Parse a SOW

Prerequisites

The parse function requires a structured Microsoft Word or similar text document. Typically this is a numbered outline or hierarchy of codes with a short name or title for the code similar to a table of contents and a set of related paragraphs.

1 Title for Level 1 Item
  Text paragraphs
1.1 Title for Level 2 Item
  Text paragraphs
1.2 Title for Level 2 Item
  Text paragraphs
2 Title for Next Level 1 Item
  Text paragraphs
3 Title for Next Level 1 Item
3.1 Title for Level 2 Item
3.1.1 Title for Level 3 Item
3.1.1.1 Title for Level 4 Item
  Text paragraphs
... Content continues

Using this example, the content is parsed in the following manner:

  • The outline number becomes the structure Code.
  • The title becomes the structure Description. Or, the Description contains the text associated with the outline number.
  • Clicking Documentation in the Add Code window displays the complete set of data (outline number, title, and text) for the selected code.
  1. Select Project Data > Codes in the Navigation Menu. The Manage Codes tab window displays. The bottom pane displays a list of the available user defined code structures, Boolean fields, and date fields.
  2. Click New in the Ribbon Menu.
  3. Enter a Name and Description.
  4. Select SOW/Register from the Category dropdown.
  5. Click Save in the Ribbon Menu. The new code structure is added to the list of items in the bottom pane.
  6. Select the new code structure row in the bottom pane.
  7. Click Edit Codes in the Ribbon Menu. The Add Code window displays.
  8. Click SOW in the Ribbon Menu. A separate document Template window displays.
  9. Click Open in the Ribbon Menu.
  10. Navigate to the structured document file with the content you want to parse, select the file and click Open. The document content displays in the left pane.
  11. Select the text content you want to parse in the left pane and click Parse in the Ribbon Menu. The parsed content displays in the right pane.
  12. Optional. Make any adjustments to the parsed content in the right pane.
  13. Click Save. The Add Code window displays.
  14. Optional. Review the code structure hierarchy and documentation content. Select a code in the hierarchy and click the Documentation ellipsis button. The separate document Template window displays with the parsed text for the code. If you make any changes to the text, click OK to close to Template window, and then click Save in the Add Code window.
  15. Click Close.
  16. Optional. Close the Manage Codes tab.