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Exploring the Services Admin Menu

Objectives

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

Clauses 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

Characteristics 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

Characteristics 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

Characteristics 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

The Question Library allows admins to create and maintain a collection of commonly used questions that can be added to SOW Bids.

SOW Template

The 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 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

Schedule Library

Characteristics 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.

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