Edit a Scope of Works (SoW) template

To edit an SoW template, follow the steps below.

Step 1:  Navigate to a bid package

After navigating to your bidding 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 "EDIT" button

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

You can then click the "EDIT" button to begin editing.

Step 4:  Edit your template and click the "SAVE" button

Edit your sections and items and click the "SAVE" button on the top right-hand side of the dialogue to save your changes.

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.