Scoping

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...

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.

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...

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...

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.

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...

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...

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 / ...

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...

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...