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Status PM Refinement
Created by Carly Hu
Created on Aug 7, 2025

Estimation in Scoping | Estimate Summary

Put Simply: After completing estimation inputs, users view a summary of estimated effort, staff mix, and the optimized cost to deliver — with visual breakdowns for clarity.

Acceptance Criteria:

These ACs reflect the current state of ePro's summary page, but should be reimagined to deliver more actionable insights, better visual clarity, and a stronger link between input decisions and estimated outcomes.

  • Summary Cards display high-level results:

    • Total Effort (hours)

    • Total Headcount

    • Estimated Resource Cost (optimized baseline, not pricing)

    • Savings from Accelerators (in hours, headcount, and cost)

  • Visualizations include:

    • Staff Mix Chart (e.g., Domestic vs. Acceleration Center)

    • Accelerator Usage Meter

    • (Future) Additional visuals such as role mix, cost distribution over time, etc.

  • Estimate Summary Tabs allow users to drill into:

    • Work Items

    • Offerings

    • Drivers

    • Complexity Matrix

    • Rate Table

  • Resource Breakdown supports flexible views:

    • Toggle between views by Team, Staff Type, PwC Level, and LoS

    • Show breakdown of Resource Split, Headcount, Effort, and Resource Cost

  • Summary is automatically updated based on the most recent estimation inputs (e.g., team structure, drivers, accelerators).

  • Page supports read-only review for submission or export (Excel file).

Workspace Territory N/A