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Status PM Refinement
Created by Katie Cousino
Created on Jul 9, 2025

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit CONC-I-2098 Hub/Workbench for Solution Plans.

Pursuit Workflow Visibility Merged

Detailed tracking of pursuit workflow stages beyond high-level statuses.

“Active solution planning has to be broken down by these 10–15 steps... We have no idea how far along someone is in the process.”
— Sanjyoth

“We’re actually only tracking the status at a very high level... I don’t have a workflow for the 10-layer plan being built.”
— Sanjyoth

1 MERGED

Layer-Specific Deliverable Tracking

Merged
Track deliverables by each solution plan layer with optionality based on pursuit type. “So this is the workflow that we need that I put together all the way from vision to this. There are multiple deliverables that we need to build during this pro...
Katie Cousino 8 months ago in  0 PM Refinement