Exploring an SOW Template

Objectives

After completing this lesson, you will be able to:

  • Navigate an SOW Template admin object and explain what it represents in SAP Fieldglass.

SOW Template

SOW Templates are used along with SOW Types to standardize the SOW creation process. At least one SOW Template must be defined before SOWs can be created. SOW Templates contain the default values and information that automatically populates when an SOW is created, reducing the time needed to create an SOW.

You can create different templates for different types of projects.

When a user creates an SOW, a template is selected and much of the information is defaulted for them. This simplifies the process of creating SOWs and reduces the amount of time it takes to train users on this process.

screenshot of SOW Template being selected during the creation of an SOW

Navigating the SOW Template Admin Object

screenshot of Services section of the Admin Menu, the SOW Template link is highlighted
1To view a list of SOW Templates in the tenant, select SOW Template from the Services section of the admin menu.

SOW Template List Page

screenshot of SOW Template List page, with the Template ID column, Business Units column, and the link to the Information Technology Fixed Bid IT Services SOW Template listed in the Template ID column highlighted

You can create different templates for different types of projects, vendors, or virtually any attribute of a statement of work that may be used more than once.

2Template IDs are generated automatically by SAP Fieldglass, combining the buyer tenant code, the letters ‘ST’ to indicate SOW Template, and an 8-digit number indicating the order in which the template was created.
3

This column indicates the number of Business Units that the template is associated with. The numbers in the column are selectable and will take you directly to the business unit association page for the respective template.

To view a list of business units a template is associated to, you would select the number link in the Business Unit column.

4To view the details of an SOW Template, select an appropriate link in the Template ID column.

SOW Template Details Page

screenshot of Information Technology Fixed Bid IT Services SOW Template Details page

The SOW Template Details Page displays all of the characteristics of the template, including clauses, rules, characteristics, and worker rules.

Note
The characteristics of SOW Templates are explained at length in the Services Procurement learning journey.

Log in to track your progress & complete quizzes