SAMPLE RECORDSee how ScopeDiff works
C
Cobalt· prepared for Dana Whitfield
Living scope record · Updated Jul 17, 2026
ReviewedVersion 5
Are we on track?
One item is blocked.
Accounts & onboarding is wrapped up, and the team is working through Core product. 7 of the 14 deliverables are finished and 2 more are in active development. Paycheck breakdown is blocked.
2026
Kick off
Feb 12
v3 · Apr 24
v4 · Jun 5
Done7
In progress2
Blocked1
Not started4
Current version — v5
published Jul 17
Engagement analytics
Next up
Slack digest for admins
Queued
What’s new in v5since v4
Savings goals done
Bill reminders done
SOC 2 logging scaffolding done
Spanish localization added to scope
Paycheck breakdown blocked
Spending insights now in progress
Employer admin console updated
What’s next4 queued
Engagement analytics next up
Slack digest for admins queued
Audit logging queued
Spanish localization queued
The Cobalt build.
A financial-wellness app for employers: budgets, savings goals, and paycheck insights for employees, plus an admin benefits dashboard.
50%
Progress
7 done of 14 deliverables
By deliverable
Done 7In progress 2Blocked 1Not started 4Includes 3 added beyond original scope
✦What changed since the previous version
DoneSavings goalsIn progress→Done
DoneBill remindersbeyond original scopeIn progress→Done
DoneSOC 2 logging scaffoldingIn progress→Done
Deliverable breakdown
14 deliverables · 7 done1.Accounts & onboarding3 deliverables
Accounts & onboarding
Employer onboarding flowCB-001
Guided setup for an employer to create their organization, configure benefit rules, and invite their team.
Done2 wks
Acceptance criteria3
✓Employer can create an org and set benefit rules
✓Team invited via email or CSV upload
✓Setup state persists across sessions
Employee SSO & invite acceptanceCB-002
Employees join via magic link or SSO and land in a ready-to-use account.
Done1 wk
Acceptance criteria2
✓Magic-link and SSO sign-in
✓Invite acceptance provisions the account
Bank account linking (Plaid)CB-003
Securely connect a bank account to power savings, budgets, and insights.
Done2 wks
Acceptance criteria3
✓Plaid Link connection flow
✓Linked accounts stored securely
✓Re-link and disconnect supported
2.Core product5 deliverables
Core product
Budget dashboardCB-004
An at-a-glance view of income, spending, and savings for the employee.
Done2 wks
Acceptance criteria3
✓Monthly income vs. spending summary
✓Category breakdown by merchant and type
✓Validated on mobile and desktop
Savings goalsCB-005
Create and track savings goals with optional automated contributions.
Done2 wks
Acceptance criteria3
✓Create a goal with a target and date
✓Progress tracked toward the target
✓Optional recurring contribution
Paycheck breakdownCB-006
Show employees a clear breakdown of each paycheck and its deductions.
Blocked1 wk
⚑Blocked, awaiting resolution
Acceptance criteria2
✓Gross-to-net breakdown per paycheck
✓Itemized deductions with plain-English labels
Spending insightsCB-007
Automated weekly insights that surface trends and flag overspending.
In progress2 wks
Acceptance criteria2
✓Weekly trend detection
✓Overspend alerts
Bill remindersCB-101Beyond scope
Reminders ahead of recurring bills. Requested by your team in week 12, not in the signed agreement.
Done1 wk
Acceptance criteria2
✓Detect recurring bills
✓Reminder before the due date
3.Employer admin3 deliverables
Employer admin
Employer admin consoleCB-008
Admins manage members, roles, benefit rules, and program settings.
In progress3 wks
Acceptance criteria2
✓Manage members and roles
✓Edit benefit contribution rules
Engagement analyticsCB-009
Program engagement metrics for the employer: adoption and active users.
Not started2 wks
Acceptance criteria2
✓Adoption and active-user metrics
✓Date-range filtering
Slack digest for adminsCB-102Beyond scope
A weekly engagement digest posted to the employer's Slack. New ask, beyond the original scope.
Not started
Acceptance criteria1
✓Weekly digest to a Slack channel
4.Platform & compliance3 deliverables
Platform & compliance
Audit loggingCB-010
A tamper-evident audit trail for sensitive actions across the platform.
Not started
Acceptance criteria1
✓Sensitive actions logged with actor and timestamp
SOC 2 logging scaffoldingCB-011
Baseline logging and controls scaffolding toward SOC 2 readiness.
Done2 wks
Acceptance criteria2
✓Centralized log pipeline
✓Access controls documented
Spanish localizationCB-103Beyond scope
A localized UI for Spanish-speaking employees. New ask, beyond the original scope.
Not started
Acceptance criteria1
✓Spanish locale across the core flows
Beyond original scope3added
Bill remindersDone
Slack digest for adminsNot started
Spanish localizationNot started
→Work that wasn’t in the signed agreement, flagged here so it’s on the record for both of us.
Maintained by Cobalt · shared with Dana Whitfield
Version 5 · published Jul 17, 2026
Version 5 · published Jul 17, 2026
Powered by ScopeDiff
The signed agreement behind this record isn’t stored, and isn’t used to train AI.
The signed agreement behind this record isn’t stored, and isn’t used to train AI.
Your projects could read like this.
ScopeDiff turns your signed scope into a living record you and your client share. One link that stays current as the work moves, showing what’s done, what’s changed, and what’s grown beyond the original agreement.
See how ScopeDiff works