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Offerings View for Delivery Plan

Put Simply:

As delivery plans become more dynamic, users need flexible ways to visualize and manage scope content. A view organized by offerings helps users see and manage work items in the context of how services are sold, structured, and delivered.

Why It Matters:

  • Aligns with user mental model: Scopes are built around offerings—users want to refine and manage work items the same way.

  • Improves scoping clarity: Grouping by offering helps users easily see which work belongs to which part of the solution.

  • Reduces friction: Especially helpful in cross-practice or multi-offering engagements where deliverables are spread across multiple services.

  • Supports future personalization: This layout creates room for offering-specific logic, filters, or tagging in later releases.

What’s Needed:

  • A toggle or option in the Delivery Plan UI to organize work items by Offerings.

  • Each offering displays as a grouped section (card, panel, or expandable container).

  • All deliverables and their child items (tasks, subtasks) appear nested within their assigned offering.

  • Backend support to ensure each work item is correctly attributed to an offering, including offering detail mappings.

  • Optional filters and quick actions to manage offerings individually (e.g., expand/collapse, deselect all).

  • Maintain all interaction patterns (e.g., checkbox selection, hierarchy behavior) from other views.

  • Emma Gattuso
  • Aug 12 2025
  • Dev Refinement