Project Settings Report
The Project Settings Report shows the settings for each project an organization has on the system.
The following users can access this report:
- All Enterprise Administrators
- All Local Administrators
- Regular Users assigned to a project.
Note: Enterprise and Local Administrators see all projects in this report. Regular users see data from the projects on which they have a role.
Report Output
- Template Name
- Project Status
- Segment ID
- Internal Project Number
- Textura Project Number
- Project Name
- Project Owner
- Project Type
- Contract Date
- Contract Value
- Contract Description
- Contract #
- Enable Owner Billing Workflow
- Advance Billing
- Project Retention Mode
- Open Book
- GC Retention Percent
- Display Units
- Promotion of Approved Subcontractor Billings
- Promote Subcontractor Billings
- Track Owner Funding Date
- Method to calculate due dates
- Custom Calendar
- Calculate Invoice Approval Deadline
- Invoice Approval Deadline Trigger
- Invoice Approval Deadline Day Offset
- Send Email Reminder Prior to Invoice Approval Deadline
- No. of Days before Sending Email Reminder Prior to Invoice Approval Deadline
- Calculate Construction Act Due Date
- Construction Act Due Date Trigger
- Construction Act Due Date Offset
- Calculate Deadline for Intention to Pay Less
- Deadline for Intention to Pay Less Trigger
- Deadline for Intention to Pay Less Day Offset
- Calculate Payment Due Date (PDD)
- Default PDD Type
- Default PDD Day Offset
- Allow PDD Override
- Customer Support Contact Info
- Current Estimated Start Date
- Original Estimated Start Date
- Current Estimated Completion Date
- Original Estimated Completion Date
- Maximum Loan to Value Percent
- Customer Project Manager First Name
- Customer Project Manager Last Name
- Customer Project Manager Phone Number
- Contractor Project Manager First Name
- Contractor Project Manager Last Name
- Contractor Project Manager Phone Number
- GC Invoice Settings- Terms
- GC Invoice Settings- Remit to Country
- GC Invoice Settings- Remit to Company Name
- GC Invoice Settings- Remit to Address 1
- GC Invoice Settings- Remit to Attention of
- GC Invoice Settings- Remit to Address 2
- GC Invoice Settings- Remit to City
- GC Invoice Settings- Remit to State/Territory
- GC Invoice Settings- Remit to ZIP/Postal Code
- System Generated Invoice Format for Subcontractors
- Use Subcontractor-Entered Invoice for Accounting Interfaces
- Project Settings- Subcontractors May Edit Lien Waiver Effective Date
- Project Settings- Subcontractors May Add Lien Waiver Optional Text
- Project Settings- Subcontractors May Add Contractor Affidavit Optional Text
- Subcontractor May Track Stored Material Detail
- Project Settings - Track Hours Worked
- Project Settings- Owner Approval Disables the GC Ability to Reject
- Project Settings- Collect Zero Dollar Lien Waivers
- Project Settings- Track Special Budget Amounts and Changes
- Project Settings- Track Subcontractor Special Budget Amounts and Changes
- Project Settings- Default Subcontractor Invoice Approval Method for New Subcontracts:
- Project Settings-Utilize Modify & Approve Workflow for Subcontractor Invoices
- Project Settings- Notify Subcontractor Upon Invoice Approval
- Customize Invoice Rejection Reasons
- Good Faith Statement
- Project Rejection Reasons
- Project Settings- Serial Signatory Approval for Invoices to Owner
- Project Settings- Serial Signatory Approval Signatures on Invoice
- Project Settings- New Subcontractors Default to Specified Billing
- Project Settings- New Invoices Entered as Whole Dollars
- Project Settings- Require Disbursement Authorization for Subcontractor Payments
- Project Settings- Only Allow Authorization of Invoices That are Eligible for Disbursement
- Project Settings- Allow Tax Codes/Rates to Be Entered
- Project Settings- Allow Component Retention Override
- Project Settings- Sub SOV Option
- Project Settings- Notify GC to map new Subcontract Change Orders
- Project Settings- Allow Potential Change Orders to Be Entered
- Project Settings- Track Minority Business Status of all Subcontracts
- Project Settings- Allow Out of Order Disbursement
- Project Settings- Default Discount Terms
- Retention Settings- Default Subcontractor Line Item Retention
- Retention Settings- Default Subcontractor Stepped Retention Initial
- Retention Settings- Default Subcontractor Stepped Retention Trigger
- Retention Settings- Default Subcontractor Stepped Retention Final
- Retention Settings- Default Retention Lock ON for All New Subcontracts
- Require Change Order Compliance
- Track Overbilled Contracts
- Track Invoices with Stored Materials
- Do not notify subcontractor on hold
- Track Split Payments
- Track Pending Invoice Exports
- Hold Payment for Missing Prior Period Unconditional Lien Waivers
- Hold Payment for Missing Current Lien Waivers
- Require Unconditional Lien Waivers From All
- Require Conditional Lien Waivers From All
- Require Conditional Lien waivers From Subcontractors of Joint Check Subcontractors
- Require Conditional and Unconditional Lien Waivers From All
- Subcontractors may bypass electronic notarization
- General Contractor Settings- Invoice
- General Contractor Settings- Invoice Notary
- General Contractor Settings- Sworn Statement
- General Contractor Settings- Sworn Statement Notary
- General Contractor Settings- Unconditional Lien Waiver
- General Contractor Settings- Unconditional Lien Waiver Notary
- General Contractor Settings- Conditional Lien Waiver
- General Contractor Settings- Conditional Lien Waiver Notary
- General Contractor- Pay-App Invoice Cover Sheet
- General Contractor- SP-Work Invoice
- Subcontractor Settings- Invoice
- Subcontractor Settings- Invoice Notary
- Subcontractor Settings- Sworn Statement
- Subcontractor Settings- Sworn Statement Notary
- Subcontractor Settings- Unconditional Lien Waiver
- Subcontractor Settings- Unconditional Lien Waiver Notary
- Subcontractor Settings- Conditional Lien Waiver
- Subcontractor Settings- Conditional Lien Waiver Notary
- Subcontractor Settings- Pay-App Invoice Cover Sheet
- Sub Tier / Manual Sub Settings- Conditional Lien Waiver
- Sub Tier / Unconditional Lien Waiver
- Lien Waiver Signature Timing- Progress
- Lien Waiver Signature Timing- Final
- Lien Waiver Release Timing- Progress
- Lien Waiver Release Timing- Final
- Project Lien Waiver Release Timing- Progress
- Project Lien Waiver Release Timing- Final
- GC Self-Performed Work Lien Waiver
- Enable Subcontractor to upload
- Site Information- Property Owner
- Site Information- Site Name
- Site Information- Country
- Site Information- Address Line 1
- Site Information- Address Line 2
- Site Information- City
- Site Information- State/Territory
- Site Information- ZIP/Postal Code
- Site Information- County
- Site Information- Census Tract
- Site Information- Assessor's Parcel No.
- Site Information- Property Legal Description
- Project Currency Settings- Multiple Currencies
- Project Currency Settings- Functional Currency
- Project Translation
- Bonding Institution
- Bond Amount
- Expiry Date
- Unit Billing Option
- User Defined Text 1
- User Defined Text 2
- User Defined Text 3
- User Defined Text 4
- User Defined Text 5
- User Defined Number 1
- User Defined Number 2
- User Defined Number 3
- User Defined Number 4
- User Defined Number 5
- TPA Enrolled
- Program Name
- Auto Enroll Subcontractors
- Maturity Interval
- Project Pricing Offset
- Allow Invoices with Retention
- Allow Retention-Only Draws
- Allow Final Invoices
- Invoice Submit Deadline Text
- Invoice Funding Deadline Text
- TPA Pricing Structure
- TPA Pricing Buckets
- Track Notice of Lending
- Notice of Lending Contract Multiplier
- Notice of Lending Organization
- Notice of Lending Document
Last Published Wednesday, June 4, 2025