Scoping

Pre-Populate Dependencies and Durations in PDM for Cascading Dates

Put Simply: For large projects with hundreds of scoped work items, manually setting start and end dates is time-consuming and error-prone. If the PDM included default durations and dependencies between tasks, Concourse could auto-cascade dates whe...

Ryan Freeman about 1 year ago in Scoping Rejected

26 VOTE

Allow users to descope at L1 and L2 as well

As a user I need to be able to quickly scope my engagement workspace and to simplify this process would like to be able to select / deselect an entire L1 or L2 as needed.

James Schulze over 1 year ago in Canada / Scoping / United Kingdom / United States Dev Refinement

12 VOTE

Explore PDM for Scoping with Offerings

Put Simply Allow users to explore how Offerings influence PwC’s Delivery Methodology (PDM) — simulating scope creation without requiring users to commit to creating a workspace or save anything. Users can browse, add, and adjust Offerings and thei...

Ryan Freeman about 1 year ago in Scoping PM Refinement

14 VOTE

Re-use of Scope from previous similar engagement

Description from Hisae: When we create scope, we would like to re-use(copy from)the scope of other engagement.It takes much time to create scope properly. Without this feature, we may make mistake to create appropriate scope. It would be helpful e...

Hisae Kiyosawa over 1 year ago in Japan / SAP / Scoping PM Refinement

9 VOTE

Show L5-L6 work items when Filtered by Building Block

In a scoping workspace, when I filter by Building Blocks, the L5-L6 work items disappear. I need to see these to help inform my decision to remove a deliverable or not when filtered by BBs.

James Schulze about 1 year ago in Other / Scoping / United States Rejected

8 VOTE

Shortcut to Offering Selection Using Salesforce Data

Put Simply: If a user provides a valid Salesforce ID when starting the scoping process, we can use the linked product codes to directly identify the corresponding offerings that should be in scope. This allows us to bypass manual offering navigati...

Ryan Freeman about 1 year ago in Scoping In Progress

7 VOTE

Ability to identify tasks and sub-tasks as internal versus external

There are many instances where a client facing deliverable needs to be externally facing, but it may have tasks which are external and some that internal. Currently the children are visible to the client based on the parent deliverable external / ...

James Schulze about 1 year ago in Other / Scoping / United States PM Refinement

6 VOTE

Update options for Mandatory / Required / Not Required work item to Mandatory, Recommended, or Elective / Supplemental

Update options for Mandatory / Required work item to have 3 options and be Mandatory, Recommended, or Elective / Supplemental. This gives practice teams greater flexibility for standard content recommendations and help guide teams to use better sc...

James Schulze over 1 year ago in Scoping / United States Not started

5 VOTE

Automate creation of recurring work items

Users should be able to select the cadance at which they can create work items. Example automate the creation of Weekly Status Report task or subtask for the duration of the engagement instead of having to manually create those work items for each...

Kusum Bisht over 1 year ago in Scoping Rejected

4 VOTE

Add Custom or PDM-Sourced Deliverables from the Delivery Plan Page

Put Simply: Scoping often requires tailoring. Giving users the ability to add deliverables—whether custom-created or pulled from the firm’s PDM library—directly from the delivery plan page helps ensure delivery plans reflect exactly what’s needed ...

Ryan Freeman about 1 year ago in Scoping PM Refinement

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