Anticipated Engagements Count

[sethmcknight]

Often when a Project is in Early Conversations and Concept Development, we have an idea of how many Engagements might be a part of the Project, but don't know the exact Languages, People, or Partners who will be engaged.

Without this number, Leadership is blind to what may be coming in future years, making it difficult to forecast financial and personnel needs. We need a way to capture the number of anticipated engagements in order to provide these projections.

┆Issue is synchronized with this Monday item by Unito

[elisabeth-sorrell]

@sethmcknight @sherijennings While discussing this with @AmyRickwartz, it looked like there is a little more to this task than just adding a data button for an engagement count on the Project page. Is the goal for this ticket still the same?

[sethmcknight]

After further discussion, we've identified a solution for this need.

• Remove the requirement for a Language or Intern to be selected when creating an Engagement
• Add the ability to add/edit the Language or Intern on an Engagement to the Update Engagement modal
• Change the Create Language Engagement modal to match the Update Engagement modal

[sethmcknight]

[elisabeth-sorrell]

@sethmcknight We currently have business rules in place where an engagement can only be added when the project is In Development status or are part of a Changeset and Active Status. Is it the case that only Unknown engagements can be added when the project is in Early Conversations?

[elisabeth-sorrell]

@sethmcknight
Should the project and/or Engagement be in a certain status/step before a Language or Intern can be attached to it?

Should there be any verification before a project or engagement transitions to a different step whether the current engagements are unknown?

[sethmcknight]

@elisabeth-sorrell that's correct. This should replace the current Add Engagement functionality and follow the same status/permission rules.

We should check that there are no missing Languages/People when In Development and transitioning from Prep for Consultant Endorsement or any time an engagement is added after that.