When you create a new project, you only have the option to enter unformatted text into the Scope of Work field.
If you want to add or update the scope of work once the project has been saved, you can click Open > Scope of Work in the Project tab of the Project Editor.
This will open the Manage Project Scope of Work form. This will default to the Text format interface, which is the unformatted text field.
Creating or Adding an RTF File
When you click the Scope of work is in RTF format (Rich Text) option, you will get the following prompt asking if you want to create a new RTF file.
This file will be populated with whatever text you have entered in the Text format interface.
If you choose Yes, the RTF file will automatically be created. You can edit this anytime.
This will open the file in WordPad.
If you choose No to the prompt, you can click the Attach button to browse to any RTF document you want, e.g., a scope of work template that you have created.
An example of a scope of work RTF document is shown below.
Do not copy and paste from Word directly into your RTF file. Although RTF files can be edited in Word, a lot of Word formatting is not compatible with Active Reports.
Do not create your scope of work in Word; save it as an RTF and attach it to a project. All editing should be done in WordPad.
If you already have text in Word that you want to paste into your RTF document, first paste it into a Notepad file, which will strip out all formatting, then paste it into the RTF file.
You can then format the text to your liking in the RTF file. A common issue with copying and pasting from Word into the RTF file is shown below.
Export and Import
You can use the Export button and the Import button to reuse or add the scope of work RTF files.
When you click Export, you will be prompted to name the scope of work file.
When you click Import, you can choose from all previously exported scope of work RTF files.
Engineering and Installer Scope of Work
These two options do not have a plain text option. You can create a new RTF file or attach an existing one.
Scope of Work Reports
There are three different Scope of Work Document reports: Scope of Work Document, Scope of Work Document (Engineering), and Scope of Work Document (Installer) in SI.
One is intended as a client-facing document while the other two are intended for internal communication.