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Draw Performance Overview for Owners

The Draw Performance dashboard provides an aggregate average of days for each event in the invoice workflow.

You can use the Draw Performance dashboard to compare your project's actual values with targets set by your organization. In the Key Metrics section, a green indicator will display if the actual average is below the set target. If the value exceeds the target, an orange indicator will display. The details table values will highlight in red if a value is exceeds the target.

To assign a Targets for your organization, navigate to your organization's Edit Primary Organization page within TPM. On the right hand side of the screen there will be an option to configure Textura Analytics target values.

Note: Changes to the target values will be reflected in Analytics after the next data load.

Defined Filters

• General Contractor
• Segment ID
• Project Name
• Subcontractor
• Draw #
• Draw Period to Date Between
• Payment Type
• Project Status

The default loads all segments, projects, draws and vendors. Reset returns to the default state.

Key Metrics

• Draw Milestones (Average Days)
  • Days to Submit to Owner
  • Days to Approve by Owner
  • Days to Submit
  • # of Resubmissions
  • Days to Approve
  • Days on Hold
  • Days to Authorize
  • Days to Pay
  • Days Past Due

Details

Column List (Across the portfolio)

• Project Name
• Project #
• Segment ID
• General Contractor
• # of Contracts
• # of Invoices
• General Contractor
• Days to Submit
• # of Resubmissions
• Days to Approve
• Days on Hold
• Days to Authorize
• Days to Pay
• Days Past Due

Within the Details table, click on a project to show all invoices submitted for that project and their draw performance dates and timing.

Column List

• Org Name
• Contract #
• Invoice #
• Draw #
• Draw Period to Date
• Days to Submit to Owner
• Last Submission to Owner
• Days to Approve by Owner
• Owner Approval Date
• Days to Submit
• Last Submission Date
• # of Resubmissions
• Days to Approve
• Date Approved
• Days on Hold
• Days to Authorize
• Date Authorized
• Days to Pay
• Date Paid
• Days Past Due
• Payment Due Date

Snapshots

• Average Days to Submit
• Average Resubmissions Per Draw By Project

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Last Published Tuesday, February 6, 2024