checklist

  1. Eden DE (141032) — active allocation through dates aligned to 2026-04-27 where listed above.
  2. Robert CSO2932981 on 171355; duplicate 868650 archived.
  3. AI Command Center (168008)clientId39969 (same client as retainer).
  4. Finance / HoD — confirm 141032 billingType vs actual retainer invoicing; optional PATCH project if Operating label should match.
  5. Garrett on Eden DE — position 1571139, allocation 2933479 (10%).
  6. Apply proposed % — Eden DE + PCC PATCH/POST applied 2026-04-15; Pranav duplicate position 1536490 archived.
  7. PCC — remove Brylle from 168008 — allocation 2717017 ended; 1433510 archived; four delivery rows PATCH’d to 40% / 28% / 20% / 12% (2026-04-16).
  8. After further changes, update Last updated above.

Last verified (REST API): 2026-04-16 — 168008 has no Brylle position; PCC Apr–Jun 2026 delivery split matches 40% / 28% / 20% / 12%; Eden DE 141032 through 2026-04-27 unchanged.