Prime contract change order (CO) Microsoft Word template

Default templates and upload category

Proposed items listed by item number

Default Microsoft Word template: CO-ItemDetails.dot

Default Microsoft Word template with tax broken out: CO-ItemDetails-TaxShown.dot

Upload feature category: Change Order (CO) - Item Details

Mail Merge Fields: View

Proposed items summed by job cost code

Default Microsoft Word template: CO-ItemsSummedByCostCode.dot

Upload feature category: Change Order (CO) - Items Summed By Job Cost Code

Mail Merge Fields: View

Proposed items summed by internal division code

Default Microsoft Word template: CO-ItemsSummedByDivCode.dot

Upload feature category: Change Order (CO) - Items Summed By Internal Division Code

Mail Merge Fields: View

Proposed items summed by owner code

Default Microsoft Word template: CO-ItemsSummedByOwnerCode.dot

Upload feature category: Change Order (CO) - Items Summed By Owner Code

Mail Merge Fields: 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 - 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 - Prime contract retainage percentages, original contract amounts, and damages or incentives per day

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

Bookmarks - CO 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 - CO issued to (prime company or 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 - General CO information

  • CONumber
  • COOrderNumber
  • COIssueDate
  • COInitiatedBy
  • COSubject
  • CODescription
  • CORefDrawing
  • CORefLocation
  • CORefRFI
  • CORefSpecSection
  • CORefOther
  • COStatus
  • COSignedDate

Bookmarks - Current CO schedule and financial impact information

  • COScheduleImpact
  • COScheduleImpactSimple

    No descriptive text, just simple # of days or TBD.

  • COSubtotal
  • COSubtotalSpelled
  • COTaxTotal
  • COTaxTotalSpelled
  • COTotal
  • COTotalSpelled

Bookmarks - Breakdown of COTaxTotal per tax code

Learn more here.

Bookmarks - Previous approved CO summary

  • PreviousCOSubtotal
  • PreviousCOSubtotalSpelled
  • PreviousCOTaxTotal
  • PreviousCOTotal
  • PreviousCOTotalSpelled

Bookmarks - Previous revised contract

  • PreviousRevisedPrimeContractSubtotal
  • PreviousRevisedPrimeContractSubtotalSpelled
  • PreviousRevisedPrimeContractTaxTotal
  • PreviousRevisedPrimeContractTotal
  • PreviousRevisedPrimeContractTotalSpelled

Bookmarks - Current revised contract

  • CurrentRevisedPrimeContractSubtotal
  • CurrentRevisedPrimeContractSubtotalSpelled
  • CurrentRevisedPrimeContractTaxTotal
  • CurrentRevisedPrimeContractTotal
  • CurrentRevisedPrimeContractTotalSpelled

Posted June 03, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.