Standard Variable Overview for Owners
Variable | Description | Type |
|---|---|---|
Amount yet to be disbursed | Sum of net invoices received that have not been disbursed; Contract Status total pending | numeric |
Balance to finish | Contract sum to date less total earned and retainage; G702 line 9 | numeric |
Billed amount to date | Total completed and stored to date; G702 line 4 | numeric |
Billed this period | Sum of work completed this period and material presently stored, as entered in G703 | numeric |
Bonding institution | Bonding institution specified in project settings | text |
Contract date | Contract date of the signing organization | date |
Contract description | Contract description | text |
Contract number | Contract number of the signing organization | text |
Contract sum to date | Sum of original contract amount and net change by change orders; G702 line 3 | numeric |
Contractor project manager first name | First name of the contractor project manager, as specified in project settings | text |
Contractor project manager last name | Last name of the contractor project manager, as specified in project settings | text |
Contractor project manager phone | Phone number of the contractor project manager, as specified in project settings | text |
Count of applications submitted | Number of draws in which the organization has submitted an invoice | numeric |
Current payment due | Payment this period; G702 line 8 | numeric |
Current payment, previous draw | Sum total of current payment due for all invoices prior to current period; G702 line 7 | numeric |
Default retention percent | Default retention percent on the contract, a defined in contract settings | numeric |
Disbursed amount | Sum total amount disbursed on the contract, where status is disbursed or paid | numeric |
Draw due date | Draw due date entered on the initiate draw page | date |
Draw name | Draw name | text |
Draw/Application number | Draw number in TPM; Application number on G702 | numeric |
Effective date | Defaults to draw period to date unless a different date is allowed at time of signing. | date |
Funding organization address line 1 | Address line 1 of funding organization for the project | text |
Funding organization address line 2 | Address line 2 of funding organization for the project | text |
Funding organization city | City of funding organization for the project | text |
Funding organization county | County of funding organization for the project | text |
Funding organization name | Name of organization specified as the funds disburser on the project, which may or may not be the primary GC organization | text |
Funding organization phone number | Phone number of funding organization for the project | phone |
Funding organization state | State of funding organization for the project | text |
Funding organization state, abbreviated | State abbreviation of funding organization for the project | text |
Funding organization tax ID | Funding organization tax id | text |
Funding organization zip code | Zip code of funding organization for the project | text |
General contractor address line 1 | Address line 1 of primary GC organization | text |
General contractor address line 2 | Address line 2 of primary GC organization | text |
General contractor city | City of primary GC organization | text |
General contractor county | General contractor county | text |
General contractor name | Name of primary GC organization, regardless of funding organization for the project | text |
General contractor phone number | Phone number of primary GC organization | phone |
General contractor project number | Project number as entered by the GC | text |
General contractor state | General contractor state/province (or other country defined subdivision) | text |
General contractor state (abbreviated) | General contractor abbreviated state/province (or other country defined subdivision) | text |
General contractor tax ID | General contractor tax id | generic |
General contractor zip code | Zip code of GC organization | text |
Invoice number | Invoice number as system generated or entered in billing details during invoice workflow | text |
Lender | Lender listed on the project. | text |
Materials this period | Materials presently stored, as entered in invoice and displayed in G703 | numeric |
Net change by change orders | Sum of all change orders; G702 line 2 | numeric |
Net retention this period | Net total of retention held and retention requested this period | numeric |
Organization role | Role of the organization of the person signing the document | text |
Original contract amount | Original contract sum when first draw was initiated; G702 line 1 | numeric |
Parent contract date | Parent organization contract date | date |
Parent contract description | Parent organization contract description | text |
Period from date | Draw period from date | date |
Period to date | Draw period to date | date |
Period to date of last disbursement | Period to date of prior invoice | date |
Previous certificates for payment | Sum total of current payment due for all invoices prior to current period; G702 line 7 | numeric |
Previous draw number | Draw number of the previous submission | numeric |
Previous period to date | Draw period to date of previous invoice submission | date |
Project name | Project name | text |
Project number | Project number as entered by the person signing the document | text |
Project owner city | Project owner's city | text |
Project owner county | Project owner's county | text |
Project owner name | Owner name | text |
Project owner organization type | Project owner's organization type | text |
Project owner phone number | Project owner's phone number | phone |
Project owner state | Project owner's state | text |
Project owner state (abbreviated) | Project owner's state, abbreviated | text |
Project owner street address | Complete street address of project owner (includes address lines 1 and 2) | text |
Project owner ZIP code | Project owner's ZIP code | text |
Project site city | Site information city | text |
Project site county | Project site county | text |
Project site legal description | Project settings, site information property legal description | text |
Project site name | Site information site name | text |
Project site owner | Site property owner | text |
Project site state | Project site state/province (or other country defined subdivision) | text |
Project site state (abbreviated) | Project site abbreviated state/province (or other country defined subdivision) | text |
Project site street address | Complete street address of project site | text |
Project site ZIP code | Site information ZIP code | text |
Remit to address, city, state, & zip | Project remit to address, city, state, & zip | text |
Remit to city & zip | Project remit to city & zip code | text |
Remit to name | Project remit to name | text |
Remit to street address | Project remit to street address | text |
Retention held this period | Retention held this period regardless of retention requested | numeric |
Retention previous period to date | Sum of all retention held prior to this period regardless of amounts released | numeric |
Retention requested this period | Amount of retention requested this period | numeric |
Total earned less retainage | Total completed and stored to date less retainage, G702 line 6 | numeric |
Total payments | Payment to date | numeric |
Total retainage | Net retention (held less requested) for the life of the project; G702 line 5 | numeric |
User defined text 1 | User defined text 1, as defined in project settings | text |
User defined text 2 | User defined text 2, as defined in project settings | text |
Work completed prior to this period | Sum total of work completed from previous applications; G703 column D | numeric |
Last Published Friday, March 6, 2026