Support for Phased Engagements

Put Simply Statement:
Enable modeling and estimation across multiple phases and years for complex projects.

Why it Matters:
Supports real-world sales and delivery cycles, especially for ERP and AI projects, increasing accuracy and stakeholder confidence.

What’s Needed:

• Data structures for phases/multi-year work.

• UI for phase assignment and timeline management.

• Roll-up reporting by phase and overall project.

• Early ACs:

  • Projects can be broken into multiple phases.

  • Each phase has its own estimation and timeline.

  • Reports aggregate data across all phases.