Concourse & Jira Cloud Portal
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Status PM Refinement
Created by Arman Dhar
Created on Jul 15, 2025

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Intelligent Scoping: Track type of documents being inputted by users

Determine document type without requiring a user selection whether it is a engagement letter/rfp, sow, or amendments

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Automate the tagging and permissioning of pursuit-related documents based on metadata like deal size, industry, and phase. Supporters: Transformation practice, Miles
Katie Cousino over 1 year ago in  PM Refinement