Use the General tab of the Template dialog box to specify information about the contractor and general information about project and template.
Template Name: The name of the template that will show in the Select Template dialog box.
Contract Details
Security Marking: The security marking including the security classification.
Distribution Statement: The distribution statement that identifies restrictions on the document's availability for distribution, release, and disclosure.
Reporting Period End Date: The the end date of the reporting period.
Contractor Name: The name of the contractor working on the project. This may be your organizations's name or the name of another organization.
Contractor ID Code Type: The type of the ID Code for the contractor.
Contractor ID Code: The ID Code used to identify the reporting contractor.
Street Address: The street address for the reporting contractor.
City: The city for the reporting contractor.
State: The state for the reporting contractor.
Country: The country for the reporting contractor.
Zip Code: The zip code or postal code for the reporting contractor.
POC & Contact Details
Name: The name of the person designated as the point of contact for the project.
Title: The title of the person designated as the point of contact for the project.
Telephone Number: The telephone number of the person designated as the point of contact for the project.
Contractor Name: The contract name.
Contractor Number: The contract number.
Contractor Type: The contract type.
Contract Task Name: The name of the task for the contract.
Program Name: The name of the program.
Program Phase: The phase of the program.
EVMS Accepted: Indicates whether the contractor's EVMS has been accepted.
EVMS Accepted Date: The date the contractor's EVMS was accepted.
Source Software
Data - Source Software area
Source Software: The name of the software used to manage the source data.
Software Version: The version of the software used to manage the source data.
Software Company Name: The name of the company who produces the software used to manage the source data.
Software Comments: Comments about the software used to manage the source data.
Export - Source Software area
Source Software: The name of the software used to export the data set.
Software Version: The version of the software used to export the data set.
Software Company Name: The name of the company that produces the software used to export the data set.
Software Comments: Comments about the software used to export the data set.