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    Resource Commitment and Staffing Plan Automation

    Resource planning is the most painful and time-consuming part of the process due to staffing dependencies and late-stage approval cycles. Tyler’s team is trying to automate this but it remains a challenge. “Resource planning and resource commitmen...
    Katie Cousino about 1 year ago in  0 In Review

    Embed AI Slide Creation into Solution Plan Workflow

    After using the AI tool to extract building blocks and offerings, Dee manually formats the results into slides for the master architect’s review. This task is repetitive and time-consuming. “This is what the bulk of my time is... I was trying to g...
    Katie Cousino about 1 year ago in  0 In Review

    Enable a method to visual deliverables and dependencies in a flow chart

    To provide a better visual representation to internal team members and clients, it is useful to show a flow chat / visio of key deliverables and their dependencies.
    James Schulze about 2 years ago in Germany / United Kingdom / United States 0 PM Refinement

    Add files to Calendar invites created by Concourse

    When using the schedule meetings from Concourse feature, can any attached files to the task also be attached to the meeting invite?
    Brittany McCann almost 4 years ago in United States 0 Rejected

    Intelligent Scoping: Track type of documents being inputted by users

    Determine document type without requiring a user selection whether it is a engagement letter/rfp, sow, or amendments
    Arman Dhar about 1 year ago in  0 PM Refinement

    Client Portal - ability to see history of access

    Ability to see when clients accept the invite and logs into Concourse Ability to see the history of when clients access a shared workbench report
    Brittany McCann almost 4 years ago in United States 2 PM Refinement

    Task/sub-task attributes

    When adding new tasks and sub-tasks can we default to the attributes associated with the parent task (Tags, Workstream, Owner, Priority) and allow users to change if needed. My assumption is these tasks will carry the same attributes more often th...
    Kritin Dubey over 3 years ago in United States 2 Not started

    Settings-Bulk user onboarding and smarter permissions management

    Put simply: Adding users one at a time creates issues with managing permissions and adding many users at a time. We should revisit our solution for adding and bulk managing permissions via the Settings page as this is a key piece of Concourse func...
    Jessica Beck about 1 year ago in  0 Dev Refinement

    Workspace Team Member Change Log

    In setting, team member section, Workspace could have history/log section to show change of current team member with timestamp of when a member is added/removed/inactive/has role change within this Workspace.
    Jason Ren over 3 years ago in United States 1 In Review

    Hub/Workbench for Solution Plans

    Background Solution Studio Architects use a variety of AI tools and content repositories (e.g., ChatGPTs, Copilot agents, SharePoint folders, benchmarking tools) to create solution plans during the pursuit phase. These tools are scattered across d...
    Katie Cousino about 1 year ago in  0 PM Refinement