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Administrator Guide
Last Updated: 2026-09-04
Create Statement of Work Drafts

Create Statement of Work Drafts

Have the
sow.create
 permission.
You can create statement of work (SOW) drafts to indicate a project's scope, timeline, and budget. Once you create the draft, you can send it for any necessary approvals or start adding payments, depending on your program's approval workflow.
  1. From the header, select
    Statement of Work
    Statement of Work
    .
  2. Click
    New SOW
    .
  3. Complete the
    Create New Statement of Work
     pop-up:
    Option Description
    Select Payment Type(s) for this SOW
    Select 1 or more payment type options to determine how the SOW functions. Your selections affect which tabs display in the SOW draft.
    Select a Template for the SOW Clauses
    Select an option for the clauses that display on the SOW’s
    Clauses
     tab. You can select:
    • Build my own
       if you want to create clauses manually or if you don’t want to include clauses on the SOW.
    • A specific clause template, if you already created one in
      Company Settings
      . See Create Statement of Work Clause Templates.
    You can't change your selection for this setting once you click
    Create SOW
    .
  4. Click
    Create SOW
    .
  5. Complete the
    Overview
     tab:
    Option Description
    Client Manager
    Workday VNDLY populates default charge code values on the SOW’s
    Charge Codes
     or
    Settings
     tab based on the client manager that you select in this field. However:
    • If a client manager doesn’t have associated charge codes, default charge code values don’t populate.
    • If you change this field later, Workday VNDLY doesn’t change the default charge code values. The default values are based on the original client manager that you select.
    Planned Start Date
    Planned End Date
    All payments and roles scheduled must occur within these dates.
    Planned Total Budget
    Enter the maximum invoiceable amount for the SOW across all payment types. You must enter a value to access the payment tabs.
    Pre-VNDLY Invoiced Amount
    Enter the total of items invoiced before you created the SOW.
    Non-Billable Contractors
    When you select
    Track
    , we display the
    Teams
     tab.
    Note that the
    Teams
     tab always displays for SOWs with a
    Payment Type
     of
    Time and Materials
    , regardless of your selection for this field.
  6. Complete the
    Settings
     tab:
    Option Description
    Would you like checklist items to apply to all contractors on this SOW?
    If a SOW has a
    Payment Type
     of
    Time and Materials
     or has
    Non-Billable Contractors
     set to
    Track
    , this setting impacts a SOW manager’s ability to add checklist items when creating or editing SOW roles. If this setting is set to:
    • Yes
      , SOW managers can add checklist items to the SOW’s roles, remove some checklist items from the roles, or publish the roles without any checklist items.
    • No
      , SOW managers can’t add checklist items to the SOW’s roles.
  7. (Optional) Complete the
    Clauses
     tab.
    If you selected
    Build my own
     on the
    Create New Statement of Work
     pop-up, you can click
    Add Clauses
     on this tab and add clauses manually. If you selected a specific template, you can optionally add, modify, and delete clauses from the template.
  8. Complete the
    Charge Codes
     tab.
    This tab only displays if you have enabled SOW budget calculation in
    Company Settings
    . See Allocate Statement of Work Budgets Using Charge Codes.
  9. Add payments.
    You must add at least 1 payment per payment type that you selected for the draft. See Add Roles to Statement of Work, Schedule Fixed Price Payments, Add Milestone Payments, and/or Add Units.
The SOW displays on the
Statement of Work
 list page with a
Draft
 status.
Once you create the draft SOW and complete all required fields, you send it for specific approvals or publish it, depending on your organization’s workflow configuration. See Concept: Statement of Work Approval Workflows.