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Status PM Refinement
Created by Wyatt Lunson
Created on Aug 8, 2025

Admin POC 1

Put Simply

Create the backend and UI for the Admin Portal side of Estimation

Acceptance Criteria:

  • Ability to view/select Offerings

    • POC 1/2 - Filtering and Search

      • Ability to get to Offering Work Item Mapping

  • Page to view/assign Work Item Efforts

    • POC 1/2 ability to assign attributes to work items (i.e. Teams, Complexity, Drivers, etc)

  • Page to create Complexity Matrix Defaults

    • POC 1 - table structure to input efforts + Default counts

      • really think that we should look at other places to do this (work item page)

    • POC 1/2 - Excel upload for bulk inputs

  • Page to create Drivers and edit their calculations

    • POC 1 - ability to create/edit all current state Driver types

    • POC 1/2 - Excel upload for bulk inputs

  • Page to create Teams and Team Structure

    • POC 1 - ability to create Teams with all Roles, N structures

    • POC 1/2 - ability to assign specific Profit Centers/ACvDomestic to each offering

      • ability to assign to each role

  • Page to approve Accelerators for a given Offering

    • Connect to Nexus Innovation APIs to receive current Accelerator data

    • really think that we should look at other places to do this (work item page)

  • Page to view and assign Resource Rates

    • Requires an integration with FlexForecast

      • Pulls in Platform and PracticeTeam/ProfitCenter rates data

    • really think that we should look at other places to do this (Teams page)

  • Page to create custom calculation logic

    • New New - with natural language create a driver with custom calculation logic (i.e. if then calculations)

  • Does/should MandatoryID/Product Code exist in Estimation config or AP config?


https://miro.com/app/board/uXjVIEZyiys=/



Workspace Territory N/A