How to Customize SOW's Layouts & Templates?

How to Customize SOW's Layouts & Templates?

To customize the SOW:

Click "Admin"


Click "Customisation"



Click "SOW"




The first tab on the SOW menu is the Layout Library, where you can customize the SOW's Layouts:




The second tab is the Template Library, where you can customize the predefined text in your SOW's:




On these two tabs you change existing layouts and templates, delete them and add new ones.


Layout Library


1) Add new Layout


To add a new layout, go to the layout library and click "Add Layout":



First option, let you create a layout from scratch. Click "Create new layout":



Enter the layout name and the language for the layout. Each language can have a different layout:



After that, on the "Page Style" section, define the cover page, header and footer content:



Next, you can change the Text Style for the different titles. You can change Font Type, Font Size, Font Style and color:



When you are done with your customizations, click "Save & Exit"



This is how you add a template from scratch.
The next option is to add a new layout based on a existing SOW. This will copy a previous existing SOW layout to a new layout template. Click "Create from existing SOW":



Select the SOW you want to use as the base for the new Layout:




Click "Create Template":




The new Layout Is added to the list:



The last option is to create a layout based on the library of layouts from consource. Click "Create from consource Library":




Select one of the layouts from the list:




Click "Create Template"




The new layout is added to the list:



2) Edit Layout


If you want to modify a layout, click the 3 dots on the Action column: 

Click "Edit":


Modify the layout as you wish:




When you finish your customization, click "Update & Exit":




Your modifications are saved and you go back to the list of Layouts:




3) Copy a Layout


You can copy a layout to create a new one. click the 3 dots on the Action column: 



Click "Copy". 




 A copy of the layout is added to the list with the "_copy" suffix:




4) Delete a Layout


To delete a layout, click the 3 dots on the Action column: 



Click "Delete":




Click "Yes"




The layout is removed from the list:




Templates Library


1) Add new Template


To add a new template, go to the "Templates Library" tab and click "Add Template":



Click "Create new template"




Give the template a name and select the language:



Now you can start prepopulating the information that will be default on all RFP's based on this template. You can add:

1. Preliminary Info
      1.1. Introduction & Parties
      1.2. Recitals
      1.3. Definitions
2. Project Description
      2.1. Project Name
      2.2. Project Context
      2.3. Project Objectives
      2.4. Project Scope
      2.5. Expected Services
      2.6. Expected Deliverables
      2.7. Term
            2.7.1. Expected Start Date
                  This information is project specific and is edited directly in the project wizard.
            2.7.2. Expected End Date
                  This information is project specific and is edited directly in the project wizard.
            2.7.3. Expected Duration
                  This information is project specific and is edited directly in the project wizard.
3. Project Management
      3.1. Methodology & Timeline
            This item is project specific and will be populated during the SOW creation.
      3.2. Project Milestones & Deliverables
            This item is project specific and will be populated during the SOW creation.
      3.3. Acceptance Criteria
      3.4. Project Organization
      3.5. Staffing
      3.6. Project Governance
            This item is project specific and will be populated during the SOW creation.
      3.7. Language
      3.8. Work Location
      3.9. Status Reports
      3.10. Assumptions
4. Terms & Conditions
      4.1. Invoice Currency
            This item is project specific and will be populated during the SOW creation.
      4.2. Maximum Project Budget
            This item is project specific and will be populated during the SOW creation.
      4.3. Detailed Fees
            This item is project specific and will be populated during the SOW creation.
      4.4. Invoicing Milestones
            This item is project specific and will be populated during the SOW creation.
      4.5. Payment Terms
      4.6. Invoicing Contact
      4.7. Contract Administration
5. General Provisions
      Liabilities, Warranties, Indemnification and Insurance
      Intellectual Property
      Data Privacy & Security
      Confidentiality
      Return or destruction of confidential information
      Publicity & Communication
      Audit and Inspection Rights
      Independent Contractor
      Conflicts of Interest
      Non-Compete
      On boarding process
      Non-Solicitation
      Business Continuity
6. Other Provisions
      Entire Agreement
      Severability
      Headings
      Order of Precedence
      Assignment and delegation
      No Third Party Beneficiary
      Notices
      Force Majeure
      Governing Law
      Right to seek an injunction
      Dispute Resolution
      Legal Fees
7. Associated Documents
           This item is project specific and will be populated during the SOW creation.
8. Appendix
9. Execution
      This item is project specific and will be populated during the SOW creation.
Change Orders
1. Introduction
2. Objectives & Deliverables
3. Project Milestones
4. Invoicing and Payment
5. Other Changes

Regarding section "5. General Provisions" and "6. Other Provisions", we added common items from SOW's. But, if you don't want to have them, you can delete the item by clicking on the three blue dots on the right side, and click "Remove":



Click "Delete"



You can change their order by clicking the six dots on the left side of the item name and drag and dropping up or down:



The order is changed:




You can add a new item by clicking the "+" sign that will appear between two items when you hover the mouse between them:


You can also add a new item bellow all items in section 5 or 6, by clicking the "Add Field" Button:


When you are done, click "Save & Exit":


The template is created:




The next option is to add a new template based on a existing SOW. This will copy a previous existing SOW to a new template. Click "Create from existing SOW":




Select the SOW you want to use as the base for the new Template:




Click "Create Template"




The new template is added to the list:




The last option is to create a template based on the library of templates from Consource. Click "Create from Consource Library":



Select one of the templates from the list:



Click "Create Template"




The new template is added to the list:



2) Edit Template


If you want to modify a template, click the 3 dots in the Action column: 



Click "Edit":




Modify the template as you wish:




When you finish your modifications, click "Update & Exit":




Your modifications are saved and you go back to the list of templates:


3) Copy a Template


You can copy a template to create a new one. click the 3 dots on the Action column: 



Click "Copy":




A copy of the layout is added to the list with the "_copy" suffix:




Now you can modify the template as demonstrated on item "2) Edit a Template".


4) Delete a Template


To delete a template, click the 3 dots on the Action column: 



Click "Delete"



Click "Yes":




The layout is removed from the list:



The next article is about Performance Customization

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