Integration Home

Introducing a new Integration Home page. This page provides easy access to all import and export related tasks from within a single page. The Integration Home page replaces the following pages: Import Accounting Info, View Imports, Generate Exports, and View Exports.

Access the Integration Home page from the Tools menu. This page is accessible to users who have the Manage Interfaces permission enabled and have an accounting package selected.

The following video uses American English.

Video: Tour the Integration Home

Progress Claim Upload and Download

It is now much easier to pull progress claim data from TPM and to upload your progress claim values back to TPM.

Download your complete work breakdown and progress claim values from the Load from File option on the Enter Progress Claim page. Once downloaded, you can modify the values in Excel and upload the new values back to TPM. The upload will update billing amounts for any lines existing in the file.

You can also use the download feature to save the progress claims values for your own records.

Video Spotlight

Textura Payment Management Analytics Introduction

Enhancements

Project Participants Page: The Project Participants page has been updated. The page now supports filtering and allows you to export contact information for individuals working on your projects.

Head Contractors

Edit Potential Variations: The following column names on the Edit Potential Variations page have been renamed:
- Approved Amount (Head Contractors) is now renamed to Assessed Amount.
- Variation Amount (Subcontractors) is now renamed to Requested Amount.
Split Payments: You can now edit the Cheque Number and Payment Date fields at any time, even after disbursing payment. This allows you to maintain this information if you write a joint cheque after paying a Subcontractor on TPM.
Textura Analytics: You can now drill into the period level in the Period Performance dashboard. Simply select a project from the Details table to view key milestones for all Subcontractors in the period. This includes information such as days to submit, days to approve, and days to pay a progress claim. You can use this to monitor delays in approval or payment in a period.

Subcontractors

Oracle Cloud Store Updates: The process for setting up a new account is now easier. Instructions are more clear and you will receive an email when you finish the TPM provisioning process on the Oracle Cloud Store.

Last Published Wednesday, August 7, 2024