Template View Selecting Document Creation for the number sequence means that all documents in any status will be included in the sequence. This is useful for tracking documents like Variations as they are started and where the record of the document is important even if the outcome is different. Document Edit View In the resulting document the Auto Number step will appear and is not editable. Generating the number sequence on Document Sign-off is used where the document or record is not included in the sequence until it is approved or accepted. Progress Claims are an example of numbering on sign-off. In the resulting document the Auto Number will not be shown until after sign-off. Document Output View If the step is not hidden, which it can be if it is purely for an internal numbering reference, then it will appear similar to this. As with any of the input objects the heading size and presentation can be modified in the Document Edit view. The auto number can also be displayed in a rich text object using a standard template variable $document.autonumber Budget The Budget object is used to display varying levels of financial information as relevant to your project Source of Data Date comes from entries made in your Costs Tab, and entered via the Project Budget section.
The Scope relates to the information that is presented and a pre-requisite that this information is available in the document, i.e. variables with a scope of Contract will only work if there is a Contract based object in the template as well. The Output type relates to the expected output from the database. Variable Name Description Scope Output Type $chart.budget Budget for the selected chart of accounts Chart of Accounts Single Item $contract.basicHeadingSummary Sum of hours and total amount of deliverables grouped under each basic heading Contract Table $contract.current_value Current value of the contract plus approved variations and disbursements Contract Single Item $contract.deliverableList List of contract deliverables grouped under each basic heading Contract Ordered List $contract.original_value Original contract value before any variations Contract Single Item $contract.practical_completion_date Practical completion date of the selected contract Contract Single Item $contract.principal.address Contract's principal's address Contract Single Item $contract.principal.company Principal's company Contract Single Item $contract.principal.name Contract's principal name Contract Single Item $contract.start_date Start date of the selected contract Contract Single Item $contract.supplier.address Contract supplier's address Contract Single Item $contract.supplier.company The company of the supplier for the selected contract Contract Single Item $contract.supplier.name The name of the supplier for the selected contract Contract Single Item $contract.total_claimed Value of contract claimed to date Contract Single Item $contract.variation_value Total value of variations for this contract Contract Single Item $date.now Today's date Date Single Item $document.date Date Date Single Item $document.autonumber Auto number from a document Document Single Item $Resource('Role Description').Signature Resource signature block Document Single Item $project.ID Project number Project Single Item $project.name Project name Project Single Item $project.ResourceRateAndPosition Project - Resources, position and rates Project Table