Prime contract Microsoft Word template
Default template and upload category
Cost Plus with or without GMP items:
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Default Microsoft Word template:
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With GMP items: PrimeContract-CostPlus-WithGMP-ItemDetails.dot
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Without GMP items: PrimeContract-CostPlus-WithoutGMP.dot
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Upload feature category: Prime Contract - Cost Plus
View the applicable mail merge fields for the proposed items, original cost and hour budgets, and listed documents.
Fixed Lump Sum with original contract items listed by item number:
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Default Microsoft Word template: PrimeContract-FLS-ItemDetails.dot
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Upload feature category: Prime Contract - Fixed Lump Sum - Item Details
View the applicable mail merge fields for the proposed items, original cost and hour budgets, and listed documents.
Fixed Lump Sum with original contract items summed by job cost code:
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Default Microsoft Word template: PrimeContract-FLS-ItemsSummedByCostCode.dot
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Upload feature category: Prime Contract - Fixed Lump Sum - Items Summed By Job Cost Code
View the applicable mail merge fields for the proposed items, original cost and hour budgets, and listed documents.
Fixed Lump Sum with original contract items summed by internal division code:
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Default Microsoft Word template: PrimeContract-FLS-ItemsSummedByDivCode.dot
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Upload feature category: Prime Contract - Fixed Lump Sum - Items Summed By Internal Division Code
View the applicable mail merge fields for the proposed items, original cost and hour budgets, and listed documents.
Fixed Lump Sum original contract items summed by owner cost code:
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Default Microsoft Word template: PrimeContract-FLS-ItemsSummedByOwnerCode.dot
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Upload feature category: Prime Contract - Fixed Lump Sum - Items Summed By Owner Code
View the applicable mail merge fields for the proposed items, original cost and hour budgets, and listed documents.
Unit Price with unit price items listed by item number:
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Default Microsoft Word template: PrimeContract-UnitPrice-ItemDetails.dot
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Upload feature category: Prime Contract - Unit Price - Item Details
View the applicable mail merge fields for the proposed items, original cost and hour budgets, and listed documents.
About bookmarks and mail merge fields
- All bookmarks and mail merge fields are optional.
- There's no limit on the number of times that bookmarks can be repeated. For example:
- CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
- ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX
Bookmarks
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
- IssuedByPrefix
- IssuedByFirstName
- IssuedByMiddleName
- IssuedByLastName
- IssuedBySuffix
- IssuedByContact
- IssuedByTitle
- IssuedByMobilePhone
- IssuedByEmail
- IssuedByCompanyCode
- IssuedByCompany
- IssuedByAddress1
- IssuedByAddress2
- IssuedByCity
- IssuedByState
- IssuedByZipCode
- IssuedByCountry
- IssuedByPhone
- IssuedByPhone2
- IssuedByFax
- IssuedByWebsite
- IssuedByGovTaxID
Special e-Sign bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- IssuedByE_Signature
- IssuedByE_SignatureDate
- IssuedByE_Initial
- IssuedToPrefix
- IssuedToFirstName
- IssuedToMiddleName
- IssuedToLastName
- IssuedToSuffix
- IssuedToContact
- IssuedToTitle
- IssuedToMobilePhone
- IssuedToEmail
- IssuedToCompanyCode
- IssuedToCompany
- IssuedToAddress1
- IssuedToAddress2
- IssuedToCity
- IssuedToState
- IssuedToZipCode
- IssuedToCountry
- IssuedToPhone
- IssuedToPhone2
- IssuedToFax
- IssuedToWebsite
- IssuedToGovTaxID
Special e-Sign bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- IssuedToE_Signature
- IssuedToE_SignatureDate
- IssuedToE_Initial
- ArchitectPrefix
- ArchitectFirstName
- ArchitectMiddleName
- ArchitectLastName
- ArchitectSuffix
- ArchitectContact
- ArchitectTitle
- ArchitectMobilePhone
- ArchitectEmail
- ArchitectCompanyCode
- ArchitectCompany
- ArchitectAddress1
- ArchitectAddress2
- ArchitectCity
- ArchitectState
- ArchitectZipCode
- ArchitectCountry
- ArchitectPhone
- ArchitectPhone2
- ArchitectFax
- ArchitectWebsite
- ArchitectGovTaxID
Special e-Sign bookmarks for Contract Admin and Procurement module templates only
The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:
- ArchitectE_Signature
- ArchitectE_SignatureDate
- ArchitectE_Initial
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
- PrimeContractOwnerPORef
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
- PrimeContractIssueDate
- PrimeContractIssueDateSpelled
- PrimeContractStatus
- PrimeContractSignedDate
- PrimeContractSignedDateSpelled
- PrimeContractNTPDate
- PrimeContractEstStartDate
- PrimeContractEstSubstantialCompletion
- PrimeContractEstFinishDate
- PrimeContractWorkRetainagePercent
- PrimeContractMaterialRetainagePercent
- PrimeContractSubtotal
- PrimeContractSubtotalSpelled
- PrimeContractTaxTotal
- PrimeContractTaxTotalSpelled
- PrimeContractTotal
- PrimeContractTotalSpelled
- PrimeContractGMP
- PrimeContractLiquidDamagesPerDay
- PrimeContractIncentivePerDay
Learn more about the breakdown of PrimeContractTaxTotal per tax code.
Mail merge table
Merge table start and end tags: ContractItems
- ItemNumber
- ItemCode
- ItemDescription
- ItemUnit
- ItemQuantity
- ItemUnitPrice
- ItemSubtotal
- ItemTaxTotal
- ItemTotal
- ItemCostCode
- ItemTaxCode
Merge table start and end tags: ItemsSummary
- JCCOrderNumber
- JCCCode
- JCCDescription
- JCCQuantity
- JCCUnit
- JCCSubtotal
- JCCTaxTotal
- JCCTotal
Merge table start and end tags: ItemsSummary
- DivCode
- DivDescription
- DivSubtotal
- DivTaxTotal
- DivTotal
Merge table start and end tags: ItemsSummary
- OwnerOrderNumber
- OwnerCode
- OwnerDescription
- OwnerSubtotal
- OwnerTaxTotal
- OwnerTotal
Merge table start and end tags: UnitPrices
- ItemNumber
- ItemCode
- ItemDescription
- ItemUnit
- ItemEstQuantity
- ItemUnitPrice
- ItemEstSubtotal
- ItemEstTaxTotal
- ItemEstTotal
- ItemCostCode
- ItemTaxCode
Merge table start and end tags: Budgets
- CostCodeNumber
- CostCode
- CostCodeDescription
- CostCodeQuantity
- CostCodeUnit
- OriginalBudgetMCostTotal
- OriginalBudgetLBaseCostTotal
- OriginalBudgetLBurdenCostTotal
- OriginalBudgetLCostTotal
- OriginalBudgetEBaseCostTotal
- OriginalBudgetEBurdenCostTotal
- OriginalBudgetECostTotal
- OriginalBudgetSCostTotal
- OriginalBudgetOCostTotal
- OriginalBudgetCostTotal
- OriginalBudgetLHrs
- OriginalBudgetEHrs
Merge table start and end tags: Documents
- DocumentNumber
- DocumentDate
- DocumentDescription
- DocumentPages