Create a Scope of Works (SoW) template via Excel file

Scope of Works (SoW) templates can also be created via CSV and then imported into your bid package.

To create a Scope of Works CSV 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 "Import CSV" from the menu.

Step 3:  Click the "GET TEMPLATE" button

To download an empty Scope of Works CSV template, click the "GET TEMPLATE" button in the dialogue.

Step 4:  Open CSV template and add sections/items

Open the Scope of Works (SoW) CSV template and start adding sections and items.

The CSV template includes the related column headings, showing where to place your scope sections and items.

Sections are listed on the very left-hand column, with the related items listed on the right-hand side. Item units can be selected for items in the third column from the left.

Step 5:  Save your template

Save your template as an .xls, .xlsx or .csv file.

If you have any questions about Scope of Works (SoW) CSV templates, shoot us an email at [e-mail] and our customer success team will be in touch.