Track and Trade – Scope

This feature will provide agency users an ability to trade a deliverable in Scope Of Work document. The Track and Trade functionality only comes into effect when a Scope of work has reached status 'Client Approved'.

Agency users will able to select Trade Deliverable by choosing the specific Deliverable they want to trade. The below Pop-Up will then appear.

Trade Deliverable window where users able to search and select Deliverable Type.

Once the Deliverable has been selected and 'Start Trade' has been clicked the Scope Overview Page will look like the below:

Users will then need to confirm the Trade: