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Deliverable-Level Selection When Scoping Offerings

Put Simply:
Instead of accepting or rejecting entire offerings or sub-offerings, users should be able to pick and choose the specific deliverables they want to include in scope—directly within the Offerings Detail Panel. This gives teams the precision and flexibility needed to tailor engagement scope accurately.

Why It Matters:

  • Empowers customization: Lets users scope only what they need for their specific client engagement, reducing unnecessary work.

  • Improves scoping accuracy: Helps align deliverables more closely with client needs and engagement goals.

  • Enhances usability: Makes the scoping experience more intuitive, especially for complex, multi-deliverable offerings.

  • Drives better planning: Deliverables selected here flow into estimation (e.g., ePro), delivery tools (e.g., Jira Cloud), and resource planning—so accuracy is critical.

What’s Needed:

  • Update Offerings Detail Panel to display deliverables with checkboxes for selection/deselection

  • Ryan Freeman
  • Apr 25 2025
  • Not started