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View by Building Blocks in Offering Detail Panel

Put Simply:
Adding a “View by Building Blocks” option in the Offering Detail Panel helps users understand, customize, and communicate scope more effectively—especially in scenarios where Offerings are large and complex.

Why It Matters:

  • Clarifies scope definition: Viewing deliverables by building blocks gives users a broader understanding of the engagement’s intent and structure.

  • Enables better client conversations: Makes it easier to explain what types of work are in or out of scope without relying on complex and high volume hierarchies or lists.

  • Streamlines customization: Lets teams quickly tailor scope by including or removing entire building blocks—common in engagements where clients take on certain responsibilities.

What’s Needed:

  • A “View By” toggle in the Offering Detail Panel with a Building Blocks option.

  • Frontend layouts that group deliverables by building block and support filtering or removal.

  • Ryan Freeman
  • Apr 24 2025
  • Not started