Multiple Salesforce IDs in a Concourse Project Space

Put Simply:

Allow any Concourse Project Space to have many Salesforce Opportunity IDs associated to enable project extensions, change orders, phases, etc. to use the same integrated systems like Teams, Save It, Jira, throughout execution of longstanding projects.

Why It Matters:

• Simplifies project lifecycle management: Each SF ID will get it's own scope, estimate, connection to Flex Budgets etc. but one Concourse Space will be used to orchestrate

What’s Needed:

• UI updates: identification of SF IDs linked to the Project space.

• Validation logic: Ensure linked opportunity IDs are only tied to one Activated Scope into a deliverable project plan (multiple draft scopes can exist for a single Opp ID)

• Fallback: Continue supporting manual entry of IDs for edge cases.

Acceptance Criteria

• Ability to merge multiple opportunities into a single Workspace, by allowing multiple SFIds to be included in a single workspace

• Only accept related SF ids

• Throw error message if SFIDs belong to different accounts

Questions

• How to manage the Engagement lead/manager assignments if they are different for each opportunities?

• To figure out how these SFids are tied to flex and epro