Create a Scope of Works (SoW) template

Scope of Works (SoW) templates can be created and reused by your project team members across all your organisation's projects.

To create an SoW template, follow the steps below.

Step 1:  Navigate to a bid package

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

Step 2:  Add Scope of Works (SoW) breakdown

In order to create an SoW template, you must first add sections and items to your SoW breakdown.

Step 3:  Save your Scope of Works (SoW) as a template

To save your SoW as a template, click the "SAVE AS TEMPLATE" button, add a name for your template and click the "SAVE" button.

Your template can be viewed by clicking the "IMPORT TEMPLATE" button and selecting "Company templates" from the menu.

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