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Support for Phased Engagements

Put Simply Statement:
Enable modeling and estimation across multiple phases and years for complex projects.

Why it Matters:
Supports real-world sales and delivery cycles, especially for ERP and AI projects, increasing accuracy and stakeholder confidence.

What’s Needed:

  • Data structures for phases/multi-year work.

  • UI for phase assignment and timeline management.

  • Roll-up reporting by phase and overall project.

  • Early ACs:

    • Projects can be broken into multiple phases.

    • Each phase has its own estimation and timeline.

    • Reports aggregate data across all phases.

  • Garrett Kelchner
  • Jul 17 2025
  • Not started