To import an SoW template via CSV, follow the steps below.
Note: we recommend reading "Create a Scope of Works (SoW) template via Excel file" before following this article.
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 "UPLOAD" and select your template file
Click the "UPLOAD" button and select your saved template from the file explorer.
You can then make any changes to the template, then click the "IMPORT" button to import it in to your SoW.
If you have any questions about importing scope templates, shoot us an email at firstname.lastname@example.org and our customer success team will be in touch.
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