Tracking DEI Values and Goals Across Projects

Overview

Textura Payment Management (TPM) offers the ability to enter and track Diversity, Equity, and Inclusion (DEI) values for your organization, Subcontractors, and Sub-Tiers at any time. When added, DEI values display on certain compliance documents and within generated reports.

The Supplier Tracking page is a centralized hub for all DEI tracking and information on TPM at the project level. Create supplier tracking programs with specified DEI goals, approve or override DEI values submitted by Subcontractors, and see the total value of project funds currently paid towards your tracked values.

View program details to drill down into a selected program so you can see more detailed information about Prime Subcontractor organizations and their Sub-Tiers. You can also set individual DEI goals for each organization working on a project.

The Corporate Supplier Tracking page is used to monitor diversity, equity, and inclusion (DEI) commitments across all your projects. When you create a corporate supplier tracking program, you can easily monitor and report on funds allocated toward DEI initiatives by tracking goals and mandates at the organization-level.

Use the Corporate Supplier Tracking Report to view the diverse spend counted towards your Corporate Supplier Tracking program.

Consider watching one of our videos on supplier tracking for General Contractors:

Supplier Tracking - Reviewing Qualifications

Tracking a DEI Value on Supplier Tracking Programs

This General Contractor Supplier Tracking Guide will walk you through the steps required to report your own organization's DEI values, set up a DEI supplier tracking program at the corporate level, set up a DEI supplier tracking program at the project level, create supplier program templates, and approve or override a Subcontractor's proposed DEI value. You can update a supplier tracking program or your own DEI values at any time from the Supplier Tracking page.

  1. Create a supplier tracking program for a project. You can both save the new program as a template for use on other projects and create multiple programs to track.
  2. Create a supplier tracking program for your organization to track DEI at the corporate level. You can continue to edit a corporate supplier tracking program after the initial creation, but you cannot delete it. You can only have one corporate supplier tracking program.
  3. Optional. If applicable, enter your own DEI values.

    Note: Only Enterprise Administrators can update or edit your organization profile, including your organization's DEI values.

  4. A Subcontractor organization receives the prompt to enter a DEI status. After entering the value, your organization will receive a task to review it.
  5. Review and approve the Subcontractor's DEI value. Once you approve a value, the Supplier Tracking page will update to show you progress tracked toward your set goals.
  6. Optional. Override a Subcontractor's DEI value if you need to correct what the organization entered and submitted.
  7. Optional. Use the Supplier Tracking page to view a donut graph and analytics for a program.

Additional Resources

Related Topics

Working with the Project Tab of the Supplier Tracking Page

Working with the Allocation Tab of the Supplier Tracking Page

Navigate to the Supplier Tracking Page

Supplier Qualifications

Corporate Supplier Tracking