Log a Scope of Work
Log each revised Scope of Work (SOW) as a new version, so the project keeps a record of what was asked for and when. Creating a project logs version 1 for you.
Who can do this: Admin, Manager
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Open the project and select the SOW tab.
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Select Log SOW.
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Enter the Date received and how it arrived under Received via.
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Under Submitted by, pick a lease contact or choose Someone else.
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Add a short Scope summary and any Internal notes.
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Under SOW documents & emails, select Add files to attach the SOW and the email it came in.
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Select Log SOW.
The new version gets the next number and a Latest badge. Logging a SOW doesn’t change the project’s status.
On any version, use the pencil button to edit its details and the trash button to delete it. Deleting removes the version and its attached files, and any linked correspondence stays but is unlinked. Use Attach files on a version to add files later, and Log email to record an email about it.