Connect: Scope change workflow

[vic-tian]

Once a project is started, scope change can occur at several points of delivery, including:
Customer wants to add a new phase (i.e. a new workstream) of work (Ex. We sold them design, but now they also want us to do the development)
Customer wants to add an additional add-on(s) to an already planned phase
Customer wants to modify the "size" (# of screens, # of devices) of the existing scope of work

A change in scope should result in three changes to the project:

• The rendered summary scope document needs to be updated to reflect the increased project cost, timeline, and deliverables
• The new phase of work needs to be added, OR an existing phase needs to have its cost and timeline updated if the add-on or change in size modifies the existing phase(s)
• We need to send the change to SFDC and align it to the customer's billing account for this project

Workflow:

• Both customer and Topcoder Managers + Copilots should be able to modify the scope of the project, by:
• • Adding an additional phase of work (Ex. Going from just design, to design + dev & QA)
• • Including additional add-ons within the scope of an existing phase
• • Changing the "size" of the existing project (Increasing/decreasing number of screens or devices required)
• If a Topcoder user has modified the scope of the project, the a customer user on the project must approve this change. If the customer user initiated the scope change, this step is not required.
• Once the scope change is "approved" from the customer-end, an notification should be sent to the Account Manager (if there isn't an account manager already on the project, a notification should be sent to all Account Managers) that the customer has initiated a scope change on the project so they can follow-up with the customer and confirm things on the billing end.

Other Considerations:
There is the concept that we display "blank" phases, which represents the next unpurchased logical phase of work in a project, underneath the active (purchased) phase(s) of work. This "blank" phase should display text stating: "Continue work on your project with Topcoder. See your quote for the X (Ex. Development) phase of work." If a customer clicks on this to see their quote, an Account Manager should be notified.