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[for the discussion] PDM simplification proposal - Remove L3 as level from PDM

Hi Team,

As a part of recent content changes coming from Delivery Standards, we have raised this request previously. https://concourse.ideas.aha.io/ideas/CONC-I-2399

Based on recent check with pilot teams, L3 is quite confusing for the users as they are not using at the project delivery [it provides some kind of group (if we do not have relation 1:1 between L3 & L4), but is not used for the delivery, and even creates technical issues. Let's me explain on the example below:

  1. We are in the first phase of the project: L1 Align, L2 Plan.

  2. As a project manager I would like to create a Kanban board to plan my L4 delivery with the team. However, I cannot create it as above L4 we have L3 that is limiting us create Kanban board in the format: all L4s from selected L2 sub-stage.

  3. Moreover, we are not targeting to create any reporting on L3.

Technically speaking L3s lost its purpose and just only creates complications in overall project management.

Kind regards

Olek

  • Oleksandr Prokopiv
  • Nov 24 2025
  • Not started
Workspace Territory N/A
Technology Salesforce
  • Oleksandr Prokopiv commented
    13 Feb 10:15

    There is a possibility to create the Kanban board in Jira for L4 from specific L2 without selection of L3. Described in SF PDM Guidebook.

    However, simplification by removal L3 still valid. This ticket should be merged with https://concourse.ideas.aha.io/ideas/CONC-I-2399