Exploring the Event Library

Objective

After completing this lesson, you will be able to navigate an Event Library admin object.

Event Library

The Event Library allows Administrators to create and maintain a collection of commonly used events, or milestones,  for use within SOWs and SOW Bids.

Events may be created for items that require payments to be made upon the completion of specific milestones or the delivery of certain work products.

The Characteristics page during the creation of a statement of work emphasizing the Add Characteristics section. The section is comprised of four buttons: Events, Schedules, Fees, and Management Events. The Events button is selected and displaying the events that have been added to the SOW. For each event, columns indicate the Name, Description, Due Date, Capitalized, Amount, Units, and PO Number. A column to the right displays icons to edit, copy, or delete the event.

Navigating the Event Library Admin Object

Services section of the Admin Menu, the Event Library link is highlighted.
1To view the list of Events in an organization's tenant, select Event Library from the Services section of the admin.

Event Library List Page

Event Library List page displaying all of the events created for the tenant. For each event, the Code, name, and Description are provided. The items in the Code column are selectable links. The 50% Complete link in the Code column is highlighted.

Events must be defined in the Event Library before they can be added to SOW Bid templates. Events can be added when creating an SOW or SOW Bid from a template, and they can be copied from the library.

2To view the details of an event, select an appropriate link in the Code column.

Event Library Details Page

Event Library Details page showing the details of the Event, including Code, Name, and Description.

The event record itself is simply a container, consisting of just the code and name of the record, and an optional description. Transaction characteristics are added to the event during the creation of the SOW.

Configuring an Event Library

Configuring an Event Library is simple: an event requires only a name and a code. A description is optional.

Add New Event Library creation page, showing empty text fields for Name, Code, and Description. Add and Cancel button are at the bottom of the page.

Summary

The Event Library is a feature that enables Administrators to create and manage commonly used events for Statements of Work (SOW) and SOW Bid modules. Events are typically created for milestones requiring payments upon completion or delivery.

Key Points:

  • Purpose of Event Library: Allows administrators to manage events for SOW and SOW Bid modules.
  • Events Definition: Events are created for milestones or deliverables that require payments upon completion.
  • Event Details: Event records contain code, name, and optional description.
  • Event Usage: Events must be defined in the library before they can be added to SOW Bid templates.

Learning

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