The following bookmarks are for Change Order and Proposed CO documents only.
| Bookmark Name | Explanation |
| CORequestForm_DocMasterKey | The GUID of the Change Order |
| CORequestForm_DocState | That state (not status) of the Change Order. (I = In Process, P = Pending, A = Approved and C = canceled) |
| CORequestForm_CORevenueAmt | The amount of billable revenue on the Change Order |
| CORequestForm_OriginalContractAmt | The Original Contract amount |
| CORequestForm_PriorApprovedAmt | The sum of all Change Orders with revenue posted and with a DocNo that is less than the DocNo of the Change Order for which the Doc Template is being used. |
| CORequestForm_NewContractAmt | The sum of the OriginalContractAmt + PriorApprovedAmt + CORevenueAmt |
| CORequestForm_NewContractTotal | The sum of NewContractAmt +PriorPendingAmt |
| CORequestForm_PriorPendingAmt | The sum of all Change Orders with a pending state and a DocNo that is less than the DocNo of the Change Order for which the Doc Template is being used. |
| CORequestForm_PriorTotal | The sum of PriorPendingAmount + PriorApprovedAmt |
Change Items and Corresponding Budget Entries
| Bookmark Name | Explanation |
| DocItemTask_LinkedContact | The source contact on the child (RFQ, CCO, etc.) document suitable for use with DV_ and all the Dxxx Contact prefixes |
| DocItemTask_LinkedEstimate | The sum of line item estimates on the child (RFQ, CCO, etc.) document |
| DocItemTask_LinkedExpense | The sum of line item expense amounts on the child document |
| DocItemTask_LinkedLines | The number of lines on the child document |
| DocItemTask_LinkedQuote | The sum of line item estimates on the child document |
| DocItemTask_LinkedStatus | The description of the child document status (e.g., Approved or Committed, etc.) |
| CIAllocSummary_AllocSeq | The Sequence Number of an Allocation in a CI’s Budget Entries |
| CIAllocSummary_Amount | The total revenue amounts from all matching Allocations in a CI’s Budget Entries |
| CIAllocSummary_ExpAmount | The total expense amounts from all matching Allocations in a CI’s Budget Entries |
| CIAllocSummary_Description | The Description of an Allocation in a CI’s Budget Entries |
| CIAllocSummary_SourceCount | The number of CIs with an Allocation |
| CISummary_AccountCategory | Aggregate Account Categories for the CI Budget Entries |
| CISummary_Category | The description of the Account Category taken from the Account Category tool |
| CISummary_LineSeq | The Seq number for the Account Category taken from Account Category tool |
| CISummary_LineTotal | The number of Budget Entries with corresponding Account Category |
| CISummary_SumLineTotal | The grand total of all CISummary_LineTotals |
| CICost_ProjEntity | The Cost Code of a CI’s Budget Entry |
| CIDetail_ProjEntity | Either the Cost Code of a CI’s Budget Entry or blank if the printed row contains a CI Description |
| CICost_Qty | The Units of a CI’s Budget Entry* |
| CIDetail_Qty | Either the Units of a CI’s Budget Entry or blank if the printed row contains a CI Description* |
| CICost_RevenueAmount | The Revenue Amount of a CI’s Budget Entry* |
| CIDetail_RevenueAmount | Either the Revenue Amount of a CI’s Budget Entry or blank if the printed row contains a CI Description* |
| CICost_Subcontract | The Commitment of a CI’s Budget Entry* |
| CIDetail_Subcontract | Either the Commitment of CI’s Budget Entry or blank if the printed row contains a CI Description* |
| CICost_AccountCategory | The Account Category of a CI’s Budget Entry* |
| CIDetail_AccountCategory | Either the Account Category of a CI’s Budget Entry or blank if the printed row contains a CI Description* |
| CICost_CostRate | The Rate of a CI’s Budget Entry* |
| CIDetail_CostRate | Either the Rate of a CI’s Budget Entry or blank if the printed row contains a CI Description* |
| CICost_ItemNumber
CIDetail_ItemNumber |
The Item Number of the CI* |
| CICost_ItemSeq | The Seq # of a CI’s Budget Entry* |
| CIDetail_ItemSeq | Either the Seq # of a CI’s Budget Entry or blank if the printed row contains a CI Description* |
| CICost_LineDescription | The description of a CI’s Budget Entry* |
| CIDetail_LineDescription | Either the description of a CI’s Budget Entry or the description of the Change Item if the printed row contains the CI Description* |
| CICost_CostType | The Cost Type of a CI’s Budget Entry |
CICost vs. CIDetail
Both the CICost_ and CIDetail_ bookmarks point to information on a Change Item’s Budget Entry window. However, when the CIDetail alias is included, logic will be used to show a CI description on its own line. For example, the following template bookmarks will yield results such as follows:
| # | Description | Account Category | Revenue (Cost to Customer) |
| RR_CIDetail_ItemNumber | RR_CIDetail_LineDescription | RR_CIDetail_AccountCategory | RRFC2_CIDetail_RevenueAmount |
| # | Description | Account Category | Revenue |
| 00001 | Additional electrical work required for utility connection including FO cable re-routing | These are blank because it is a Change Item description row. | |
| 00001 | Site Work | _LABOR | @1,250.00 |
| 00002 | 2 Days additional work involved in providing additional electrical installation pursuant to attached Meeting Minutes. | These are blank because it is a Change Item description row. | |
| 00002 | Subcontract 16000 Electrical | $1,675.00 | |
| 00002 | Workman | _LABOR | $17,000.00 |
On the other hand, if only the ciCost alias is used, the same document would yield the following results:
| # | Description | Account Category | Revenue (Cost to Customer) |
| RR_CICost_ItemNumber | RR_CICost_LineDescription | RR_CICost_AccountCategory | RRFC2_CICost_RevenueAmount |
| # | Description | Account Category | Revenue |
| 00001 | Site Work | _LABOR | $1,250.00 |
| 00002 | Subcontract 16000 Electrical | $1,675.00 | |
| 00002 | Workmen | _LABOR | $17,000.00 |