Microsoft Word Template - Prime Contract Allowance Package

Default Templates

Default Word Document: AllowancePackageDetails.dot
Upload Feature Category: Allowance Package

Important Things To Know Regarding Bookmarks and Mail Merge Fields

• All Bookmarks and Mail Merge Fields are optional.
• Bookmarks can be repeated with no limit on the number of times. Examples:
  • 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

Click here for options.

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 - Prime Contract Retainage Percentages, Original Contract Amounts, Damages|Incentives Per Day

• PrimeContractWorkRetainagePercent
• PrimeContractMaterialRetainagePercent
• PrimeContractSubtotal
• PrimeContractSubtotalSpelled
• PrimeContractTaxTotal
• PrimeContractTaxTotalSpelled
• PrimeContractTotal
• PrimeContractTotalSpelled
• PrimeContractGMP
• PrimeContractLiquidDamagesPerDay
• PrimeContractIncentivePerDay

Bookmarks - General Allowance Package Information

• AllowancePkgIssueDate
• AllowancePkgNumber
• AllowancePkgSubject
• AllowancePkgFollowUpDate
• AllowancePkgRequiredCompletionDate
• AllowancePkgActualCompletionDate

Bookmarks - Allowance Package - Issued By (Prime Company | Contractor)

• 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 Templates Only):

Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.

• IssuedByE_Signature
• IssuedByE_SignatureDate
• IssuedByE_Initial

Bookmarks - Allowance Package - Reviewed By (Owner | Client Deciding On Selection Options)

• ReviewedByPrefix
• ReviewedByFirstName
• ReviewedByMiddleName
• ReviewedByLastName
• ReviewedBySuffix
• ReviewedByContact
• ReviewedByTitle
• ReviewedByMobilePhone
• ReviewedByEmail
• ReviewedByCompanyCode
• ReviewedByCompany
• ReviewedByAddress1
• ReviewedByAddress2
• ReviewedByCity
• ReviewedByState
• ReviewedByZipCode
• ReviewedByCountry
• ReviewedByPhone
• ReviewedByPhone2
• ReviewedByFax
• ReviewedByWebsite
• ReviewedByGovTaxID

Special e-Sign Bookmark (Contract Admin and Procurement Templates Only):

Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.

• ReviewedByE_Signature
• ReviewedByE_SignatureDate
• ReviewedByE_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 Templates Only):

Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.

• ArchitectE_Signature
• ArchitectE_SignatureDate
• ArchitectE_Initial

Bookmarks - Allowance Package Items Summary and Budget Information

• ItemsCount
• ItemsSubtotal
• ItemsTax
• ItemsTotal
• ItemsContractSubtotalLessCostBudget

• ItemsCostBudgetMatlTotal
• ItemsCostBudgetLbrTotal
• ItemsCostBudgetEqpTotal
• ItemsCostBudgetSubTotal
• ItemsCostBudgetOtherTotal
• ItemsCostBudgetTotal

Bookmarks - Allowance Package Selection Options Summary and Budget Variance Information

• SelectedCount
• SelectedSubtotal
• SelectedContractSubtotalLessCostBudget

• SelectedOptionsCostBudgetMatlTotal
• SelectedOptionsCostBudgetLbrTotal
• SelectedOptionsCostBudgetEqpTotal
• SelectedOptionsCostBudgetSubTotal
• SelectedOptionsCostBudgetOtherTotal
• SelectedOptionsCostBudgetTotal

• SelectedImpactContractSubtotal
• SelectedImpactCostBudgetTotal

Mail Merge Fields - Allowance Package Items and Selection Options

Merge Table Start and End Tags: AllowanceItems

• ItemNumber
• ItemDescription
• ItemUPC
• ItemManufacturer
• ItemManufacturerPartNumber
• ItemUnit
• ItemQuantity
• ItemUnitPrice
• ItemSubtotal
• ItemTaxTotal
• ItemTotal
• ItemContractSubtotalMinusCostBudget
• ItemCostCode
• ItemTaxCode

• ItemCostBudgetMatlTotal
• ItemCostBudgetLbrTotal
• ItemCostBudgetEqpTotal
• ItemCostBudgetSubTotal
• ItemCostBudgetOtherTotal
• ItemCostBudgetTotal

• SelectedOptionNumber
• SelectedOptionDescription
• SelectedOptionUPC
• SelectedOptionManufacturer
• SelectedOptionManufacturerPartNumber
• SelectedOptionUnit
• SelectedOptionQuantity
• SelectedOptionUnitPrice
• SelectedOptionSubtotal
• SelectedOptionContractSubtotalMinusCostBudget

• SelectedOptionCostBudgetMatlTotal
• SelectedOptionCostBudgetLbrTotal
• SelectedOptionCostBudgetEqpTotal
• SelectedOptionCostBudgetSubTotal
• SelectedOptionCostBudgetOtherTotal
• SelectedOptionCostBudgetTotal

• SelectedOptionImpactContractSubtotal
• SelectedOptionImpactCostBudgetTotal

• RefCONumber
• RefCOItemNumber

• Selection Option Items:
  • Mail Merge Sub-Table Start and End Tags: SelectionOptions
  • Mail Merge Sub-Table Fields:
    • OptionNumber
    • OptionDescription
    • OptionUPC
    • OptionManufacturer
    • OptionManufacturerPartNumber
    • OptionUnit
    • OptionQuantity
    • OptionUnitPrice
    • OptionSubtotal
    • OptionContractSubtotalMinusCostBudget
    • OptionSelected  Note:Yes or No Result
    
    
    • OptionCostBudgetMatlTotal
    • OptionCostBudgetLbrTotal
    • OptionCostBudgetEqpTotal
    • OptionCostBudgetSubTotal
    • OptionCostBudgetOtherTotal
    • OptionCostBudgetTotal

Mail Merge Table - Linked Documents and Images

Only linked files and images that have grant access checked will be shown in the report.

Linked Documents Listing

Merge Table Start and End Tags: LinkedDocuments

Merge Fields:

• DocumentName
• DocumentDescription
• DocumentUploadedBy
• DocumentUploadDate

Linked Images Listing

Merge Table Start and End Tags: LinkedImages

Merge Fields:

• DocumentName
• DocumentDescription
• DocumentUploadedBy
• DocumentUploadDate
• DocumentImage

Example Microsoft Word Template Showing Both Mail Merge Table Options