Quick Add SOW and BOE in PBS elements

Before adding BOE text to proposal breakdown structure (PBS) elements, Link SOW/BOE To in the Configuration proposal settings must be set to PBS.

Use Quick Add to change the SOW or BOE information for multiple PBS elements at once. Alternatively, you can add SOW or BOE information to PBS elements one by one, but you'll save more time with Quick Add.

1. On the Estimates page, click Add > Quick Add > WBS SOW or WBS BOE.
   • Your button in the menu will be labeled differently if you renamed the PBS.
2. 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.
3. 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 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.