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Estimation in Scoping | Complexity Matrix

Put Simply: Users input counts of item types, with inputs grouped by complexity level (low, medium, high and in future N level).

Acceptance Criteria:

  • Complexity Matrix step follows the Work Item page

    • If it is not necessary to define the complexity of any work item in scope, user bypasses the complexity matrix step.

  • Users will see all relevant complexity matrix item types (ex. Reports, Workflows, Interfaces) based on their scoped offerings

    • Default item counts are pre-populated with values designated in admin configuration.

    • For each item type, users can edit the count per complexity level.

      • For example, when entering the quantity of Reports at each complexity level, a user can input 20 low complexity reports, 10 medium complexity reports, and 4 high complexity reports-- then proceeds to input the number of low/medium/high complexity Workflows.

    • A total is auto-calculated per row (item type), based on the sum of inputs.

  • These inputted numbers (ex. 20, 10, 4) are then multiplied by the (baseline or accelerated?) effort values set up in admin config (ex. *12, *40, *56)

Ideas for Future:

  • Show which scoped work items map to each complexity matrix item type, improving transparency and accountability.

  • Visually distinguish between default values and user-edited inputs

  • Provide a breakdown of the calculation logic (Inputs Ă— Configured Effort Values) so users can understand how effort is derived for each item type - consider a visual explanation as well

  • Introduce smart defaults or recommendations based on prior estimates (e.g., "Use recommended complexity mix based on NNN similar past estimates").

  • Carly Hu
  • Aug 7 2025
  • Promoted to Feature