Copy & Merge Estimates

Problem

Teams were creating many item estimates to discuss and come to decisions about adjusting the scope and cost of a project. They loved being able to collaborate on a single item but disliked the manual process of having to manually add the approved item estimate changes to the milestone estimate. With larger projects having 100s of items, this could be a time consuming and error prone task.

Solution

We reviewed existing workflows to understand what teams needed before defining functional requirements. On the backend we built the ability to copy estimates between phases, merge approved item estimates, apply multi-level cost adjustments, and transition items into the new project phase. On the frontend we created new modals to guide teams through the workflow and added a source column to the estimate grid so teams could see where each cost line originated.

Open the new modal

Select the estimate to copy and optionally merge accepted items

The new milestone estimate with merged item estimate lines

Item Markups merged into the milestone estimate

Previous slideNext slide

Outcome

We conducted user interviews throughout development and teams were happy with the workflow change. The feature launched and teams appreciated the reduced effort and the clarity of being able to see exactly where each cost line originated.

Team

PM

Raenelle Love

Design

Drew Wolpert

Engineering

Jeff Heuton, Kevin Rakestraw