Portfolio Overview
The Portfolio dashboard provides an enterprise summary of current on-system budget, invoices, and payment data on Textura Payment Management across all vendors and projects.
Note: You can also easily access this dashboard from TPM when generating reports.
Defined Filters
- Currency
- Segment ID
- Project Name
- Project Owner
- Funding Organization
- Project With Draws Since
- Project Status
Key Metrics
Current Subcontractor Amounts
- Subcontract Value
- Net Approved Invoices
- Retention
- Paid
- TPA Funded
Pending Subcontractor Amounts
- Pending Approval
- On Hold
- Pending Authorization
- Pending Disbursement
- TPA Pending Maturity
Details
A table includes vendor and project details.
Note: Most Key Performance Indicator (KPI) values include a number. These numbers are a count of the total amount of items included in the data.
For example: A Subcontract Value (50) of $1,000,000 includes 50 subcontracts.
Column List
- Project Name
- Project #
- Segment ID
- Project Owner
- Funding Organization
- Original Subcontract Value
- Change Order Value
- Subcontract Value
- Net Approved Invoice
- Retention
- Paid
- Pending Approval
- On Hold
- Pending Authorization
- Balance to Bill
- Balance to Pay
- TPA Funded
- TPA Pending Maturity
Snapshots
- Invoice Aging
- Average Days to Approve
- Average Days to Pay
- Contract Value Added
- Top Subcontractors by Total Contract Value
- Top Segments by Total Contract Value
- TPA Funded
- Amount Billed by Month of Draw Period to Date
- Project Value by Year
Last Published Tuesday, February 6, 2024