Exploring the Services Admin Menu

Objective

After completing this lesson, you will be able to identify the services Administrative Menu objects and explain their use.

The Services Admin Menu

As with everything in SAP Fieldglass, transactions are made possible by the appropriate configuration of objects in the admin menu.

The admin menu includes a dedicated section for data and objects specific to an organization’s SOW workflow.

In the Services administrative area, you can define the structure for the types of services that your company requires. Some information, such as SOW types and templates, is required to create SOWs. Other admin objects are optional and can be set up to support an organization’s services workflow.

Screenshot of the SAP Fieldglass admin menu highlighting the Services section.

Supporting the Services Workflow

Let’s quickly review the SOW that Patricia created for the expansion of WorkingNet’s data center.

Learn more about the admin menu item that supports the illustrated segment of the SOW creation workflow.

Clause Library
Clause LibraryClauses are the legal terms for standard regulatory polices and other contractual conditions. The Clause Library allows admins to create and maintain a list of clauses, clause categories, and clause sections and their content for use within the SOW module.
Event Library
Event LibraryCharacteristics define the specifics of a project, such as costs, timelines, and milestones. The Event Library allows admins to create and maintain a collection of commonly used events for use within the SOW module and SOW Bid module.
Fee Library
Fee LibraryCharacteristics define the specifics of a project, such as costs, timelines, and milestones. The Fee Library allows admins to create and maintain a collection of commonly used fees for use within the SOW modules
Management Event Library
Management Event LibraryCharacteristics define the specifics of a project, such as costs, timelines, and milestones. The Management Event Library allows admins to create and maintain a list of management events for use within the SOW module.
Question Library
Question LibraryThe Question Library allows admins to create and maintain a collection of commonly used questions that can be added to SOW Bids.
SOW Template
SOW TemplateThe SOW Template determines the default values and information that automatically populates when an SOW is created. When a user creates a SOW, a template is selected and much of the information is defaulted, simplifying the process of creating them.
SOW Type and Classification
SOW Type and ClassificationSOW Types are used to define the settings, rules, and characteristics for individual purchasing categories. Selecting the classification determines which SOW Templates are presented for a project. Classifications are used to organize SOW templates and the Suppliers that provide services
SOW Worker Role
SOW Worker RoleWorkers can be added to SOWs if necessary, and their roles must be defined using SOW Worker Roles. Administrators can create and maintain a list of SOW Worker Roles that can be used on statements of work. Every worker on an SOW is associated with a role. Roles are used for reporting purposes and help ensure the accurate rates for each are used.
Schedule Library
Schedule LibraryCharacteristics define the specifics of a project, such as costs, timelines, and milestones. The Schedule Library allows admins to create and maintain a list of schedules for use within the SOW module and SOW Bid module.

Admin Objects and the Services Workflow

In the previous course, we saw how Patricia, the Director of Networking and Network Security for WorkingNet, created the statement of work for WorkingNet’s data center expansion project.

Play the video to learn the process you'll follow to support Patricia's creation of the statement of work.

Log in to track your progress & complete quizzes