Import a Scope of Works (SoW) template

To import 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: Select your template and click the "IMPORT" button

After locating the template you wish to import, click the small check circle on the left-hand side of the template line item and then click the "SELECT" button on the bottom right-hand side of the dialogue.

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