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.

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.
Documents: Overview of the Documents Editor: Provides an overview of document template creation on Textura. Learn how to use the Document Editor Ribbon to apply formatting options to your template's text.
Documents: Working with a Document Template: Explains how to navigate and Documents Library and complete the Documents workflow.
Documents: Using Variables in Document Editor: Explains the purpose of variables in document template creation and how to use them.
Documents: Setting up Conditional Logic in Document Editor: Learn how to use conditional logic to change the content of a document template based on whether it is a progress or final lien waiver document.
Documents: Adding a Header or Footer to a Document Template: Shows how to add a header or footer to a document template.
Documents: Publishing Document Templates: Explains how users with the Publisher role can publish a document with the Documents workflow.
Documents: Viewing Projects Using Document Templates: Shows how to determine which projects are using a document template.
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: Assigning Users to a Project: Guides the viewer through the process of assigning project user roles to organization users.
Setting Up a Project: Serial and Parallel Approvers: Provides step-by-step guidance on how to add serial and parallel approvers to a project.
Setting Up a Project: Bulk Project Role Edit: Explains how to assign a project role to a user across projects from one location.
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: Contract Status Preview Drawer: See how you can view documents associated with a subcontract from the Contract Status page.
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: Reviewing Invoices: Watch an overview of the Invoices page to learn about its key features and the actions you can perform.
Billing: Approving Invoices: Learn about the different methods General Contractors can use to approve Subcontractor invoices and how to complete each approval method.
Billing: Modifying Invoice Details: Explains how to modify a Subcontractor's invoice as a part of the invoice approval workflow.
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: Creating a Corporate Supplier Tracking Program: Explore the compliance supplier tracking feature to learn how to create a supplier tracking program at the organization-level. Corporate supplier tracking programs track Subcontractor DEI goals across all projects.
Billing: Reviewing and Updating Payment Status: Demonstrates how to review and update payment status.
Compliance and Payment: Reviewing and Managing Payment Holds: Learn how to review and manage payment holds placed on Subcontractors.
Compliance and Payment: Managing Lien Waivers: Demonstrates how to track and manage subcontractor and sub-tier lien waivers.
Compliance and Payment: Lien Waiver Status Page: This video provides an overview of lien waiver status functionality.
Compliance and Payment: Enterprise-Wide Authorization: Learn how to authorize payments across all projects from a single location.
Compliance and Payment: Creating Split and Partial Payments: Learn how to create split payments for separate payees or payment adjustments, obtain subcontractor approval, and set up partial payments to pay part of an invoice electronically while leaving the remaining balance for later.
Compliance and Payment: Authorizing and Disbursing Project Payments: Learn how to review invoices, lien waivers, and supporting documents; authorize selected project payments; and disburse approved funds using a PIN, with optional project team notifications and automatic subcontractor payment receipts.
Compliance and Payment: Centralized Payment Authorization and Disbursement: Learn how to authorize or revoke payment approvals across multiple projects, review blocked payments, and centrally disburse selected funds after checking totals by funding account or project.
Reporting: Overview of Reporting: Explore the workflow for creating, viewing, and scheduling reports on Textura.
Reporting: Creating a Report: Learn how to create a report from a list of options.
Reporting: Running a Report: Explains how to generate a previously defined report and how to run reports on a schedule.
Reporting: Setting up Report Notifications: Explains how to choose notification options when creating reports on Textura.
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: Setting Up a Fixed Fee Program: Explains how to set up a fixed fee Textura Payment Accelerator program.
Additional Features: Managing Users Using the Fixed Fee Program: Learn how to oversee Subcontractors participating in a fixed project fee Textura Payment Accelerator program.
Additional Features: Setting Up a Dynamic Discounting Program: Explains how to set up a Textura Payment Accelerator program with a dynamic fee structure.
Additional Features: Managing Subcontractors Using Dynamic Discounting: Learn how to oversee Subcontractors participating in a dynamic project fee Textura Payment Accelerator program.
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: Assigning Users to a Project: Guides the viewer through the process of assigning project user roles to organization users.
Setting Up a Project: Bulk Project Role Edit: Explains how to assign a project role to a user across projects from one location.
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: Recording Stored Materials: Explains how to use the advanced stored materials functionality as a part of your billing 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.
Compliance and Payment: Updates to the View Lien Waiver Status Page: This video provides an overview of lien waiver status tracking enhancements and changes.
Billing and Compliance: Receiving Payment: Watch an overview of how the payment process works on TPM.
Reporting: Setting up Report Notifications: Explains how to choose notification options when creating reports on Textura.
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: Redesign of Reporting: Explore the new workflow for creating, viewing, and scheduling reports on Textura.
Additional Features: Entering Potential Change Orders: Provides information on the potential change order workflow and the steps you need to follow to complete it.
Additional Features: Managing On System Sub-Tiers: Reviews foundational skills to manage on system Sub-tier Subcontractors and Suppliers.
Additional Features: Customer Support: Provides instructions to get support using TPM.

Last Published Friday, October 23, 2026