Pipeline Scoping in Workfront

Hi Workfront Community,

Has anyone created functionality in Workfront that enables users to scope initiatives that are in the sales pipeline, but not yet converted to a closed deal?

Currently, our Client Partners team puts together SOWs and scopes for various products and services we offer.  They do this in scoping spreadsheets right now to get an idea of estimated hours, resources, teams and revenue that will be involved.

In the past, we had “scoping” projects in Workfront, defined by a custom project status, where we created tasks, with hours and resources, and although this worked for a while, users wanted something with more flexibility and thus moved to spreadsheets.

Just seeing if anyone has implemented solutions in Workfront for this, as this will help with my ideation process.

Thanks!

Nick