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Status Closed
Created by Wyatt Lunson
Created on Nov 24, 2025

[Copy] Unified Estimation + Scoping Tool

Put Simply Statement:
Enable users to estimate and scope projects within a single, integrated experience—no more switching between tools.

Why it Matters:
This addresses a top user pain point by streamlining workflows, reducing errors, and allowing for real-time updates. It directly supports the vision of a seamless, efficient estimation process within Concourse, improving user satisfaction and data consistency.

What’s Needed:

  • Merge estimation and scoping modules into a unified interface.

  • Ensure real-time data sync between scoping and estimation components.

    • Work Item Data will be from a single point of reference so there will no longer be any eventing/syncing issues

  • Update permissions, navigation, and help documentation.

  • Early ACs:

    • Users can complete both scoping and estimation in one workflow.

      • Users can only Estimate after Scoping

    • No redundant data entry required between modules.

      • Work Item data is from single point

    • Changes in one area are instantly reflected in the other.

      • Same concept as inflight estimate resets

    • Users will need to have the same selection options as are currently available today in ePro

      • Project Size, Accelerators, Drivers, Complexity Matrix, Team Structure

Workspace Territory N/A