Claim Process for Subcontractors
Overview
When your Head Contractor opens a period and invites you to submit your claim, you will receive an email notification notifying you to enter your progress claim. In addition, a project task is also created inviting to enter billing details. Log into Textura here if you have elected not to receive email notifications. Selecting the Enter Billing Details project task from the Project Home page opens the Billing Workflow.
Use the Billing Workflow to:
- enter stored materials
- record billing details
- enter payments made to Sub-Tiers
- add additional information (hours worked and licenses/certifications)
- review your final progress claim
- sign your claim
FAQs
I cannot claim or sign any documents
You may not have the correct user permissions or project roles to perform these actions. If you are an Enterprise or Local Administrator, you can review and update your user permissions on the User Profile. To claim, you need the Manage Projects permission. If you are managing compliance documentation you need the Manage Compliance permission. If you need to sign documents, you need the Sign on Behalf of the Company permission.
If your user permissions are correct, review the user permissions assigned to you for the project.
- From the Project Setup menu at the top of the Project Home page, select User Roles.
- On the User Roles page, ensure you have the following user role assigned to you, depending on which action you need to perform:
- Project Manager: Assign or reassign project responsibilities, whether or not they are Administrators
- Compliance Manager: Manage document compliance
- Signer: Sign project documents on behalf of the company, including the progress claim.
In order to claim on TPM, you need at least one user in your organisation assigned to each role.
Note: Only Enterprise Administrators, Local Administrators, and users who were already assigned the Project Manager (PM) user role can assign user roles. If you are not an administrator or for your organisation or a PM for the project on TPM and you need to be assigned one of these roles, contact an administrative Textura user in your organisation or the project's PM for assistance.
- If you are already a PM or an Administrator, select the Signer user role to allow yourself to sign documents.
- When finished selecting your desired user roles, select the Save button.
I do not see any open periods to submit my claim
Contact your Head Contractor organisation to confirm they opened the period. Your Head Contractor can invite you to claim when the period opens.
Adding a variation with your claim
I missed the cutoff date to enter my progress claim
Contact your Head Contractor organisation to see if they can invite you to claim for the current period. They may be able to submit the claim on your behalf or you can claim in the next open period.
I submitted my claim, but need to adjust my final amounts
Once your organisation fully submits a progress claim, only the approving organisation—often the Head Contractor—can adjust the amounts in the same claim period. Try contacting your approving organisation to see if they can adjust your claim.
If your claim cannot be updated during the present claim period, you can claim against the incorrect amounts in a future period.
Additional Resources
- In-App Help: In the application, click the ? > Help for this Page in the top right corner of your page. The Help topics presented are context sensitive to the page you are on.
- Documentation Library
- Support
Related Topics
Working with your Billing Workflow as Subcontractors
Submitting Your Progress Claim
Review and Submit Compliance Requirements
Last Published Monday, February 5, 2024