How to Upload Your Own Scope Templates to Eano Pro

Steps to Upload Your Scope Templates

1. Navigate to the Scope Template Section

• Log in to your Eano Pro account.
• Click on the Resource icon in the left navigation menu.
• Click on Scope Templates in the dropdown menu.

2. Start a New Scope Template Upload

• On the Scope Templates page, click the AI-Generated Templates.
• Browse your local files and select the scope template file you want to upload.
• Supported file formats include PDF, Word, and Excel.
• Click Upload to import the file into Eano Pro.

3. Review and Edit the Scope Template

• Once uploaded, the template will be generated with the AI tool in 24 hours in the Eano Pro system.
• You can manually edit details such as:
  • Template name
  • Project phases
  • Budget breakdown
  • Line items and descriptions
• Click Save to finalize the changes.

AI-Powered Scope Generation

Eano Pro’s AI technology can automatically generate a scope template based on the file uploaded by the GC. Here’s how it works:

1. Upload a Relevant File
   • When you upload a project-related document (such as a past scope template or estimate), Eano Pro’s AI will analyze the content.
2. AI Processing
   • The AI system extracts key details such as project type, budget allocation, and line items.
   • It then generates a structured scope template based on the extracted data.
3. Review and Customize
   • Once the AI-generated scope template is ready, you can review and make any necessary modifications.
   • Adjust descriptions, pricing, and timelines as needed.
4. Save and Use
   • Once satisfied, click Save and the scope template will be available for use in your projects.

By using Eano Pro’s scope template upload feature and AI-powered generation tool, you can save time, maintain consistency, and enhance project efficiency.

Read this article for more helpful information on creating an estimate: How to Create an Opportunity and an Estimate.