Explore PDM for Scoping with Offerings

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 their associated deliverables as a way to learn and experiment with the scoping experience.

Why It Matters

Some users may not be ready to create a scope but still want to understand how the Offerings structure and PDM applies to their engagement. Others may want to explore Offering content to reinforce training, gain familiarity, or prepare for a future engagement. This feature removes barriers to entry by:

• Helping users learn by doing, in a no-pressure, risk-free space.

• Supporting enablement and training without the commitment of scope creation.

• Bridging the gap between understanding the PDM methodology and applying it through Offerings.

What’s Needed

• Home page entry point to "Explore PDM with Offerings" (available via feature flag).

• Landing directly on Delivery Plan sandbox page, not through the Scoping Wizard

• Offering Filter/Explorer Side Panel:

  • Nested Offering structure

  • Search functionality

  • Ability to edit Offerings (only lowest-level/leaf nodes?).

• Delivery Plan Viewer:

  • Displays Deliverables, Tasks, and Sub-Tasks based on selected Offerings.

  • All items selectable/deselectable (simulates scoping behavior).

• Session-based state only:

  • No data saved to the database.

  • Selections are cleared when the user leaves or refreshes the page.

• View By and Level-wise views

• Other potential requirements:

  • Link to "Learn more about PDM Hierarchy" (since this would replace Explore PDM)

  • Access to Offerings Storefront (since these users are likely unfamiliar with Offerings)

  • Info Banner: Clearly communicates that this is a sandbox and no data will be saved.

  • "Reset Sandbox" options to support exploration.

Enhance the user experience with Explore PDM to include the following (from idea CONC-I-1806)

• update the L3-L6 counts at the bottom of the page based on what is being selected in the Filter options (currently the numbers are static)

• add a count of assets to the bottom summary

• ensure all of the same scoping options are available to the user that they could using during scoping an actual workspace to keep the same experience

• ensure that the scoping filters are working the same in Explore PDM as an actual workspace. I am seeing content brought in that i would not expect to see, e.g., when I selected SAP tech only, CR&R content and Dayforce and a few other L5-L6 work items were visible

Not In Scope

• Creating or saving actual scopes

• Navigating through Families / Sub-Families

• Persisting offering selections across sessions

• Exporting or sharing sandbox data