Prime contract Microsoft Word template
Default templates and upload category
Cost Plus with or without GMP items
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
Upload feature category: Prime Contract - Cost Plus
Mail merge table:
Fixed Lump Sum with original contract items listed by item number
Default Microsoft Word template: PrimeContract-FLS-ItemDetails.dot
Upload feature category: Prime Contract - Fixed Lump Sum - Item Details
Mail merge table:
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Original contract items: View
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Original cost and hour budgets: View
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Listed documents in prime contract: View
Fixed Lump Sum with original contract items summed by job cost code
Default Microsoft Word template: PrimeContract-FLS-ItemsSummedByCostCode.dot
Upload feature category: Prime Contract - Fixed Lump Sum - Items Summed By Job Cost Code
Mail merge table:
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Grouped and summed contract items: View
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Original cost and hour budgets: View
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Listed documents in prime contract: View
Fixed Lump Sum with original contract items summed by internal division code
Default Microsoft Word template: PrimeContract-FLS-ItemsSummedByDivCode.dot
Upload feature category: Prime Contract - Fixed Lump Sum - Items Summed By Internal Division Code
Mail merge table:
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Grouped and summed contract items: View
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Original cost and hour budgets: View
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Listed documents in prime contract: View
Fixed Lump Sum original contract items summed by owner cost code
Default Microsoft Word template: PrimeContract-FLS-ItemsSummedByOwnerCode.dot
Upload feature category: Prime Contract - Fixed Lump Sum - Items Summed By Owner Code
Mail merge table:
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Grouped and summed contract items: View
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Original cost and hour budgets: View
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Listed documents in prime contract: View
Unit Price with unit price items listed by item number
Default Microsoft Word template: PrimeContract-UnitPrice-ItemDetails.dot
Upload feature category: Prime Contract - Unit Price - Item Details
Mail merge table:
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Grouped and summed contract items: View
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Original cost and hour budgets: View
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Listed documents in prime contract: View
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 - General project information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
Bookmarks and mail merge table options - Project classifications
Learn more about your options here.
Bookmarks - Prime contract issued by (owner or client)
- 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 bookmark (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
Bookmarks - Prime contract issued to (contractor)
- 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 bookmark (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
Bookmarks - Architect referenced on prime contract
- 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 bookmark (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
Bookmarks - Prime contract number, type, subject, and scope
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
- PrimeContractOwnerPORef
Bookmarks - Prime contract specific address
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
Bookmarks - Prime contract status and dates
- PrimeContractIssueDate
- PrimeContractIssueDateSpelled
- PrimeContractStatus
- PrimeContractSignedDate
- PrimeContractSignedDateSpelled
- PrimeContractNTPDate
- PrimeContractEstStartDate
- PrimeContractEstSubstantialCompletion
- PrimeContractEstFinishDate
Bookmarks - Retainage percentages, original contract amounts, and damages or incentives per day
- PrimeContractWorkRetainagePercent
- PrimeContractMaterialRetainagePercent
- PrimeContractSubtotal
- PrimeContractSubtotalSpelled
- PrimeContractTaxTotal
- PrimeContractTaxTotalSpelled
- PrimeContractTotal
- PrimeContractTotalSpelled
- PrimeContractGMP
- PrimeContractLiquidDamagesPerDay
- PrimeContractIncentivePerDay
Bookmarks - Breakdown of PrimeContractTaxTotal per tax code
Learn more here.