Videos
Card Table
Overview
- Textura Payment Management Introduction Video: Provides information on how to navigate and use TPM.
- Textura Payment Management In-Depth General Contractor Overview Video: Provides an in-depth overview of the TPM experience.
- Textura Payment Management General Contractor Video: Provides a brief overview of the TPM experience.
- Textura Payment Management Subcontractor Video: Shows the Subcontractor TPM experience.
- Using the Oracle Support Portal: Provides an overview of the Oracle Support Portal.
Level Up Webinar
Watch an overview of features included in the current release and catch a sneak peek at exciting new features planned for the future. You can see our Level Up Webinars on mylearn.oracle.com/construction.
Analytics
- Introduction to Textura Payment Management Analytics Video: View this introductory overview of TPM Analytics for General Contractors.
- Textura Analytics Video: View this introductory overview of Owner dashboards.
General Contractor
- Getting Started: Setting Up a User Account: Shows how to set up your organization and user profile.
- Getting Started: Managing Users: Provides instructions to create new users and assign project roles.
- Getting Started: Navigation Overview: Provides information on how to navigate and use TPM.
- Setting Up a Project: Project Configuration: Provides an overview of project creation and project settings.
- Setting Up a Project: Contract Specific Documents: Provides an overview of how contract specific documents work on the application and explains how to create and assign a custom document set to a contract.
- Setting Up A Project: Managing the Schedule of Values: Demonstrates how to break out your Schedule of Values (SoV) as a General Contractor and manage your Subcontractor's SoV.
- Setting Up a Project: Managing Subcontracts via ERP Integration: Demonstrates how to complete and manage subcontracts that have imported into TPM via ERP integration.
- Setting Up a Project: Managing Subcontracts Manually: Demonstrates how to manually create and manage subcontracts.
- Setting Up A Project: Creating Change Orders: Explains how to create and allocate change orders to contracts.
- Billing: Scheduling Draws: Demonstrates how to create a draw schedule.
- Billing: Managing Invoices: Demonstrates how to track, review, and approve subcontractor invoices.
- Billing: Entering Owner Billing: Demonstrates how to submit and track owner billing in TPM.
- Compliance and Payment: Compliance Tracking: Shows how to create compliance requirements and manage compliance holds.
- Compliance and Payment: Creating a Supplier Tracking Program: Provides instructions on how to track Diversity, Equity, and Inclusion (DEI) status by creating a supplier tracking program.
- Compliance and Payment: Reviewing Supplier Qualifications: Demonstrates both how to review the DEI status submitted by a Subcontractor and how to submit a status on behalf of a Subcontractor for a supplier tracking program.
- Compliance and Payment: Lien Waiver Tracking: Demonstrates how to track and manage subcontractor and subtier lien waivers.
- Compliance and Payment: Disbursing Funds and Managing Payment Holds: Explains the disbursement workflow and how to manage payment holds.
- Additional Features: Using the Document Archive: Provides information on how to navigate and generate document archives.
- Additional Features: Creating Service Requests: Provides instructions to create service requests for TPM support.
- Additional Features: Using the Integration Home: Provides an overview of the Integration Home page.
- Additional Features: Using the Integration Home with TexturaLink Cloud: Provides an overview of the Integration Home page for TexturaLink Cloud.
- Additional Features: Bypass Electronic Notarization: Demonstrates how to use bypass electronic notarization workflow as a General Contractor in TPM.
- Additional Features: Security Center: Shows how to monitor changes to organization and account information.
- Additional Features: Textura Payment Accelerator: Provides an overview of the TPA feature within TPM, including program benefits, how to begin the process, the TPA workflow, and integration options.
- Additional Features: Owner Funding: Demonstrates how to record and manage Owner funding.
Subcontractor
- Getting Started: Setting Up an Account: Shows how to create an account and get started on TPM.
- Getting Started: Resetting User Name and Password: Shows how to reset your password and retrieve your username.
- Getting Started: Overview/Navigation: Provides information on how to navigate and use TPM.
- Setting Up a Project: Confirming Contract and Managing Users: Shows how to accept participation in a project and assign user roles.
- Setting Up a Project: Editing Your SOV and Managing Change Orders: Shows how to break out your Schedule of Values (SoV) as a Subcontractor. The second part of the video shows how to manage and allocate change orders.
- Billing and Compliance: Supplier Tracking for Subcontractors: Explains how to submit a Diversity, Equity, and Inclusion (DEI) status for your organization and how to upload qualification documentation.
- Billing and Compliance: Submitting an Invoice: Shows the invoice submission workflow.
- Billing and Compliance: Tracking Compliance: Provides an overview of Subcontractor document compliance status on TPM.
- Billing and Compliance: Managing Sub-Tier Lien Waivers: Provides an overview of how to create and manage Sub-Tier Subcontractors and Suppliers for Prime Subcontractors.
- Billing and Compliance: Receiving Payment: Watch an overview of how the payment process works on TPM.
- Additional Features: Using the Document Archive: Provides an overview of the document archive process.
- Additional Features: Creating a Notary Profile and Notarizing Documents: Explains how to set up a notary and shows how to then notarize documents on TPM.
- Additional Features: Bypass Electronic Notarization for Subcontractors: Explains and shows how to use the bypass electronic notarization workflow as a Subcontractor in TPM.
- Additional Features: Using Textura Payment Accelerator for Subcontractors: Provides an overview of the TPA program, including how to enable or disable the program, differences in your invoicing, reporting, and your Subcontractor dashboard.
- Additional Features: Managing On System Sub-Tiers: Reviews foundational skills to manage on system Sub-tier Subcontractors and Suppliers.
Last Published Wednesday, May 1, 2024