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Status Promoted to Feature
Created by Wyatt Lunson
Created on Aug 14, 2025

Estimation Configuration - Teams Page

Put Simply Statement:
Add UI for the Configuration side of Team/Team Structure creation for Estimation

Why it Matters:
Estimation configuration requires the ability to create N number of Teams and Team Structures to fit the needs of a specific Offering

Teams are the specific teams of people that perform a role in the Offering i.e. PMO Team, QA Team, Dev Team, Strategy& Team, Functional, Tax, Security & Controls, etc

Team Structures are how each of those Teams are comprised

Parts that make up a Team Structure are: Role, Role Description, LoS, Staff Type, PwC Level the number of structures, Hours per week, Equal Spread, Alternate Effort Breakdown, and Roll on / Roll off timings (Stagger %)

What’s Needed:

  • Specific Page/Tab to view/create Teams and Team Structures

  • Ability to create N Team Structures per team

  • Slideout/popup that allows detailed Team Structure creation

    • this is how it is done today but I think it makes more sense to have this done just in table if possible

  • Ability to add all necessary Team Structure data

Early ACs:

  • Given an Admin has an Offering selected, when they view the Team page, then they will see all created Teams in a table view with X Y Z Q R S data in the columns

    • E

  • Given the Admin is on the Team page, when they are creating a Team+Team Structure, then they will be able to add all required Team/Structure data

    • Role (text input field, N characters)

    • Role Description (text input field, N characters)

    • LoS (Dropdown Advisory | Tax | Insurance)

    • Staff Type (Dropdown Domestic | AC)

    • PwC Level (Dropdown Partner --> Associate)

    • Number of structures (Sliders currently and in different section open to discussion)

    • Hours per week (text input field, N max)

    • Equal Spread (slider toggle - i.e. if the project is 10 weeks, and the resource will have 10 hours of effort across the project, they will do 1 hour per week across the project)

    • Alternate Effort Breakdown (fully utilizes team resources each week other than partner / MD)

    • Roll on / Roll off timings Stagger % (when the resources will roll on and off the project i.e. if a 10 week project and stagger is 20 and 80 they will roll on in week 2 and roll off in week 8)

  • Given the Admin is on the Team page, when they are viewing the table, then they will see each Team Name has a collapsible carrot to collapse/expand the associated roles

  • Given the Admin is on the Team page, when they are viewing the table, then they will see a column with a slider to de/activate the Team

  • Given the Admin is on the Team page, when they are viewing the Name row of the table, then they will see an ellipses with options edit/delete in the right most column of the table

    • feel like we should prolly also make this something that can all be created in table




Other Notes:

Need to consider "in flight estimate resets"