Exploring the Management Event Library

Objective

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

Management Event Library

The Management Event Library allows Administrators to create and maintain a list of management events for use within the SOW module.

Management events do not result in invoices, so they are used for deliverables that are required during the course of a project but are not directly tied to a payment, such as kick-off meetings, mid-point reviews, or status reports.

The Characteristics page of a statement of work being created emphasizing the Add Characteristics section. The section is comprised of four buttons: Events, Schedules, Fees, and Management Events. The Management Events button is selected and displaying the management events that have been added to the SOW. For each event, columns indicate the Type, Name, Description, Actor, Frequency, Start Period, Due On, Start Date, and End Date. A column to the right displays icons to edit, copy, or delete the management event.

Navigating the Management Event Library Admin Object

Services section of the Admin Menu, the Management Event Library link is highlighted.
1To view the list of Management Events in the tenant, select Management Event Library from the Services section of the admin menu.

Management Event Library List Page

Management Event Library List page displaying the management events that have been created for the tenant. For each management event listed, the Code, Name, Description, Actor User Type, and Schedule Type are indicated. The items in the Code column are selectable links. The Actor User Type column, the Schedule Type column, and the Project Status link in the Code column highlighted.

Management events may be initiated by suppliers or buyers, and they display as work items on the actor's home page at the appropriately scheduled time. Management events can be added when creating an SOW from a template, and they can be copied from their library.

2Actor Type Used indicates whether the supplier or buyer is responsible for completing the event.
3Schedule Type indicates if the event occurs once or recurs on a regular interval. If it is a recurring event.
4To view the details of a Management Event, select an appropriate link in Code column

Management Event Library Details Page

Management Event Details page indicating the same details provided on the list page. The Schedule Type detail field is highlighted..

A management event record displays the same information as the list page. However, if it is a recurring event, the details page displays the frequency and start period of the event.

5If the event does not occur more than once, the Schedule Type would be listed as 'Regular' and the Frequency and Start Period rows would not appear.

Adding a Management Event Library

A Management Event library is similar to a schedule library, with the addition of the Actor User Type field, which indicates who is responsible for completing this management event (Supplier or Buyer).

Add New Management Event Library creation page, showing text fields for Name, Code, and Description. Additional fields include Actor User, which contains radio buttons for Supplier and Buyer, Schedule Type, which has radio buttons for Regular and Recurring, and the Frequency field, which is a dropdown menu. Add and Cancel button are at the bottom of the page.

Summary

The Management Event Library enables administrators to manage a list of non-billable project milestones, such as kick-off meetings and status reports, which can be used within the Statement of Work (SOW) module.

Key Points:

  • Purpose of Management Events: Used for non-invoiced deliverables like meetings and reports.
  • Actor Type Used: Indicates if the supplier or buyer completes the event.
  • Schedule Type: Defines whether the event is one-time or recurring.

Learning

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