Owner Prerequisites to Use Textura Payment Management

The following prerequisites need to be met before a user can use Textura Payment Management Analytics:

Must be a TPM user
Must have OBI enabled on the organization profile in TPM.
Note: This feature must be added by a Textura Administrator. Contact your Textura implementation team if you think you need to use this feature.
Must have the View Textura Analytics user permission on the user profile in TPM.
Note: Users with the View Textura Analytics permission will only see data for projects on which they have a role. Assign the View All Organization Projects permission to see data across all organization projects. Once assigned the View Textura Analytics permission, a user can access Textura Analytics.

After receiving the View Textura Analytics role, the application will grant the user access the following business day.
Projects with "Open Book" enabled in TPM by the General Contractor will be visible in Textura Analytics.