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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 8 months ago in Scoping 3 Not started

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 10 months ago in Canada / Scoping / United Kingdom / United States 5 Dev Refinement

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 7 months ago in Scoping 1 Promoted to Feature

Scope Adds for Scoping With Offerings

Put Simply Allow users to extend an existing engagement’s scope by re-entering the Scoping Wizard, making it easy to add new Offerings and deliverables through a familiar, guided flow—without creating a new workspace. Problem Statement Users frequ...
Emma Gattuso 7 months ago in Scoping 1 Dev Refinement

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 9 months ago in Scoping / United States 0 Dev Refinement

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 8 months ago in Scoping 0 Promoted to Feature

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...
Guest 10 months ago in Global Scoping / Japan / Scoping 0 PM Refinement

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 8 months ago in Scoping / United States 0 PM Refinement

Ability to export the Scope from Concourse

From Nish: Once the scope has been identified and selected for the RFP, the user will need to download the inventory of deliverables and include it as part of the response to the potential client. Can we provide an export option for the L1-L6 befo...
Guest about 1 year ago in Scoping / United States 2 In Progress

Suggest Newly Added PDM Content in Existing Workspaces (Line Items or Assets)

Put Simply: PDM is constantly evolving—new line items, tasks, or curated assets are regularly added. Users should be notified when new relevant content becomes available and receive suggestions to incorporate it into active or in-flight workspaces...
Ryan Freeman 8 months ago in Assets 0 PM Refinement