Portfolio Overview for Owners
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
- General Contractor
- Segment ID
- Project Name
- Funding Organization
- Project with Draws Since
- Project Status
Key Metrics
My Contract
- My Contract Value
- My Contract Pending Approval
- My Contract Approved
- My Contract Paid
Current Subcontract Amounts
- Subcontract Value
- Net Approved Invoices
- Retention
- Paid
Pending Subcontract Amounts
- Pending Approval
- On Hold
- Pending Authorization
- Pending Disbursement
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
- General Contractor
- Funding Organization
- My Contract Value
- My Contract Pending Approval
- My Contract Approved
- My Contract Paid
- Original Subcontract Value
- Change Order Value
- Subcontract Value
- Net Approved Invoice
- Retention
- Paid
- Pending Approval
- On Hold
- Pending Authorization
- Pending Disbursement
- Balance to Bill
- Balance to Pay
Snapshots
- Invoice Aging
- Average Days to Approve, Pay
- Contract Value Added
- Top Subcontractors by Total Contract Value
- Top Segments by Total Contract Value
- Amount Billed by Month of Draw Period to Date
- Project Value by Year
Note: Snapshots are interactive. You can drill into them for more details.
Last Published Tuesday, February 6, 2024