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Status Not started
Created by Carly Hu
Created on Aug 7, 2025

Estimation in Scoping | Multi-Model Estimations

Put Simply:
When an estimate includes multiple estimation models, users can edit details for each model independently and switch between models in the estimation flow. I would say this is still in decision but almost certainly correct

Acceptance Criteria:

  • If multiple estimation models are present, each model appears as a separate section in the estimation workflow and side navigation bar.

  • Users can select one model at a time to view or edit its details.

    • Selection UI can be similar to Offering group editing in Scoping, where the user tailors their scope one group at a time.

    • This selection would take place after the Delivery Plan review.

  • Total effort and cost summary reflects the combined output of all included models.

Workspace Territory N/A