Create and Manage Document Templates
Before you can generate document templates, a project administrator must create the respective document templates in Project Admin. Templates are created using fields that are automatically filled in with data from the system when generated.
Project administrators can create standard documentation formats for:
- Contracts
- Budget payment applications
- Cost payment applications
- PCOs, RFQs, CORs, OCOs, and SCOs
Create Document Templates
Click Module Selector
.Select the Services tab.
Select Cost Management in the left panel.
Switch to the Budget, Cost, or Change Order tabs.
Scroll down to the Document Templates section.
Click Add.
Select Download sample document to download a customizable Word or Excel template. You can work from a Microsoft Word file and add variables to your own file. Learn more about the variables available for documents.
Customize the content as required. However, do not edit the content within the brackets.
Once customized, update the template name and click Save.
Drag or browse for your created document to use as the template.
Tip: You can save and select your document templates in Document Management.Select Finish to save the documents and exit.
Download and Edit Sample Document Template
During the creation document templates process, you may want to download and edit a sample document template. To do so, select Word or Excel to download a customizable Word or Excel file.
The downloaded template can be customized to suit the company's needs. However, the content within the brackets must stay the same for the module to recognize and to autopopulate it when generating the document. Learn more about variables.
Payment application document templates include extra rows in the payment details table to allow members to define hierarchy and parent node background color and font.
- To remove the word SAMPLE, click the document header.
- Summaries can be at the top or bottom of a document. Increasing the visibility of summary items within generated payment applications.
- Templates support native Excel format cells such as Number, General and Currency.
Use of Percentage in Templates
There are two ways to incorporate percentage format into document templates.
Automatic interpretation
To enter percentage value in Excel template percentage column, format cells as General. During import to Cost Management, the template will automatically interpret the value as percentage (for example, use 12.39 for 12.39%).
% character to each cell of a column, format the cell as a General type and manually add the % to the cell, for example, {payment.columnView.percentTotalCompleted}%. The formula is only suitable for the column mode of Cost Payment Application.Native Excel Percentage format cells
Administrators can use Excel's native Percentage format cells by defining a percentage formula themselves. For example, for the total completed percentage column of a Cost Pay Application, the user-defined formula is {completed | divide: revisedValue}.
Learn more about Variable Formatting.
Review Issues in Document Template
You may need to review the variables and upload the template again when some of the used variables are invalid. You’ll see the 
icon next to the document that needs review. To do so:
Click the More menu
next to the invalid document template.Choose Review Issues.
The document template starts downloading. Open the downloaded document template. You'll see the comments next to invalid variables.
Resolve issues within the document template.
Upload the document template again.
Set Document Template as Default
You can set your document template as a default to be shown as the first in the list of available document templates.
To set a document template as a default:
Select the Services tab in Project Admin.
Switch to the Budget, Cost, or Change Order tab.
Scroll down to the Document Templates section.
Click Edit in the upper left corner of the section where you want to set the document template as a default.
Open the More menu
.Click Set as Default.
