Accessing Services Transactional Functions in SAP Fieldglass

Objective

After completing this lesson, you will be able to navigate and access the transactional items in the Services menu in SAP Fieldglass.

The Services Menu

The functions and transactional items available through the Services menu depend on the configuration of the tenant. The five illustrated here represent all that are available:

Cross-section of the SAP Fieldglass landing page showing the vertical menu expanded to view all of the menu items. The Services menu is expanded to show the five available transactional items: Dashboard, Statement of Work, SOW Bid, SOW Line Item, and SOW Activity Item.

The Services Dashboard

To manage and oversee daily activities and decision-making for their open projects in SAP Fieldglass, users can utilize the Statement of Work Dashboard. This Dashboard offers a high-level overview and project summaries for all of a user's SOWs, highlighting progress and flagging items that need attention or action.

The Services Dashboard showing the statistics for ten active SOWs. There are four data cards visible: Statements of Work with Largest Budgets, which shows a vertical bar chart comparing two SOWs; Deviations in Actual Spend, which shows a scatter chart comparing the SOWs; Cycle Time, which lists the completion times for SOW approval, supplier review, response approval, and the total cycle; and SOW Revisions, which does not show any data. Each card includes a button that allows you to view the details of each.

With the Services Dashboard, users gain quick access to essential information such as project timelines, budgets, and milestones, and can take action on outstanding tasks like approving deliverables or extending their SOW workers. For instance, a hiring manager can use the 'Upcoming SOW Worker End Dates' card on the dashboard to promptly update the end dates of SOW workers who are no longer needed for the full scope of a project. By selecting the relevant point on the scatterplot representing that SOW, a flyout window appears with the full list of SOW workers for that project. From there, the hiring manager can easily shorten their end dates without leaving the dashboard.

Anatomy of the Dashboard

The Dashboard displays multiple data-visualization cards, each providing valuable insights into different aspects of the SOW.

1SOWs with Largest Budgets – This card displays the top ten largest SOW budgets.
2SOW Activity Items –Lists any Activity Items defined for SOWs that are nearing or past the company-defined PMO threshold due dates.
3SOW Worker Activity Items – Lists any Activity Items for SOW Workers that are nearing or past the due date based on the company-defined PMO thresholds.
4Deviations in Actual Spend – Shows up to ten SOWs most at risk of reaching a high budget deficit or surplus at their end date.
5SOW Spend & Duration Alerts – Displays SOWs approaching their allocated budget threshold, SOWs nearing their end date, and SOWs that have executed their end date without closure.
6Upcoming SOW Worker End Dates – A scatter plot chart that shows SOWs with one or more active SOW Workers nearing the SOW end date.
7Cycle Time – Shows the average amount of time it takes for various stages of the SOW workflow; from creation to buyer review.
8SOW Revisions – Lists the top ten SOWs by number of revisions with the highest at the top of the list. You can select an SOW on the card to view more information, such as period (start and end dates), owner, number of revisions, spend to date, revision status, revision end date, and revision budget information.
-SOW Line Items (not shown)– Displays any nearing or past-due SOW Line Items, like a milestone or scheduled fee that has not yet been invoiced. 

Joule-Assisted Work Item Completion

In addition to the efficiencies and shortcuts provided by the SOW Dashboard, SAP Fieldglass provides AI-driven assistance in the completion of services-related work items through the Joule Co-Pilot. A base feature for buyers who choose to enable Joule, users can engage and prompt Joule to show or list all pending work items specifically associated to the SOW or Services module. Joule can display the details for those specific work items, allows for direct access to complete or reject items, or can further navigate users to the specific details pages associated to the objects. This functionality enhances productivity and streamlines approvals, providing more efficient task management for users.

An image of the Services Procurement Management process wheel highlighting the Manage stages and Joule Work Item Pop Up Window examples from the SAP Fieldglass UI

Statement of Work

The Statement of Work menu item loads the Statement of Work List Page, which is a list of SOWs available within a certain period, regardless of status.

The Statement of Work List Page showing a list of the SOWs made available between selected dates. Besides date, the sorting options available in the Header include viewing All, My Group, or My own, as well as allowing them to be Grouped By available criteria. The listed SOWs show current status, ID (which are links to the details pages of SOWs themselves), latest revision number, the name of the SOW, the associated supplier, the business unit, start and end dates, and the SOW type. The option to create a new statement of work is also available in the upper left corner of the page.

List Page Header

The fields available in the Header of the List page are the same across all Services list pages:

1The Period fields default to a certain time span based on when the page is accesses. Both the start and end dates can be changed to list SOWs within other time spans.
2The View field can be used to sort SOWs by the user's ownership status: All: List will show all SOWs My Group: List will show items that qualify for My Own access as well as items to which the user is associated. Users are associated to documents using the Associate User option on the Action menu of a document. My Own: List will show only those SOWs that they are either the Owner, Creator, Coordinator, or Distributor of.
3The Group By field will display SOWs according to certain master data criteria, such as Status, Name, Supplier, Business Unit, Site, among others.

List Columns

4The ID column lists the SOWs by their assigned document IDs and are displayed as links which, when selected, will open the selected SOW's Details Page.

SOW Bid

Similar to the Statement of Work menu item, the SOW Bid menu item loads the SOW Bid List Page—a list of SOW Bids available within a certain period, regardless of status. The information available on the SOW Bid list page is mostly identical to the information on the Statement of Work List page, with one exception:

The SOW Bid List Page showing a list of the SOW Bids made available between selected dates. Besides date, the sorting option include viewing All, My Group, or My own, as well as allowing them to be Grouped By available criteria. The listed SOWs show current status, ID (which are links to the details pages of SOWs themselves), latest revision number, the name of the SOW, the associated supplier, the business unit, start and end dates, and the SOW type. The option to create a new statement of work is also available in the upper left corner of the page.
1The Response column lists the number of suppliers that have responded to the bid. The number is a link that when selected will open the SOW Bid and automatically display the contents of the Reponses tab.

SOW Line Item

SOW Line Items represent a specific task, milestone, or deliverable that the supplier is expected to complete as part of the project. They are used to track the progress of those defined those milestones and usually trigger payments upon completion.

The SOW Line Item list view in SAP Fieldglass provides a consolidated list display of the characteristic line items across all Statements of Work, representing tasks, deliverables, milestones, or cost components. It offers users a comprehensive overview of all line items—including those completed, those coming due, and those overdue—which enables proactive tracking of project progress, timely approvals, and tighter control.

The SOW Line Item List Page showing a list of the line items required for completion on all SOWs. The listed SOW Line Items show current status, the Type of line item, the Line Item ID, the Line Item Name (which are links to the details of the line items themselves), latest revision number, the ID of the SOW the line item is associated to (which are also links to the details of the SOWs), the PO Number, Supplier, Expected completion date, the Submitted date, the Rate, Requested Amount, Submitted Amount, and the SOW Template the line item is associated to.
1Type - The type of line item, which can be a fee, event, management event, or schedule.
2Line Item Name - The name of the line item as it appears on the associated SOW. The name listed can be selected to review details of the line item.
3Revision - The revision number of the SOW that the line item is associated to.
4SOW ID - The ID of the SOW that the line item is associated to. The SOW ID can be selected to review the entire SOW.
5Expected - The date the line it is expected to be complete.
6Submitted - The date the line item was submitted for review/approval.
7Requested Amount - The requested amount, if any, of the line item.
-Submitted Amount (not shown) - The amount submitted for the line item.
-Template Type (not shown) - The type of template used to create the SOW the line item is used in.

SOW Activity Item

SOW Activity items are actions that are assigned to users who need to complete tasks related to a Statement of Work. They can include such things as evaluating the supplier at the end of a project or confirming equipment distribution or return.

The SOW Activity Item List Page showing a list of the activity items for completion on SOWs. The listed SOW Activity Items show the Status, Action, Object ID, Object Name, Work Order ID, Site, Activity Item, Completion Type, Responsible, Due Date, Send Work Items On, and Escalate On.
1Action – The name of the activity item, which is selectable so you can see the details of the action, including a description of the activity..
2Activity Item - The type of activity, such as Add Attachment, Evaluate, Manage Worker, and others.
3Completion Type – The action that is required to satisfy the activity item, such as editing a worker, closing a worker, revising a worker, and others.
4Responsible – The user role of the person required to complete the activity.
5Send Work Items On – The time period when the activity will be triggered and the responsible party will be notified the activity must be completed.
6Escalate On – The time period activity will be escalated to a next-level user if the original responsible user does not complete the activity by the due date.

Summary

The Services transactional menu in SAP Fieldglass provides access to services-related functions, including the Services Dashboard, Statements of Work, SOW Bid, SOW Line Item, and SOW Activity Item.

Key Points:

  • Services Menu Configuration: Some of the Services menu options vary by tenant configuration, so may not provide access to all of the services-related transactional functions.
  • Dashboard Overview: The SOW Dashboard provides a high-level overview of projects, showing essential information like project timelines, budgets, and milestones. The Dashboard uses multiple data-visualization cards to offer insights into different aspects of the SOW and enables quick access to outstanding tasks.
  • SOW Management: The Statement of Work List Page displays a list of SOWs and SOW Bids, allowing users to filter, group, and sort based on various criteria, such as period, ownership, and grouping.
  • Joule-Assisted Work Item Completion: Provides efficient AI-driven task management in the UI for users to quickly perform actions on relevant services procurement workflow items.

Learning

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