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: 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: 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.
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: Disbursing Funds and Managing Payment Holds: Explains the disbursement workflow and how to manage payment holds.
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, June 26, 2026