Report and Form Template Files and Sub-Folders Reference Guide
Report and Form Template Files and Sub-Folders Reference Guide
As of Project Center Tenth Edition, all templates included in Project Center are in either Word (.docx) or Excel (.xlsx) format.
Contract management transmittal form overrides
By default, Project Center uses a single form template for each contract management (CM) action. Each form template uses conditional logic to display sections relevant to a specific CM activity center. You can create override forms for specific CM activity centers as required.
To create an override form, copy the base form template and append the filename (before the extension) with _Activitycenter in the same sub-folder as the base form template. For example, to create a form template that will only be used for RFIs when forwarding for review, copy the GenericForwardedFormView.docx file to a new file and rename it GenericForwardedFormView_RFIs.docx. You would then customize the GenericForwardedFormView_RFIs.docx for just forwarding RFIs.
|
File |
Use |
Folder |
|
GenericActionFormView.docx |
Generic transmittal form for CM workflow action step. |
GenericActionFormView |
|
GenericActionFormView_ActivityCenters.docx |
Activity Center specific transmittal override for CM workflow action step. |
GenericActionFormView |
|
GenericFormView.docx |
Generic CM object workflow summary |
GenericFormView |
|
GenericFormView_ActivityCenters.docx |
Activity center specific override workflow summary |
GenericFormView |
Smart Marker field reference guides for creating custom reports in each activity center
Smart Marker reference guides for creating custom reports are available for most activity centers. See Smart Marker Field Reference Guides for Creating Custom Reports in Each Activity Center for a list of Microsoft Excel custom report spreadsheets containing available Smart Marker fields.
Template file and sub-folder reference
Template folder |
Template use |
Formats |
Included in default templates |
Template file naming |
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AccountNotificationEmail |
Email notification sent to external Info Exchange users when they are first given Info Exchange credentials |
docx,xsl/xsn |
X |
AccountNotificationEmail.ext |
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|
Action Item\Report Templates |
Action item log view specialized reports |
xslx, docx |
|
N/A |
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|
ActionItemFormView |
View form for action items |
docx,xsl/xsn |
X |
ActionItemFormView.ext |
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|
ActivitySummaryTemplate |
Activity summary templates (cannot be customized) |
xsl/xsn |
X |
Varies – N/A |
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|
Addendum\Report Templates |
Addendum log view specialized reports |
xslx, docx |
|
N/A |
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|
AutoUpdateClientNotification |
Email notification sent to internal users via client update in Project Center Administration |
docx |
X |
AutoUpdateClientNotification.ext |
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|
Building Model\Report Templates |
Building model log view specialized reports |
xslx, docx |
|
N/A |
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|
Bulletin\Report Templates |
Bulletin log view specialized reports |
xslx, docx |
|
N/A |
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|
Change Order Proposal\Report Templates |
Change order proposal specialized reports |
xslx, docx |
|
N/A |
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|
Change Order\Form Templates
|
Change order forms
|
docx |
X |
N/A |
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|
Change Order\Report Templates |
Change order log view specialized reports |
xslx, docx |
|
N/A |
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|
Construction Change Directive\Report Templates |
Construction change directive log view specialized reports |
xslx, docx |
|
N/A |
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|
Contract\Form Templates
|
Contract forms |
docx |
X |
N/A |
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|
Contract\Report Templates
|
Contract log view specialized reports |
xlsx,docx |
X |
N/A |
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|
Daily Report\Form Templates
|
Daily report forms (may be referred to as a “report” by customers) |
docx |
X |
N/A |
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|
Daily Report\Report Templates |
Daily report log view specialized reports |
xslx, docx |
|
N/A |
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|
Document Set\Report Templates |
Document set log view specialized reports |
xslx, docx |
|
N/A |
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|
EmailMessage |
Email template for generating PDFs of emails via the publish function in the Project Email activity center. |
docx,xsl/xsn |
X |
EmailMessage.ext |
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|
ExcelTemplates
|
Container for legacy Excel report templates (still in use for some activity centers) |
xlt,xltm |
X |
Strict Naming |
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|
Field Note\Report Templates |
Field notes log view specialized reports |
xslx, docx |
|
N/A |
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|
FileTransferFormView |
Form used for file transfers sent via Info Exchange without a transmittal. |
docx,xsl/xsn |
X |
FileTransferFormView.ext |
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|
GenericCloseFormView |
CM close action form (non-notification) |
docx,xsl/xsn |
X |
GenericCloseFormView{_ActivityCenter}.ext |
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|
GenericFormView |
CM summary form (non-notification) |
docx,xsl/xsn |
X |
GenericFormView{_ActivityCenter}.ext |
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|
GenericForwardedFormView |
CM forwarded action transmittal |
docx,xsl/xsn |
X |
GenericForwardedFormView{_ActivityCenter}.ext |
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|
GenericNotification |
Standard email notification template used for Info Exchange transfers |
docx,xsl/xsn |
X |
GenericNotification.ext |
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|
GenericReceivedFormView |
CM received action form (non-notification) |
docx,xsl/xsn |
X |
GenericReceivedFormView{_ActivityCenter}.ext |
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|
GenericReOpenFormView |
CM re-open action form (non-notification) |
docx,xsl/xsn |
X |
GenericReOpenFormView{_ActivityCenter}.ext |
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|
GenericResponseFormView |
CM respond and close action transmittal |
docx,xsl/xsn |
X |
GenericResponseFormView{_ActivityCenter}.ext |
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|
GenericReviewResponseFormView |
CM reviewer response action form (non-notification) |
docx,xsl/xsn |
X |
GenericReviewResponseFormView{_ActivityCenter}.ext |
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|
GenericSendCloseFormView |
CM send and close action transmittal |
docx,xsl/xsn |
X |
GenericSendCloseFormView{_ActivityCenter}.ext |
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|
GenericSendFormView |
CM send action transmittal |
docx,xsl/xsn |
X |
GenericSendFormView{_ActivityCenter}.ext |
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|
IncomingTransmittalFormView |
Incoming transmittal (non-notification) |
docx,xsl/xsn |
X |
IncomingTransmittalFormView.ext |
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|
InternalAccountNotificationEmail |
Info Exchange account notification email for internal users |
docx,xsl/xsn |
X |
InternalAccountNotificationEmail.ext |
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|
Keyword\Report Templates |
Keywords log view specialized reports |
xslx, docx |
|
N/A |
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|
Markup Session\Report Templates |
Markup sessions log view specialized reports |
xslx, docx |
|
N/A |
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|
MeetingMinutesFormView |
Meeting minutes and agenda form template (sent with transmittal/notification) |
docx |
X |
MeetingMinutesFormView.docx |
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|
PasswordReset |
Info Exchange account password reset notification email |
docx,xsl/xsn |
X |
PasswordReset.ext |
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|
Potential Change Order\Form Templates
|
Potential change order forms |
docx |
X |
N/A |
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|
Potential Change Order\Report Templates |
Potential change order log view specialized reports |
docx,xlsx |
|
N/A |
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|
ProjectPublisherTemplates |
Project publisher templates. customizations uncommon. |
docx |
X |
Varies by sub-folder |
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|
Proposal Request\Report Templates |
Proposal request log view specialized reports |
xslx, docx |
|
N/A |
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|
Punch List Item\Report Templates
|
Punch list log view specialized reports |
xlsx, docx |
X |
N/A |
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|
Record Copy\Report Templates |
Record copy log view specialized reports |
xslx, docx |
|
N/A |
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|
Record Document\Document Register Report |
Document register report |
xlsx,xlt,xltm |
X |
Docregister.ext |
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|
RecordDocumentFormView |
Record document summary form (internal) |
docx,xsl/xsn |
X |
RecordDocumentFormView.ext |
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|
ReminderEmail |
Notification email for project item reminders |
docx,xsl/xsn |
X |
ReminderEmail.ext |
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|
ResendLoginInfo |
Notification email re-sending Info Exchange login information to an external user |
docx,xsl/xsn |
X |
ResendLoginInfo.ext |
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|
RFI\Report Templates |
RFI log view specialized reports |
xslx, docx |
|
N/A |
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|
Site Visit\Form Templates
|
Site visit forms (may be referred to as “reports” by customers) |
docx |
X |
N/A |
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|
Site Visit\Report Templates |
Site visit log view specialized reports |
xslx, docx |
|
N/A |
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|
Sketch\Report Templates |
Sketch log view specialized reports |
xslx, docx |
|
N/A |
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|
Space\Report Templates |
Spatial index log view specialized reports |
xslx, docx |
|
N/A |
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|
SpaceItemFormView |
Spatial index item (space) summary form |
docx,xsl/xsn |
X |
SpaceItemFormView.ext |
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|
Standardreport.docx |
Alternate ad-hoc report for Word reports (requires registry setting change to use) |
docx |
X |
Standardreport.docx |
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|
Standardreport.xlsx |
Standard ad-hoc report for Excel, Word and PDF output |
xlsx |
X |
Standardreport.xlsx |
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|
Submittal\Report Templates |
Submittal log view specialized reports |
xslx, docx |
|
N/A |
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|
Supplemental Instruction\Report Templates |
Supplemental instructions log view specialized reports |
xslx, docx |
|
N/A |
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|
Timeline Item\Report Templates |
Timeline item log view specialized reports |
xslx, docx |
|
N/A |
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|
TimeLineObjectsFormView |
Timeline object summary form |
docx,xsl/xsn |
X |
TimeLineObjectsFormView |
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|
Transmittal\Report Templates |
Transmittal log view specialized reports |
xslx, docx |
|
N/A |
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|
TransmittalFormView |
Outgoing transmittal (non-CM) |
docx,xsl/xsn |
X |
TransmittalFormView.ext |