North America Workflow Guides
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Subcontractors
Get Started as a Subcontractor in North America
Refer to this guide for the steps you need to follow to create an account and learn how to begin to use the TPM application as a Subcontractor in North America. The Canadian guide is available in both English and French. You can read the United States guide in both English and Spanish.
United States
Canada
Subcontractor Schedule of Values Management Guide
This guide walks you through the process of breaking out your Schedule of Values (Sov) into an itemized list of work performed and explains how to allocate change orders.
Subcontractor Billing Workflow Guide
This guide walks you through the process of submitting your billing and reviewing and submitting compliance requirements.
Lien Waiver Management for Subcontractors
This guide explores lien waiver compliance management on Oracle Textura Payment Management. Learn how to track the lien waiver status of your Sub-Tier organizations, upload lien waivers for both Manual and Lien Waiver Only Subs, and update lien waiver status to ensure your organization, and your Sub-Tiers, remain in good compliance standing.
Subcontractor Change Order Guide
Learn about change orders and how they adjust your contract value on TPM. This guide also explains how to manage Sub-Tier Subcontractor change orders if you are a Prime Subcontractor organization with on-system Sub-Tier Subcontractors.
Subcontractor Supplier Tracking Guide
This guide explains how to enter your organization's Diversity, Equity, and Inclusion (DEI) values. It also shows how to track and enter DEI values on behalf of your Sub-Tiers.
Subcontractor Notary Guide
This guide provides an overview of electronic notarization and explains how to complete the notary workflow, including how to set up a notary user.
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General Contractors
General Contractor Supplier Tracking Guide
This guide explains how to create a supplier tracking program to track the Diversity, Equity, and Inclusion (DEI) values of your Subcontractors. Learn how to set specific tracking goals and how to review and approve a DEI value submitted by a Subcontractor.
Document Sets for General Contractors
Learn about how to create and assign document sets. When you use document sets, you can assign unique documents to a specific subcontract. This guide also explains how signatory serial approval interacts with your document setup and lists out the steps you should take when setting up this approval method for a contract or project.
Lien Waiver Management for General Contractors
This guide explores lien waiver compliance management on Oracle Textura Payment Management. Learn how to track the lien waiver status of Sub-Tier organizations, upload lien waivers for a Prime Subcontractor's Sub-Tiers, update lien waiver status, and gain an understanding of how lien waiver compliance holds work on the application.
Owners
Document Sets for Owners
Learn about how to create and assign document sets when you act as a General Contractor on a project. When you use document sets, you can assign unique documents to a specific subcontract. This guide also explains how signatory serial approval interacts with your document setup and lists out the steps you should take when setting up this approval method for a contract or project.
Last Published Wednesday, July 10, 2024