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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"
Wyatt Lunson
This work is being considered as part of the new ePro strategy and will be incorporated into the official ePro rebuild. To keep efforts aligned, we are consolidating feedback rather than managing independent ideas alongside the rebuild. If you'd like to discuss this further, feel free to reach out to me by email at david.martinez@pwc.com or via Teams.