Prime contract change order (CO) Microsoft Word template

Default template 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

View the applicable mail merge fields for the proposed items.

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

View the applicable mail merge fields for the proposed items.

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

View the applicable mail merge fields for the proposed items.

Proposed items summed by owner code:

  • Default Microsoft Word template: CO-ItemsSummedByOwnerCode.dot

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

View the applicable mail merge fields for the proposed items.

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
Project classifications can be inserted using either bookmark or a mail merge table. Learn more about the project classification bookmarks and mail merge options.

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

    Value shown as number of days or TBD only.

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

Learn more about the breakdown of COTaxTotal per tax code.

  • PreviousCOSubtotal
  • PreviousCOSubtotalSpelled
  • PreviousCOTaxTotal
  • PreviousCOTotal
  • PreviousCOTotalSpelled
  • PreviousRevisedPrimeContractSubtotal
  • PreviousRevisedPrimeContractSubtotalSpelled
  • PreviousRevisedPrimeContractTaxTotal
  • PreviousRevisedPrimeContractTotal
  • PreviousRevisedPrimeContractTotalSpelled
  • CurrentRevisedPrimeContractSubtotal
  • CurrentRevisedPrimeContractSubtotalSpelled
  • CurrentRevisedPrimeContractTaxTotal
  • CurrentRevisedPrimeContractTotal
  • CurrentRevisedPrimeContractTotalSpelled

Mail merge table

Merge table start and end tags: CODetails

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

The following cost rates and totals exclude markups such as profit or fees, so they typically do not appear on the CO proposal:

  • ItemMatlCostRate
  • ItemMatlCostTotal
  • ItemLbrBaseCostRate
  • ItemLbrBurdenCostRate
  • ItemLbrBaseCostTotal
  • ItemLbrBurdenCostTotal
  • ItemLbrCostTotal
  • ItemEqpBaseCostRate
  • ItemEqpBurdenCostRate
  • ItemEqpBaseCostTotal
  • ItemEqpBurdenCostTotal
  • ItemEqpCostTotal
  • ItemSubCostRate
  • ItemSubCostTotal
  • ItemOtherCostRate
  • ItemOtherCostTotal
  • ItemCostRate
  • ItemCostTotal

Merge table start and end tags: COItemsSummary

  • JCCOrderNumber
  • JCCCode
  • JCCDescription
  • JCCQuantity
  • JCCUnit
  • JCCSubtotal
  • JCCTaxTotal
  • JCCTotal

The following cost rates and totals exclude markups such as profit or fees, so they typically do not appear on the CO proposal:

  • JCCMatlCostTotal
  • JCCLbrBaseCostTotal
  • JCCLbrBurdenCostTotal
  • JCCLbrCostTotal
  • JCCEqpBaseCostTotal
  • JCCEqpBurdenCostTotal
  • JCCEqpCostTotal
  • JCCSubCostTotal
  • JCCOtherCostTotal
  • JCCCostTotal

Merge table start and end tags: COItemsSummary

  • DivCode
  • DivDescription
  • DivSubtotal
  • DivTaxTotal
  • DivTotal

The following cost rates and totals exclude markups such as profit or fees, so they typically do not appear on the CO proposal:

  • DivMatlCostTotal
  • DivLbrBaseCostTotal
  • DivLbrBurdenCostTotal
  • DivLbrCostTotal
  • DivEqpBaseCostTotal
  • DivEqpBurdenCostTotal
  • DivEqpCostTotal
  • DivSubCostTotal
  • DivOtherCostTotal
  • DivCostTotal

Merge table start and end tags: COItemsSummary

  • OwnerOrderNumber
  • OwnerCode
  • OwnerDescription
  • OwnerSubtotal
  • OwnerTaxTotal
  • OwnerTotal

The following cost rates and totals exclude markups such as profit or fees, so they typically do not appear on the CO proposal:

  • OwnerMatlCostTotal
  • OwnerLbrBaseCostTotal
  • OwnerLbrBurdenCostTotal
  • OwnerLbrCostTotal
  • OwnerEqpBaseCostTotal
  • OwnerEqpBurdenCostTotal
  • OwnerEqpCostTotal
  • OwnerSubCostTotal
  • OwnerOtherCostTotal
  • OwnerCostTotal

Posted March 17, 2026 © 2026 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.