This document provides the Program Office and client users with the steps necessary to create a new statement of work (SOW). This guide was created using Beeline Classic, non-client-specific configuration. Your specific setup is based on your company's configuration/visibility and may vary slightly from what is explained here.
To create a new SOW:
- Navigate to your Beeline Enterprise Home screen.
- Expand the New menu in the Header menu bar and click in the New SOW / Type template name box to select a template from a list of SOW templates: or begin typing in the box to search for a template by name or keyword. The auto suggestion/type ahead functionality recommends templates that match what you type.
You can hover over the iBubble to review the SOW template details.
- Select a SOW template from the listed options. The Welcome screen appears.
- Click the Start SOW button. The New SOW General Information screen appears.
- Enter the information requested or use the selection options provided to fill in the fields. Required fields are indicated by an asterisk (*).
- Click Next. The New SOW General Information: Vendor Information screen appears.
- Enter the information requested or use the selection options provided to fill in the fields. Required fields are indicated by an asterisk (*).
- Click Next. The New SOW: Contributors screen appears. You can view users that will have access to this SOW.
- If you need to add Contributors, click the search icon to locate and select by name. Use the drop-down menu options to identify their access level.
- Click Add Contributor to add them to the SOW list.
- SOW Creator name(s) are displayed but cannot be edited.
- Edit other Contributor records as needed.
- Click Next. The New SOW: Submit for Approval screen appears. This is an action tab as indicated by the check mark icon.
Note that although you can see both the Terms and Financials tabs on the ribbon; at this stage in the SOW process, you cannot click to open either tab. Access to review this content is only made available after the initial approval workflow is complete.
- Click the Submit for Approval button. A dialog box appears.
- Click Submit in the dialog box to confirm your action. The new SOW Profile screen displays.
Take note of both the SOW – Number and the SOW – Name. You can “Search SOWs” by the SOW number, SOW name, or SOW owner using the Simple Search feature which is located above the Header bar and return to the SOW Profile screen at any time.
- Click Return to exit the SOW Profile and return to your Home screen.
| Persona | Module | Date Posted | Feedback? Email us: |
| Project | Services Procurement | Beeline Enterprise |