Can the Resource Level picklist in the Sizing Effort tool depend on the selected Resource Role to restrict invalid role/level combinations?

Published on September 25, 2026 QuoteX

No, this capability is not currently available, and the tool is functioning as designed.

The Scoping & Sizing module is intentionally loosely coupled with the Timeline module to give pre-sales engineers flexibility during early guided selling. Strict validation against active rate cards (enforcing valid Role + Level + Commercials combinations) occurs downstream at the Timeline level.

If your team requires strict alignment during the scoping phase, we recommend establishing operational guidelines or training for team members to ensure they select valid Role and Level combinations.

Knowledge Article Number: KA-00425