Source: https://guthlabs.ai/docs/project-templates/operations-migration/deadlines/

project template / candidate

# Operations migration — deadlines

The distinct deadlines record for Operations migration. This page is proposal-only.

Status: **proposed**Lifecycle: **candidate**

## Record status

**Record ID**: project:operations-migration

**Parent lifecycle**: candidate

**Page lane**: app_features

**Lane lifecycle**: proposed

**Owner**: Not separately recorded

**Owner role**: Not separately recorded

**Owner status**: Not separately recorded

**Qualification result**: NOT RUN · held for evidence and human review

**Working browser surface:** [Project templates & workflows — overview](<https://guthlabs.ai/labs.html#templates-workflows>) — Create a local project from this template and validate its forms. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held.

## Deadline and workback rules

- Every milestone and dependency must have an owner and a due date or an explicit held-date reason.

- The workback must include target completion, cutover, approval, evidence, reconciliation, rollback-decision, communication, and handoff dates.

- A date change requires a reason, affected milestones, owner confirmation, and a new revision.

- A missed blocking deadline changes the relevant milestone or project state to Held until reviewed.

- No cutover approval is valid without the required evidence set and recorded reconciliation method.

- Rollback readiness must be reviewed before cutover and again at the stated rollback decision deadline.

- Recurring deadlines are only candidates until a human confirms recurrence.

- External calendar, message-send, provider, credential, database, customer, publication, and production effects remain held.

- Migration deadline is required before approval submission.

- Freeze deadline must be on or before the migration deadline.

- Reconciliation deadline must precede the rollback decision deadline.

- Every workback task must have an owner, due date, and completion state.

- Overdue tasks are flagged locally and do not trigger notifications or external changes.

- A missing or ambiguous deadline produces a blocking validation state.

- Changing a deadline creates a revision and preserves the previous value.

- Conflicting workback dates are shown in Agenda for human resolution.

## Workback sequence

- Create a local project record and assign a migration owner.

- Define the source and target system labels, scope, success criteria, and explicit non-goals.

- Attach or link source-labelled and target-labelled evidence using local file references; do not upload or fetch protected data.

- Record baseline counts, fields, states, and known gaps for each side.

- Set the migration, freeze, reconciliation, and rollback decision deadlines.

- Generate a workback of preparation, dry-run, reconciliation, review, and rollback-readiness tasks.

- Run a locally staged comparison against manually entered or locally referenced evidence.

- Classify every difference as accepted, resolved, unresolved, or requires review.

- Record rollback triggers, steps, owner, and evidence requirements before approval.

- Submit the migration proposal to local Approvals with a receipt and revision history.

- Project phase, deadline health, unresolved discrepancies, and held effects into PointGuard.

- Keep any provider, credential, database, customer, publication, or production change held for human action.

## Scheduling records

- milestone records

- deadline and workback to-dos

- dependency records

- owner assignments

- migration workback todo records

## Sources and evidence

These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment.

- `source_record:project:operations-migration`

- `NotebookCollectionKind.project`

- `NotebookTodoPayload.dueAt`

- `Notebook Agenda deadlines/workbacks`

- `Observed native contract: project_and_field_guide_collections`

- `Observed native contract: deadlines`

- `Observed native contract: records`

- `Observed native contract: pointguard`

- `Observed native contract: web_boundary`

- `App route: /app/notebook/projects/`

- `App route: /app/notebook/to-dos/`

- `App route: /app/notebook/agenda/`

- `App route: /app/notebook/approvals/`

- `App route: /app/notebook/files/`

- `App route: /app/notebook/notes/`

- `App route: /app/notebook/field-guides/`

- `App route: /app/notebook/agent-logs/`

- `App route: /app/pointguard/`

- `Notebook records canonical IDs, provenance, revisions, links, and attachments`

- `PointGuard persistent cross-app context surface`

- `APP_ROUTES /app/notebook/projects/`

- `APP_ROUTES /app/notebook/agenda/`

- `APP_ROUTES /app/notebook/to-dos/`

- `APP_ROUTES /app/notebook/approvals/`

- `APP_ROUTES /app/notebook/files/`

- `APP_ROUTES /app/notebook/agent-logs/`

- `APP_ROUTES /app/pointguard/`
