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Administrator Guide
Last Updated: 2023-06-23
Update the Budget Allocation on Statements of Work

Update the Budget Allocation on Statements of Work

Once a statement of work (SOW) is active and if the SOW Budget Allocation feature is enabled for the instance, you must use a change order to modify details. Example: the
SOW Plan Total Budget
 and
Charge Code Budget Allocation
 can only be modified through a change order. Users see a banner on the
Charge Code
 tab alerting them that a charge order must be created to make any edits.
  1. From the header, select
    Statement of Work
    Statement of Work
    .
  2. Open the appropriate SOW and select the
    Change Orders
     tab.
  3. Click
    Create Change Order
     and enter the
    Title
     and
    Reason for Change Order
    .
  4. Click
    Next
    .
  5. Select the
    Charge Codes
     tab and make the appropriate modifications.
  6. Click
    Save
    .
  7. When all appropriate changes have been made, click
    Review and Send
    .
    If you only made changes to the charge code budget allocation, you see a message indicating the change order only requires client review.
  8. Click
    Send to Vendor
     or
    Request Approvals
     depending on what changes you made.
    The option for
    Request Approvals
     displays if you only made changes to the charge code budget allocation. Example: Updating amounts or moving allocated funds from one charge code to another.
    The option for
    Send to Vendor
     displays if you made any changes in addition to the charge code budget allocation. Example: Updating payment types or dates.
Once the change order is approved by all required parties, the changes are reflected on the active SOW.