Scoping

Put Simply: Building on the feature that recommends offerings based on documents or natural language input, this enhancement would go a level deeper—suggesting specific deliverables aligned with the identified needs. By analyzing user-uploaded SOW...

Put Simply: Finalized scopes in Concourse often become the foundation for client contracts, such as Statements of Work (SoWs). By integrating Concourse with Icertis, we can streamline the process of contract generation—ensuring that accurate, stru...

Put Simply: Practice teams often need to focus on the most granular, practice-specific elements of a delivery plan—typically found at PDM Level 5 (L5). A view that organizes the delivery plan by PDM levels, including L5, would help users more easi...

Put Simply: Allow users to save their preferred column layout to reduce friction and improve productivity across repeat visits. Why It Matters: Boosts productivity: Saves time by preserving preferred views instead of requiring users to reset colum...

Put Simply: Adding a “View by Building Blocks” option in the Offering Detail Panel helps users understand, customize, and communicate scope more effectively—especially in scenarios where Offerings are large and complex. Why It Matters: Clarifies s...

Put Simply: Many users think in terms of the Project Delivery Model (PDM)—not just offerings or client deliverables. Adding a “View by PDM Structure” option to the Offering Detail Panel allows users to see offering content in the familiar hierarch...

Put Simply: Scoping doesn’t stop at the initial setup. Giving users the ability to add building blocks directly from the delivery plan page makes the process more flexible, iterative, and aligned with how teams actually plan and adapt in real time...

An action to force a refresh of the scope created with current attributes would be beneficial to teams demoing inside their practices and for pursuit teams. The refresh button would ensure the team can easily update the scope to reflect the latest...

Building blocks were confusing at first for their team. They needed recommended building blocks, SAP implementation should be the primary driver. Have the SAP Implementation selection populate a list of recommended building blocks and conduct a SA...

Could we add a "what if" feature to the scoping function so that someone could try additional features to see if the rate of return would go up with additional features due to synergy?