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Concourse & Jira Cloud Portal
Status Closed
Categories Scoping
Created by Ryan Freeman
Created on Apr 24, 2025

Client Deliverables-Only View for Delivery Plan

Put Simply:
Teams need a way to view just the client-facing deliverables in the delivery plan—without the internal complexity of offerings, building blocks, or planning hierarchies. A streamlined, client-centric view will make it easier to scope, communicate, and deliver work that aligns with what was sold.

Why It Matters:

  • Keeps teams aligned with client expectations: Clients care most about what they’re receiving. A deliverables-only view helps internal teams focus on exactly that.

  • Simplifies communication: Non-technical stakeholders (internal or client-side) don’t need the full structural breakdown—just a clear list of what’s being delivered.

  • Supports SOW alignment: Enables easier comparison between scoped deliverables and the Statement of Work.

What’s Needed:

  • A view in the delivery plan focused solely on client deliverables—ideally one that can be toggled to or filtered by.

  • Admin
    Emma Gattuso
    Oct 23, 2025

    Hello all! You have the ability to filter by work item type - including Client Deliverable - in both the PDM Hierarchy and Deliverables views of the Delivery Plan. Thank you for your input!