Quick Add SOW and BOE to PBS elements
- On the Estimates page, above the PBS, click More Actions > Quick Add > WBS SOW or WBS BOE.
- Before adding BOE text to PBS elements, Link SOW/BOE To in your proposal's Configuration settings must be set to PBS.
- Enter the SOW or BOE information for each element in a separate row.
- An asterisk in a column name means that the information is required.
- If you're unsure what to enter, see the following table to learn more.
- Click Add WBS SOW or Add WBS BOE.
WBS* | Select the PBS element that the SOW or BOE will be added to. |
Content Options* | Select Append to add the content at the end of the existing SOW or BOE text. Select Replace to delete all existing text and replace it with the new content. |
Content | Click to open a text editor. In the editor, you can create the text from scratch, or you can click to import a Microsoft Word .docx file. |
Attachment | Click the button to open a file explorer and select an attachment. You can also drag a file from your computer to this area. |
Select Attachments | Click the button to select multiple attachments. Select them in a file explorer, or drag them from your computer. The files will appear in separate rows in the order you selected them. To select multiple attachments in a file explorer, hold Ctrl or Shift when you click the files. Or press Ctrl+A to select all files in a folder. |
Delete | To remove rows of information, select the rows, then click Delete. |
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