Managing the Characteristics Libraries

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Explain what Events and Management Events represent in SAP Fieldglass.
  • Describe how Schedules affect Invoices and payments.
  • Configure a Fee Library.


Adding characteristics is the fourth step in the creation of an SOW.

The bulk of an agreement between a buyer organization and the service provider is comprised of various activities that result in payment or event tracking. These activities are referred to as Characteristics, and they define the specifics of a project, such as costs, timelines, and milestones.

Characteristics can be added manually to an SOW during its creation, but to simplify the creation process a library of pre-configured characteristics can be added to an SAP Fieldgass tenant through the admin menu. This is an entirely optional step in the tenant configuration, but for fees or events that are regularly used, it can streamline the process for users creating an SOW. It can also facilitate more accurate reporting if the same characteristics are used across multiple projects, for organizations who include characteristic types in their analytics.

Within SAP Fieldglass, there are a variety of these activities:

  • Management Events = Milestones that do not incur costs, such as status reports.
  • Schedules = Predetermined dates or events that trigger invoices.
  • Events = Milestones that incur costs, such as project deliverables.
  • Fees = Items that require payments to be made on a recurring basis, such as equipment use costs.

Configure a Fee Library

While creating the SOW for WorkingNet’s data center expansion project, Patricia, the Director of Networking and Network Security for WorkingNet, manually added a fee to capture the costs of QA testing. After completing the SOW, she realized there were other fees she could add and that might be used across other projects.

She asks you, the SAP Fieldglass administrator for WorkingNet, to add a new fee to capture costs to be paid out at 75% completion of a project.

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