Delete a Scope of Works (SoW) template

To delete an SoW template, follow the steps below.

Step 1:  Navigate to a bid package

After navigating to your biding module, click on a bid package and go to the "SCOPE" tab.

Step 2:  Click "IMPORT TEMPLATE"

Click the "IMPORT TEMPLATE" button and select "Company templates" from the menu.

Step 3:  View your template and click the "DELETE" button

After locating the template you wish to delete, click the small arrow button on the right-hand side of the template line item to view the template.

You can then click the "DELETE" button to remove it from your organisation's SoW templates.

 

If you have any questions about editing scope templates, shoot us an email at [e-mail] and our customer success team will be in touch.