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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
Hello! As all global territories are now scoping with offerings, we will not be taking on new work for scoping with building blocks. If you have an issue with your current building blocks workflow, please reach out to support.