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Adding the Scope of Work
A
Written by Ashok P
Updated over 9 months ago

When in the NPW you only have the option to enter unformatted text into the Scope of Work field. This can be manually typed, copied/pasted, or Snippets can be inserted.

If you want to add or update the Scope of Work once the Project file has been saved, you can click Open > Scope of Work in the Project tab of the Project Editor.

open scope.jpg

This will open the Manage Project Scope of Work form. This will default to the Text format interface, which is the unformatted text field.

scope form.jpg

Creating/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 that will be populated with whatever text you have already entered in the Text format interface.

create rtf.jpg

If you choose Yes the RTF file will automatically be created for you and await further edits via the Open button on the ribbon.

This will open the file in WordPad.

open rtf.jpg

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.

sample.jpg

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. Also, do not create your Scope of Work in Word and 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 copy/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:

bad text.jpg

Export/Import

You can use the Export and Import buttons to re-use or add the Scope of Work RTF files.

export import.jpg

When you click Export you will be prompted to name the Scope of Work file.

export.jpg

When you click Import you will be able to choose from all previously exported Scope of Work RTF files.

import.jpg

Engineering/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.

installer engineering.jpg

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.

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