Head Contractors Can Disable the Owner Billing Workflow

Head Contractors can now choose to disable the Owner billing workflow to better streamline the claims period process on projects without on-system Owners or Architects. When disabled, Project Managers no longer need to enter a progress claim and sign Head Contractor documents to progress the claims period. Instead, focus on approving Subcontractor payment applications. When finished, use the Close Head Contractor Claims Period option on the Close Period screen to move the claims period forward.

As long as the project is not linked to an on-system Owner or Architect, Head Contractors can toggle the Owner billing workflow on or off at any time during the life of the project from the Project Settings screen. Users with Create Projects permissions can also choose to enable the Owner billing workflow when adding a new project to the system. Note that the Enable Owner Billing Workflow option on the Add Project dialog box is deselected by default.

Highlights

Choose to enable the Owner billing workflow on new or existing projects.
The Owner billing workflow reflects the claims period process available prior to this release.
Turn off the Owner billing workflow on projects without on-system Owners or Architects to streamline the claims period process.
When Owner billing is disabled:
- The system does not generate Enter Progress Claim or Send to Signer tasks for Head Contractors
- Head Contractors can close the Head Contractor claims period
- Subcontractors do not experience any change in their billing process.
View updated terminology and phrasing on the Close Claims Period screen.
Continue working on existing projects without any noticeable change; these projects will automatically have the Enable Owner Billing Workflow setting turned on.
If an existing project does not have an on-system Owner or Architect, Project Managers can still turn off the Owner billing workflow from the Project Settings screen.
The Reject Claims Period screen was renamed to Reopen Claims Period for clarity.

Last Published Wednesday, August 7, 2024