Add Custom or PDM-Sourced Deliverables from the Delivery Plan Page
Put Simply: Scoping often requires tailoring. Giving users the ability to add deliverables—whether custom-created or pulled from the firm’s PDM library—directly from the delivery plan page helps ensure delivery plans reflect exactly what’s needed ...
Ryan Freeman
over 1 year ago
in Scoping
2
PM Refinement
Rollover engagement specific files and digital assets when copying a Workspace into a new Workspace
When we import the steps from one workspace to another, please provide an option for us to carry over the client-specific files and digital assets as well. Many projects require us to leverage prior year materials from that client.
Scope Additions - Consider making the addition title optional or more contextual for true inline additions
When I add a small or closely related item, I may not always think of it as a separate body of work that needs its own title. In those cases, requiring a new title can feel unnecessary and make the change seem bigger or more separate than it reall...
Scope Additions - Add pre-activation impact confirmation for fees, timeline, risks, and dependencies
Before I activate a scope addition, I need to understand how it affects fees, timeline, risks, and dependencies. For me, adding scope is not only a task-generation action; it is also a delivery and planning decision. A simple impact confirmation s...
Emma Gattuso
4 months ago
in Netherlands
0
In Review
Scope Addition - Capture reason for scope addition in the flow
When I add scope, I need to capture why the change is being made, not just what work is being created. That context helps me and others the purpose of the addition later when reviewing the work in Concourse. Without a reason documented, it is hard...
Emma Gattuso
4 months ago
in Netherlands
0
In Review
When scope is added after activation, I need the right project or engagement lead to have the final say before it is activated and sent to my in-flight Jira project. This is not just a project operational step; it can affect delivery and team resp...
Emma Gattuso
4 months ago
in Netherlands
0
In Review
Hello, It would be great if we have an option to include resource names / number of resources who have worked on a particular deliverable / task/sub-task and the number of hours spent on it. This will help in tracking budget / burn rate a high lev...
Vidhi Parekh
about 3 years ago
in United States
2
PM Refinement
Jira attachments in SaveIT with reference to the Jira ID
Pain points - Current option to save attachments from a Jira task to SaveIT does not have any reference to the Jira ID/Issue Key of the specific attachment. It will be a great help if the attachment file name has the reference to at least the Jira...
We would like the ability to configure fields (e.g., add values in drop-down lists, rename fields). This is a critical feature we need in order to use Concourse. For example, our clients have their own status values (e.g., Severity 1, Severity 2),...
Aaron Tinkham
over 3 years ago
in United States
2
PM Refinement