Duplicate Roles and Payments on Statements of Work

If you’re a client user or a vendor user with permission to edit a Statement of Work (SOW) and create change orders, you can duplicate roles, milestone payments, and fixed price payments on SOWs that are in Draft
, Awaiting Client Review
, or Awaiting Vendor Review
statuses, as well as on change orders for Active
SOWs. Duplicating roles and payments can help you expedite the process of creating SOWs and change orders, especially if you have multiple payments or roles with similar details on a SOW. Note that this feature isn't available for SOW unit price payments, since they are requested as needed by SOW vendors.

You can also duplicate entire SOWs. For more information, view Duplicate Statements of Work.

From the header, select

Statement of Work

Open the SOW with the existing milestone payment, fixed price payment, or role you want to duplicate.

Select the

Milestones

Fixed Price Payments

, or

Team

tab on the SOW.

Next to the original payment or role, click

Actions

Select

Duplicate

In the form that opens, update any necessary information on the duplicated payment or role.

Click

Create

The duplicated payment or role displays on the SOW’s

Milestones

Fixed Price Payments

, or

Team

tab. Duplicated payments display with the initial payment’s status, which is either Scheduled
for fixed price payments or Not Started
for milestone payments. Duplicated roles display with a Draft
status and change to Active
when the SOW or change order is approved.

Note that for payments, only the

Planned Total

amount is copied into the draft form. Actual total amounts from the original payment aren't copied. Additionally, if you use the Workday integration, note that VNDLY doesn't copy over unfilled Workday position IDs for roles assigned to an organization unit with a

Staffing Model

of Position Management
.