Project checklist Microsoft Word template
Related information
Related topics
Default template and upload category
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Default Microsoft Word template: Checklist.dot
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Upload feature category: Checklist
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
General project information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Project bid date, plan room info, estimated dates, and stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
Checklist general information
- ChecklistName
- ChecklistReviewDate
- ChecklistRefPrimeContract
Checklist reviewer company / contact
These address fields reference the company’s shipping address.
- ChecklistReviewerPrefix
- ChecklistReviewerFirstName
- ChecklistReviewerMiddleName
- ChecklistReviewerLastName
- ChecklistReviewerSuffix
- ChecklistReviewerContact
- ChecklistReviewerTitle
- ChecklistReviewerMobilePhone
- ChecklistReviewerEmail
- ChecklistReviewerCompanyCode
- ChecklistReviewerCompany
- ChecklistReviewerAddress1
- ChecklistReviewerAddress2
- ChecklistReviewerCity
- ChecklistReviewerState
- ChecklistReviewerZipCode
- ChecklistReviewerCountry
- ChecklistReviewerPhone
- ChecklistReviewerPhone2
- ChecklistReviewerFax
- ChecklistReviewerWebsite
- ChecklistReviewerGovTaxID
Mail Merge Table
Checklist items
Merge table start and end tags: ChecklistItem
- ChecklistItemNumber
- ChecklistItemSection
- ChecklistItemDescription
- ChecklistItemCheckedDate
- ChecklistItemDueDate
- ChecklistItemChecked
- ChecklistItemComments