Microsoft Word Template - Prime Contract Invoice - Cost Plus - Details Grouped By Job Cost Code

Default Templates:

  • Cost Plus Without GMP:   PrimeInvoice-CostPlus-ItemsGroupedByCostCode.dot
  • Cost Plus With GMP:   PrimeInvoice-CostPlus-ItemsGroupedByCostCodeGMP.dot
  • Included in zip file but not used:   PrimeInvoice-CostPlus-ItemsGroupedByCostCodeGMPRetainage.dot

Upload Feature Category:   Prime Invoice - Cost Plus - Items Grouped By Job Cost Code


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 - Status and Dates

  • PrimeContractIssueDate
  • PrimeContractIssueDateSpelled
  • PrimeContractStatus
  • PrimeContractSignedDate
  • PrimeContractSignedDateSpelled
  • PrimeContractNTPDate
  • PrimeContractEstStartDate
  • PrimeContractEstSubstantialCompletion
  • PrimeContractEstFinishDate

Bookmarks - Prime Contract - Specific Address

  • PrimeContractAddress1
  • PrimeContractAddress2
  • PrimeContractCity
  • PrimeContractState
  • PrimeContractZipCode
  • PrimeContractCountry
  • PrimeContractPhone
  • PrimeContractFax

Bookmarks - Prime Contract - Referenced Architect

  • 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 Invoice - From Company/Contact (Prime Company aka Contractor)

  • FromPrefix
  • FromFirstName
  • FromMiddleName
  • FromLastName
  • FromSuffix
  • FromContact
  • FromTitle
  • FromMobilePhone
  • FromEmail
  • FromCompanyCode
  • FromCompany
  • FromAddress1
  • FromAddress2
  • FromCity
  • FromState
  • FromZipCode
  • FromCountry
  • FromPhone
  • FromPhone2
  • FromFax
  • FromWebsite
  • FromGovTaxID

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.

  • FromE_Signature
  • FromE_SignatureDate
  • FromE_Initial

Bookmarks - Prime Invoice - To Company/Contact (Client)

  • ToPrefix
  • ToFirstName
  • ToMiddleName
  • ToLastName
  • ToSuffix
  • ToContact
  • ToTitle
  • ToMobilePhone
  • ToEmail
  • ToCompanyCode
  • ToCompany
  • ToAddress1
  • ToAddress2
  • ToCity
  • ToState
  • ToZipCode
  • ToCountry
  • ToPhone
  • ToPhone2
  • ToFax
  • ToWebsite
  • ToGovTaxID

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.

  • ToE_Signature
  • ToE_SignatureDate
  • ToE_Initial

Bookmarks - Prime Invoice - Number, Dates, Terms, Comments

  • PrimeInvNumber
  • PrimeInvOrderNumber
  • PrimeInvDate
  • PrimeInvDateSpelled
  • PrimeInvPaymentDueDate
  • PrimeInvPaymentDueDateSpelled
  • PrimeInvTerms
  • PrimeInvPrintComments
  • PrimeInvInternalComments

Bookmarks - Prime Invoice - Gross Values - Current Work Completed

Bookmarks listed below do not include Retainage and Taxation.

  • PrimeInvCurrentTotal
  • PrimeInvCurrentTotalSpelled

Bookmarks - Prime Invoice - Retainage Percentages

  • PrimeInvWorkRetainagePercent
  • PrimeInvMaterialRetainagePercent     (Only applicable for Fixed Lump Sum Invoices)

Bookmarks - Prime Invoice - Retainage - Previous, Current, and Total

  • PrimeInvPreviousRetainTotal
  • PrimeInvCurrentRetainTotal
  • PrimeInvRetainTotal     (Includes Billed Retainage)

Bookmarks - Prime Invoice - Billed Retainage - Previous, Current, and Total

  • PrimeInvPreviousBilledRetainTotal
  • PrimeInvCurrentBilledRetainTotal
  • PrimeInvBilledRetainTotal

Bookmarks - Prime Invoice - Previous Net Values and Balance To Complete

  • PrimeInvPreviousLessRetainSubtotal
  • PrimeInvPreviousLessRetainTaxTotal
  • PrimeInvPreviousLessRetainTotal
  • PrimeInvPreviousBalanceToFinishSubtotal     (includes Retainage)
  • PrimeInvPreviousBalanceToFinishTaxTotal
  • PrimeInvPreviousBalanceToFinishTotal

Bookmarks - Prime Invoice - Current Net Values and Balance To Complete

  • PrimeInvCurrentLessRetainSubtotal
  • PrimeInvCurrentLessRetainSubtotalSpelled
  • PrimeInvCurrentLessRetainTaxTotal
  • PrimeInvCurrentLessRetainTaxTotalSpelled
  • PrimeInvCurrentLessRetainTotal
  • PrimeInvCurrentLessRetainTotalSpelled

Applicable to Fixed Lump Sum and Cost Plus With GMP invoices only.

  • PrimeInvPercentComplete
  • PrimeInvBalanceToFinishSOVGrossSubtotal
  • PrimeInvBalanceToFinishCOsGrossSubtotal
  • PrimeInvBalanceToFinishGrossSubtotal     (PrimeInvRevisedContractSubtotal - PrimeInvTotal)
  • PrimeInvBalanceToFinishSubtotal     (PrimeInvRevisedContractSubtotal - (PrimeInvTotal - PrimeInvRetainTotal))
  • PrimeInvBalanceToFinishTaxTotal
  • PrimeInvBalanceToFinishTotal
  • PrimeInvLessRetainSubtotal     (PrimeInvPreviousLessRetainSubtotal + PrimeInvCurrentLessRetainSubtotal)
  • PrimeInvLessRetainTaxTotal
  • PrimeInvLessRetainTotal

Bookmarks - Breakdown of PrimeInvCurrentLessRetainTaxTotal Per Tax Code

Click here for details.


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


Mail Merge Fields - Job Cost Codes and Invoice Details

Merge Table Start and End Tags: PrimeInvItemsGrouped

Job Cost Code Grouping Fields:

  • JCCID (Hidden | Required for populating corresponding items.)
  • JCCOrderNumber
  • JCCCode
  • JCCDescription
  • JCCTotal
  • JCCRetainage
  • JCCLessRetainageSubtotal
  • JCCLessRetainageTaxTotal
  • JCCLessRetainageTotal
  • Invoice Item Details:
    • Mail Merge Sub-Table Start and End Tags: PrimeInvItems
    • Mail Merge Sub-Table Fields:
      • ItemNumber
      • ItemCode
      • ItemDescription
      • ItemReference
      • ItemManufacturer
      • ItemManufacturerPartNumber
      • ItemUPC
      • ItemUnit
      • ItemQuantity
      • ItemUnitPrice
      • ItemRetainage
      • ItemLessRetainageSubtotal
      • ItemLessRetainageTaxTotal
      • ItemLessRetainageTotal
      • ItemTotal
      • ItemOriginalValue
      • ItemTaxCode
      • ItemCostCode
      • ItemCostCodeDesc
      • ItemCostCodeDiv
      • ItemCostCodeDivDesc
      • ItemOwnerCostCode