Templates subtab

The templates subtab shows the templates register and gives you the tools you need to start building templates.

You can download a sample template that will help you get started with your template. You can also get a list of general tags and collection table tags to be used in the template. After you have opened the list, you can export the tags to a Microsoft Excel spreadsheet.

Download a sample template

You can download a sample template in Microsoft Word and Microsoft Excel formats. The samples show how a contract could look in either format. This feature is available at both the organization and project levels.

To download a sample template, click the Download sample template icon on the template register, and then select either Download Word template or Download Excel template.

Creating a change order template

To create a template for your change order documentation, you will use predefined change writer tags to auto-fill your change document with the information from your contract. From the Add change template record, you can select the View available tags icon and choose General tags to open the list of general tags that can be used in the body of the template only. Select Collection table tags to see the list of tags that can be used in collection tables. General tags cannot be used in a collection table. After you have opened the list, you can export the tags to an Excel spreadsheet.

The Location source shows the name of the page that Change pulls the information from when building the template. You can see an example of how this information might look in the change order in the Example column. The Applicable for column shows the type of template for which the tags are valid.

Refer to the instructions on the Instructions tab of the Excel file for information about using tags and building a template.