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Documentation
Administrator Guide
Last Updated: 2023-06-23
Add Units

Add Units

  • Create a draft statement of work (SOW) with the
    Payment Type
     of
    Unit Price
     selected.
  • Complete required fields in the
    Settings
     tab of the SOW.
Setting up units for an SOW involves defining the units along with the price per defined unit. You can create 1 or more unit payment types on a draft SOW.
  1. From the header, select
    Statement of Work
    Statement of Work
    .
  2. Open the desired, draft SOW.
  3. Select the
    Units
     tab.
  4. Click
    Add Units
    .
    You can upload a .csv file of units to be bulk uploaded by clicking
    Bulk Add Units
    . You can download the file format by clicking the related link.
  5. Enter the
    Define a unit
     details.
Once all details are complete, send to the vendor for review and modifications by clicking
Send to Vendor
.