Microsoft Word Template - Prime Contract Change Order (CO)

Default Templates

Proposed Items Listed by Item #

Default Word Document: CO-ItemDetails.dot
Default Word Document 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 Word Document: 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 Word Document: 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 Word Document: CO-ItemsSummedByOwnerCode.dot
Upload Feature Category: Change Order (CO) - Items Summed By Owner Code
Mail Merge Fields: View

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 - 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 - 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 - CO Issued By (Owner | 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 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 - CO Issued To (Prime Company | 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 Templates Only):

Bookmarks listed below 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

Click here for details.

Bookmarks - Previous Approved CO Summary Bookmarks

PreviousCOSubtotal
PreviousCOSubtotalSpelled
PreviousCOTaxTotal
PreviousCOTotal
PreviousCOTotalSpelled

Bookmarks - Previous Revised Contract Bookmarks

PreviousRevisedPrimeContractSubtotal
PreviousRevisedPrimeContractSubtotalSpelled
PreviousRevisedPrimeContractTaxTotal
PreviousRevisedPrimeContractTotal
PreviousRevisedPrimeContractTotalSpelled

Bookmarks - Current Revised Contract Bookmarks

CurrentRevisedPrimeContractSubtotal
CurrentRevisedPrimeContractSubtotalSpelled
CurrentRevisedPrimeContractTaxTotal
CurrentRevisedPrimeContractTotal
CurrentRevisedPrimeContractTotalSpelled

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