Microsoft Word Template - Prime Contract Invoice - Fixed Lump Sum - Item Details Summarized By Owner Code

Default Templates:

  • Standard: PrimeInvoice-FLS-ItemsSummedByOwnerCode.dot
  • Simple Format: PrimeInvoice-FLS-ItemsSummedByOwnerCode-Simple.dot
  • With CO Summary Table: PrimeInvoice-FLS-ItemsSummedByOwnerCode-COSummary.dot
  • With Tax Broken Out On Page 1: PrimeInvoice-FLS-ItemsSummedByOwnerCode-TaxShown.dot

Upload Feature Category: Prime Invoice - Fixed Lump Sum - Items Summed By Owner 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 Contract - Retainage Percentages, Original Contract Amounts, Damages|Incentives Per Day

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

Bookmarks - Prime Invoice - From Company/Contact (Prime Company | 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 (Owner | 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 - Previous and Current Change Orders

  • PrimeInvPreviousCOSubtotal
  • PrimeInvPreviousCOTaxTotal
  • PrimeInvPreviousCOTotal
  • PrimeInvCurrentCOSubtotal
  • PrimeInvCurrentCOTaxTotal
  • PrimeInvCurrentCOTotal

Bookmarks - Prime Invoice - Revised Contract Totals

  • PrimeInvOriginalContractSubtotal
  • PrimeInvOriginalContractTaxTotal
  • PrimeInvOriginalContractTotal
  • PrimeInvNetChangesSubtotal     (PrimeInvPreviousCOSubtotal + PrimeInvCurrentCOSubtotal)
  • PrimeInvNetChangesTaxTotal     (PrimeInvPreviousCOTaxTotal + PrimeInvCurrentCOTaxTotal)
  • PrimeInvNetChangesTotal     (PrimeInvPreviousCOTotal + PrimeInvCurrentCOTotal)
  • PrimeInvRevisedContractSubtotal
  • PrimeInvRevisedContractTaxTotal
  • PrimeInvRevisedContractTotal

Bookmarks - Prime Invoice - Gross Values - Previous Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

  • PrimeInvPreviousWorkTotal
  • PrimeInvPreviousStoredTotal
  • PrimeInvPreviousTotal
  • PrimeInvPreviousBilledScheduleOfValues
  • PrimeInvPreviousBilledCOs

Bookmarks - Prime Invoice - Gross Values - Current Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

  • PrimeInvCurrentWorkTotal
  • PrimeInvCurrentStoredTotal
  • PrimeInvCurrentTotal
  • PrimeInvCurrentTotalSpelled
  • PrimeInvCurrentBilledScheduleOfValues
  • PrimeInvCurrentBilledCOs

Bookmarks - Prime Invoice - Gross Values - Total Work Completed and Stored Materials

Bookmarks listed below do not include Retainage and Taxation.

  • PrimeInvWorkTotal
  • PrimeInvStoredTotal
  • PrimeInvTotal     (PrimeInvWorkTotal + PrimeInvStoredTotal)
  • PrimeInvTotalBilledScheduleOfValues
  • PrimeInvTotalBilledCOs

Bookmarks - Prime Invoice - Retainage Percentages

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

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

Stored refers to Stored Materials.

  • PrimeInvPreviousRetainWorkTotal
  • PrimeInvPreviousRetainStoredTotal
  • PrimeInvPreviousRetainTotal
  • PrimeInvCurrentRetainWorkTotal
  • PrimeInvCurrentRetainStoredTotal
  • PrimeInvCurrentRetainTotal
  • PrimeInvRetainWorkTotal     (Includes Billed Retainage)
  • PrimeInvRetainStoredTotal     (Includes Billed Retainage)
  • PrimeInvRetainTotal     (Includes Billed Retainage)

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

  • PrimeInvPreviousBilledRetainWorkTotal
  • PrimeInvPreviousBilledRetainStoredTotal
  • PrimeInvPreviousBilledRetainTotal
  • PrimeInvCurrentBilledRetainWorkTotal
  • PrimeInvCurrentBilledRetainStoredTotal
  • PrimeInvCurrentBilledRetainTotal
  • PrimeInvBilledRetainWorkTotal
  • PrimeInvBilledRetainStoredTotal
  • 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 Table Fields - Owner Codes

Merge Table Start and End Tags: PrimeInvItemsSummary

Merge fields listed below do not include Taxation.

  • OwnerOrderNumber
  • OwnerCode
  • OwnerDescription
  • OwnerOriginalValue     (Sum of Original Contract Items By Owner Code)
  • OwnerNetChangeValue     (Sum of Approved CO Items By Owner Code)
  • OwnerRevisedContractTotal     (OwnerOriginalValue + OwnerNetChangeValue)
  • OwnerRevisedContractTotalPercentOfContract     ((OwnerRevisedContractTotal / PrimeInvRevisedContractSubtotal) * 100)
  • OwnerPreviousWorkTotal     (Excludes Retainage)
  • OwnerPreviousStoredTotal     (Excludes Retainage)
  • OwnerPreviousTotal     (OwnerPreviousWorkTotal + OwnerPreviousStoredTotal)
  • OwnerPreviousPercentComplete     ((OwnerPreviousTotal / OwnerRevisedContractTotal) * 100)
  • OwnerPreviousRetainWorkTotal
  • OwnerPreviousRetainStoredTotal
  • OwnerPreviousRetainTotal     (OwnerPreviousRetainWorkTotal + OwnerPreviousRetainStoredTotal)
  • OwnerPreviousTotalLessRetain     (OwnerPreviousTotal - OwnerPreviousRetainTotal)
  • OwnerCurrentScheduleValueTotal     (Current Original Contract Items Invoice Total)
  • OwnerCurrentScheduleValueRetainTotal     (Current Original Contract Items Retainage)
  • OwnerCurrentScheduleValueTotalLessRetain     (OwnerCurrentScheduleValueTotal - OwnerCurrentScheduleValueRetainTotal)
  • OwnerCurrentChangeOrderTotal
  • OwnerCurrentChangeOrderRetainTotal     (Current CO Items Retainage)
  • OwnerCurrentChangeOrderTotalLessRetain     (OwnerCurrentChangeOrderTotal - OwnerCurrentChangeOrderRetainTotal)
  • OwnerCurrentWorkTotal     (Excludes Retainage)
  • OwnerCurrentStoredTotal     (Excludes Retainage)
  • OwnerCurrentTotal     (OwnerCurrentWorkTotal + OwnerCurrentStoredTotal)
  • OwnerCurrentPercentComplete     ((OwnerCurrentTotal / OwnerRevisedContractTotal) * 100)
  • OwnerCurrentRetainWorkTotal     (Current Work Retainage Total Excluding Current Billed Work Retainage)
  • OwnerCurrentRetainStoredTotal     (Current Stored Material Retainage Total Excluding Current Billed Stored Retainage)
  • OwnerCurrentRetainTotal     (OwnerCurrentRetainWorkTotal + OwnerCurrentRetainStoredTotal)
  • OwnerCurrentBilledRetainWork
  • OwnerCurrentBilledRetainStored
  • OwnerCurrentBilledRetainTotal     (OwnerCurrentBilledRetainWork + OwnerCurrentBilledRetainStored)
  • OwnerCurrentTotalLessRetain     (OwnerCurrentTotal + OwnerCurrentBilledRetainTotal - OwnerCurrentRetainTotal)
  • OwnerWorkTotal     (OwnerPreviousWorkTotal + OwnerCurrentWorkTotal)
  • OwnerStoredTotal     (OwnerPreviousStoredTotal + OwnerCurrentStoredTotal)
  • OwnerTotal     (OwnerPreviousTotal + OwnerCurrentTotal)
  • OwnerRetainWorkTotal     (OwnerPreviousRetainWorkTotal + OwnerCurrentRetainWorkTotal - OwnerCurrentBilledRetainWork)
  • OwnerRetainStoredTotal     (OwnerPreviousRetainStoredTotal + OwnerCurrentRetainStoredTotal - OwnerCurrentBilledRetainStored)
  • OwnerRetainTotal     (OwnerPreviousRetainTotal + OwnerCurrentRetainTotal - OwnerCurrentBilledRetainTotal)
  • OwnerTotalLessRetain     (OwnerTotal - OwnerRetainTotal)
  • OwnerBalanceToFinish     (OwnerRevisedContractTotal - OwnerTotal)
  • OwnerPercentComplete     ((OwnerTotal / OwnerRevisedContractTotal) * 100)

Mail Merge Table Fields - CO Summary (Optional. Not shown in default template.)

Merge Table Start and End Tags: PrimeInvCO

Merge fields listed below do not include Taxation.

  • CONumber
  • ItemDescription
  • ItemValue
  • PreviousWork
  • PreviousStored
  • PreviousTotal
  • CurrentWork
  • CurrentStored
  • CurrentTotal
  • CurrentRetainWork
  • CurrentRetainStored
  • CurrentRetainTotal
  • CurrentLessRetainageSubtotal
  • TotalCompleted
  • PercentComplete
  • BalanceToFinish