This article lists the steps you need to follow to amend a SOW using Classic Beeline Enterprise functionality. It is intended for Hiring Managers who do not use the Hiring Manager Experience or for Program Office staff who need to take action on behalf of a Hiring Manager.
To amend a SOW:
- Navigate to your Beeline Enterprise Home screen.
- Select Search Projects from the drop-down selection list in the Simple Search box located above the Header Menu Bar.
- In the Search box, enter all or a portion of the project number, project name, or vendor.
As you type, the auto suggestion/type ahead feature begins suggesting search results.
- Click the Project associated to the SOW from the list of suggestions. The Project Profile screen appears.
- In the Launch Pad section, click the Manage Project drop-down arrow and select Amend SOW. A dialog window appears.
- Complete/Update data fields as needed. Required fields are indicated by an asterisk (*).
- Click OK. The SOW Profile screen opens and indicates a Ready to Negotiate status.
- Click View Details. The SOW opens in a tabbed view. Click the tab on the ribbon bar to open the SOW section you want to amend.
To amend SOW terms:
- Click the Pencil icon to edit text blocks.
- Click the Open Lock icon to change a section to “locked” content. Vendors can view, but not edit, locked content. Note: The lock/unlock feature is only available to the Program Office or client users.
- Click the down arrow next to the + Add Content box to add additional text blocks to your current screen.
- Click the Plus icon displayed below the ribbon bar to add a new section at the end of the existing tab section.
- Click the Comments icon to add notes to yourself or content to be shared during the Amend process. The number displayed within the comment icon indicates the total number of comments and is a helpful tracking feature. New comments can be created at any time. Use the check box if the comments are meant to be visible to the vendor.
Remember to click Save after each of the above modifications to retain your changes.
To amend SOW financials:
- Click the Pencil icon to edit the milestone. An Edit Milestone dialog window opens. Required fields are indicated by an asterisk (*). Make your adjustments and click Save Milestone to exit and return to the tabbed view.
- Click the + Add Milestone link to create additional milestone line items to add to the current list. (Note: The prev | next link is used to move up and down the milestone list; the Next button takes you to the next Financials section.)
- Click the Comments icon to add notes to yourself or content to be shared during the Amend process. The number displayed within the comment icon indicates the total number of comments and is a helpful tracking feature. New comments can be created at any time. Use the check box if the comments are meant to be visible to the vendor.
Remember to click Save after each of the above modifications to retain your changes.
- Click the Next button to navigate to the next financials section; or click the section tab to go directly to the financials type you want to adjust. Depending on the nature of the SOW, there will be a separate financials section for each financials type. Options include milestones, units of measure, roles, non-billable resources, and resource funds. The modification process steps for Units of Measure are similar to those described for milestones. Follow the prompts in the Edit Unit of Measure dialog window to make your adjustments or use the “plus” option to create new ones. Roles and Non-billable Resources are both role-based financials. Follow the prompts in the Edit/Add Role dialog window to amend these records. Required fields are indicated by an asterisk (*). And remember to click save to retain all adjustments/changes. Resource Funds is a single text box where you enter the total Resource Funds Amount. The Summary is always the final Financials tab. Review your content and check the math!
- Once you have completed your amendments, click the check mark icon in the ribbon to proceed to the Action tab.
- Click Send to Vendor on the Action tab. A dialog box appears.
- Click OK to confirm your intent. A Perform Action dialog box appears.
- Click Submit. The system returns to the SOW Profile screen and displays an updated status of Pending Vendor Negotiation. The SOW record is routed to the vendor for approval.
The final approval workflow to amend a SOW follows the same process as the one used for the original SOW.
- Click Return to exit the SOW Profile and return to your Home screen.
| Persona | Module | Date Posted | Feedback? Email us: |
| Hiring Manager / PMO Staff | Services Procurement | Beeline Enterprise |