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.
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!