Configuring Clauses and Characteristics for the SOW Template

Once the details of the SOW have been configured transactionally, the next two sections require you to accept or add clauses and characteristics.

Clauses are the legal terms for standard regulatory governance polices and conditions and may outline the contractual language or agreement between a buyer and a supplier.

Specific clauses can be added to SOW template so they appear by default when creating an SOW, or they can be added optionally during the creation.

Characteristics define the specifics of a project, such as costs, timelines, and milestones. They are represented on the SOW as Management Events, Schedules, Events, and Fees.

In the SOW template, you must indicate whether clauses and characteristics are mandatory or optional, then you must define any that might need to be defaulted based on the type of template you’re creating.