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Put Simply:
Scoping often requires tailoring. Giving users the ability to add deliverables—whether custom-created or pulled from the firm’s PDM library—directly from the delivery plan page helps ensure delivery plans reflect exactly what’s needed for each engagement.
Why It Matters:
Enables tailored planning: Users can adapt plans to client-specific needs or changes without leaving the scoping experience.
Supports reuse of proven content: PDM-based deliverables help teams stay consistent with firm standards and reduce duplication.
Improves scoping efficiency: No need to rely on backend teams or exit the delivery context—users can manage everything in one place.
Critical for proposals and delivery alignment: Ensures everything promised to the client is represented in the delivery plan.
What’s Needed:
A UI element (“+ Add Deliverable” button) on the delivery plan page.
Modal or sidebar for searching PDM deliverables or creating new custom ones.
Flags to distinguish between PDM and custom items.
Validation logic to prevent duplicates or inconsistencies.
Versioning and audit trails to track changes for compliance and estimation tools (e.g., ePro).
Analytics on usage patterns to inform future enhancements or intelligent suggestions.
Ryan Freeman
