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Administrator Guide
Last Updated: 2026-05-15
Create Statement of Work Drafts

Create Statement of Work Drafts

Drafts enable you to set up the scope, timeline, and budget of an SOW, which ensures you'll have all the correct people collaborating on the SOW.
  1. From the header, select
    Statement of Work
    Statement of Work
    .
  2. Click
    New SOW
    .
  3. As you create the new SOW, consider:
    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 draft.
    Select a Template for the SOW Clauses
    Select a template or build your own and add the clauses manually. You can't change this selection after you click
    Create SOW
    .
  4. Click
    Create SOW
    .
  5. Complete the fields on the
    Overview
     tab. As you complete this tab, consider:
    Option Description
    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 fields on the
    Settings
     tab. As you complete this tab, consider:
    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) Edit clauses on the the
    Clauses
     tab.
    This tab enables SOW admins and managers to add, modify, and delete sections and subsections of clauses in their SOWs. To start making changes, click
    Edit
    .
  8. Complete the fields on 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.
The SOW displays on the
Statement of Work
 list page with a
Draft
 status.