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Taltrics WBS Generator
A
Alex Marshall
Updated: Sep 04, 2024
Description
Click through a step-by-step, interactive demo walkthrough of Retool, powered by Supademo.
Steps
1
To start, click on "Import CRM" to import opportunities.
2
Click "Generate"
3
See the relevant scope, assumptions, skills, and more. You can edit any fields and regenerate with adjustments accounted for in the delivery timeline and resource plan. Taltrics AI learns from your changes to improve each consecutive new opportunity.
4
Now, click on "WBS"
5
The WBS timeline is broken down to activities and tasks given the scope and expected length for the delivery, which can include resource hours if the WBS trained on have that level of granularity.
6
Let's check out the "Resource Plan".
7
Evaluate and edit the recommended resource plan.
8
Now click "Cost Breakdown"
9
Here you can evaluate the cost breakdown and margins.