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Estimation Configuration - Estimates Page

Very basic, need to rethink this generally

Put Simply Statement:
Add UI for the Configuration side of Estimation for viewing all Estimates

Why it Matters:
Allows Admins to search and view previous Estimate data

What’s Needed:

  • Ability to search with various keywords / filters (i.e. ePro ID, Scope ID, Flex ID, Salesforce ID, Product Code (?), etc

  • to view previous selections, team members, etc
    Lets Admins see selections in X/Y view

Early ACs:

I think that there's a real chance that RSR page does not need to exist anymore in Estimation so would prefer to properly build this out later

  • Given an Admin has an Offering selected, when they view the RSR page, then they will see two sections: Domestic and Acceleration Center

    • Each section will have two dropdowns

      • Domestic - Platform and Practice Team/Profit Center

  • Given an Admin is on the RSR page, when they select options in both dropdowns for a given section, then the RSRs for the specific combination will be displayed

    • Will show the rates for Partner through Associate rates


Other Notes:

Need to consider "in flight estimate resets"



  • Wyatt Lunson
  • Aug 14 2025
  • Promoted to Feature