Reviewing a Statement of Work

Objective

After completing this lesson, you will be able to review a completed statement of work, including checking its status and tracking the progress of the services procurement process.

Anatomy of a Completed Statement of Work

After creating a statement of work, creators are presented with a summary of the SOW. However, the page offers more than just that summary—users with appropriate permission to access that SOW can review all of the details and even perform some limited actions. The SAP Fieldglass interface for statements of work uses a mix of tabs, menus, and a static header that presents a thumbnail overview of the status, helping users track the project effectively.

Header

The header section of a statement of work presents thumbnail information about the SOW, such as the SOW ID and its progress through the workflow. It also has a menu of actions that can be taken on it, as well as tabs that will allow users to review the specific information of the posting.

This portion of the SOW is persistent—it will appear no matter what tab is selected.

1	Selecting the Actions menu will display a list of the actions that the user is allowed to perform on this SOW.
2	The Progress Indicator provides a quick visual representation of where in the buyer's configured workflow the SOW is. When it is selected, it can provide additional details on each stage of the process.
3	The Status field also reflects the stage of the job posting, indicating the specific stage it's at in the contingent procurement process.
4	Selecting a Tab will present the specific information indicated by the selected tab.

Progress Indicator

The Progress Indicator provides a visual reference of the position of the job posting within the contingent procurement process. Each circle indicates one of high-level stages of the process:

Request
Respond
Review
Onboard
Ongoing

A SOW page emphasizing the Progress Indicator, which is a series of five horizontal circles of various colors separated by narrow grey lines that represent the progression of the stages. The first circles are colored green, the third is colored blue, and the last two are gray.

	An empty grey circle indicates that the job posting has not yet reached that stage.
	A blue dot indicates that the job posting is in that stage.
	A green circle with a checkmark indicates that the job posting has completed that stage.

You can select the Progress Indicator to open a small dropdown menu containing more details of each stage.

A SOW page emphasizing a modal menu under the Progress Indicator. Across the top it lists the names of the five stages of the Contingent process: Request, Respond, Review, Onboard, and Ongoing, each with a color indicator of its progress. It shows the details of the Request stage, indicating that the two items underneath it—Requestor creates the SOW and Approvers review the SOW—have been completed. A blue dot is showing next to the Respond step, indicating that it has yet to be completed.

The dropdown will list the steps under the four stages and display the progress of those stages using the same dots as in the Progress Indicator on the Header. In some cases, additional information may be included, such as a link to the Approval Group Routing next to the Approvers item, or the indication within the supplier distribution items that 2 suppliers have responded.

Selecting a stage from the top of the dropdown menu will display the steps under that stage.

Tabs

In order to make a job posting more accessible, details are presented according to the type of data that needs to be reviewed. The header of the posting contains tab that, when selected, display that specific data for easy review.

Summary	A high-level overview of the job posting including rates, submitted job seekers, and the job description.
Details	All of the information entered on the setup, details, and augments pages during job posting creation.
Activity Items	Lists all activities that are/will be assigned to users. Those users must act on those assigned activity items.
Clauses	Displays all of the legal language supporting the contracted service.
Characteristics	Lists all of the activities that result in payment or event tracking, such as costs, timelines, and milestones.
SOW Workers	When a project is in progress, this tab will appear, listing all of the workers assigned to the project.
SOW Worker Cost Allocation	When a project is in progress, this tab will appear, listing how the project budget is allocated to the workers.
Time & Expense	When a project is in progress, this tab will appear, listing all of the time sheets and expense sheets submitted by workers on a project.
Approvals/Audit Trail	A detailed list of the approval trail, indicating the status of each listed item in the approval process.
Related	Additional information related to the SOW, such as any attachments or any associated users.

Actions Menu

Depending on a user's permissions, certain actions can be performed on the job posting, such as revising, copying, and closing.

The actions available are dependent upon the user's permissions, so not all of the actions listed below may appear in the Actions menu.

A Job Posting page highlighting the Actions menu in the righthand corner of the header. The menu is active, showing the dropdown list of options, including Revise, Copy Statement of Work, Change Adjustment Group, Add Schedule, Add Event, Add Fee, Copy Fee, Add Attachments, and Associate User.

SOW Statuses

A statement of work can go through several steps during the approval process, including halting or rejecting an SOW before it even gets to the approval stage!

The stage an SOW is within the approval process is reflected in the Progress Indicator on the SOW Header, but also on the SOW List Page. Statuses reflect the various stages of the SOW lifecycle. However, depending on the organization's configuration settings, not all statuses will apply to every SOW. Companies reflect many different statuses for their SOWs depending upon their workflow configuration choices.

The SOW List Page showing the many columns of information available for job postings. The Status column is highlighted, and the open drop down menu shows some of the filters for the list, including Approval Paused, Approved, Closed, Declined, and Draft. Other selections can be found by scrolling down the menu.

The status indicators illustrated in the Status Column reflect the most common job posting statuses.

The column can be filtered to isolate only job postings that are at the approval stage selected from the dropdown menu. The menu contains all of the possible job posting statuses.

Some of the more common status indicators are:

Approved : All required buyer approvals have been met. The next step is dependent on the approval process that's been configured and assigned to the buyer tenant.
Pending Buyer Review : The SOW is in process of being reviewed by the buyer approver(s).
Draft : SOW was started but saved by the buyer to be completed later.
Submitted : The SOW has been submitted to supplier(s).
Pending Supplier Review : The SOW is in process of being reviewed by the supplier.
Pending Approval : Job Posting was created and is awaiting approval by the buyer’s approver(s).

A complete list of SOW statuses can be found in the Resources section of this lesson.

Resources

SOW Statuses

Status	Definition
Approval Paused	The user roles or system roles defined in the approval group have no users assigned to them. The buyer must assign users to these roles and then restart the approval process.
Approved	The buyer has approved the response.
Closed	The request has been closed by the buyer.
Declined	The supplier has declined the opportunity to respond to the request.
Deleted	The statement of work has been deleted. This action can only be performed by SAP Fieldglass second-level support.
Draft	The request has been generated or entered by the buyer but have not been submitted to the supplier.
Draft (Response)	The response has been started but then saved by the supplier to be completed at a later date.
Pending Approval	The request has been created and is pending approval from the buyer.
Pending Buyer Review	The request has been created and is awaiting approval by the buyer.
Pending Response	The buyer has submitted the request and is awaiting the response by the supplier.
Pending Supplier Review	The request has been created and is pending approval from the supplier.
Rejected	The buyer has rejected the SOW during the approval process.
Response Approval Paused	The user roles or system roles defined in the approval group have no users assigned to them. The buyer must assign users to these roles and then restart the approval process.
Response Pending Approval	Supplier response is pending approval from the buyer.
Response Rejected	The buyer has rejected the statement of work response submitted by the supplier.
Submitted	The statement of work has been submitted to the supplier.

Summary

The SAP Fieldglass interface for statements of work uses a mix of tabs, menus, and a static header that presents a thumbnail overview of the status, helping users track the project effectively.

Key Points:

Header Section: Displays essential SOW information including ID, progress, and available actions.
Progress Indicator: Shows SOW position within the procurement process, detailing stages like Request, Respond, Review, Onboard, Ongoing.
Tabs Organization: Details are categorized into tabs such as Summary, Details, Activity Items, Clauses, and Characteristics for easy review.
Actions Menu: Permission-based functionality enabling users to perform actions like revising, copying, and closing SOWs.
SOW Statuses: Reflect various stages within the approval process, visible on both the SOW Header and SOW List Page.

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