Modernized Section B Reporting with Automatic Base/Option Period Breakout

Summary:
Modernize Section B reporting to automatically organize report data by base and option periods, eliminating the need to create separate tasks solely to produce period-specific reporting.

Problem Statement:
Currently, users must create separate tasks for each base or option period to achieve the desired Section B report breakout. This adds manual setup and maintenance, increases report preparation time, and creates opportunities for inconsistent period assignments.

Proposed Solution:
Automatically group Section B report data by the applicable base or option period using the proposal’s period definitions.
Clearly label each period and present its associated data separately within the report.
Allow a task’s data to appear in the appropriate periods without requiring a separate task for each period.
Preserve existing task structures and underlying proposal data; the breakout should organize reporting rather than require changes to how users structure their work.
Identify data that cannot be assigned to a period so users can resolve gaps before finalizing the report.

Benefits:
Reduces manual task creation and report preparation effort.
Improves consistency and reduces the risk of period-assignment errors.
Makes base and option period information easier to review and validate.
Allows users to maintain task structures that reflect their work rather than reporting requirements.