Home > SI Documentation (v14) > User Guide > Projects > Project Editor > Project Tab > Scope of Work

Scope of Work

The Scope of Work can be two things in SI, either a field where you enter unformatted text, or a Rich Text Format (RTF) file associated with the Project. The Scope of Work is used to populate the Scope of Work Document report in SI.

 

In the New Project Wizard (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.

 

npw scope.jpg

 

Once the Project file has been saved, you can open the Project in the Project Editor and modify the Scope of Work via the Open->Scope of Work from the Project tab:

 

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:

 

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

Remarks

 

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 as an RTF and attach 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 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 create and re-use 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 exports Scope of Work RTF files:

 

import.jpg

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