Adding a Project

As a Head Contractor, use the Add dialog box to set up a project on the system. Before creating a project, accept an invitation email, create new users, and provide at least one user with the Create Projects permission.

Notes:

To add a project on the system:

  1. From the Home page, select the Add button under Project List.
    • The Add Project page displays.
    • The page shows each step in the Add Project workflow.
  2. Select Start.

    TPM initiates the Basic Setup step and Add Project fields display on the page.

  3. Complete all required fields:
    • Project Name: Enter a name to identify the project.
    • Original Estimate Start, Original Estimated Completion Date: Select the estimated start and end dates for the project.
    • Initial Value: A numerical value between 0 and 99999999999. The original cost of the project. Do not use commas. Later, you can create change orders to adjust this value up or down if the final cost of your project is greater or less than your original estimate.
    • Project Currency: The currency in which project participants will receive payment.
    • Project qualifies for a Fixed Project Fee or Pay Subcontractor Usage Fee: If your Textura Administrator has enabled the Fixed Fee project for your organisation profile, you can select your project to use either a fixed project fee or pay subcontractor usage fee. Selecting Fixed Project Fee triggers an email to your Textura Administrator for approval.

      Note: The default option you see are set using the Manage Oracle TPM fee options setting in the My Organisation Profile page.

  4. (Optional) Complete additional settings:
    • Head Contractor Project Number: This number may appear on project documents. If you use an accounting package, it is important to match the project number format to the format used by your accounting package.
    • Project Translation: Choose the country and language combination for the project: English-Australia, English-US, English-Canada, English-UAE.
    • Enable Owner Billing Workflow: Select this setting to require the Head Contractor organisation to submit a progress claim to an on-system Owner or Architect. When disabled, Head Contractors cannot add an on-system Owner or Architect to the Project Participants page.
    • Copy From Another Project: This field allows you to replicate settings from another project. Choose a name from the drop-down to copy the project settings of an existing project.

      Note: Certain fields will still need to be completed. For example: The Original Contract Value, Project, and Site Information are unique to each project. If you have not created any projects or templates, the Apply Existing Project Settings drop-down will be empty. Want to create a template? Add a template name to a project on the Project Settings page to make a project's settings into a template.

    • Copy Compliance Requirements: Select the tick box to copy Standard Compliance Requirements from the selected project or template.

      Standard Legal Document Requirements are used to monitor documents Subcontractors must submit once per project or documents that expire. See Creating Standard Compliance Requirements.

    • Copy Approval Rules Which Apply to Project: Select the tick box to reuse the Additional Approver Rules that are applied to all serial approval contracts on the selected project or template. Conditional Approval Rules send progress claims to alternate Approvers (Approval Group Rules) or to additional Approvers based on claim attributes (Additional Approver Rules).

      Approval Group Rules, and Additional Approver Rules that are limited to specific contracts are not included in a templates. See Organisation Rules and Manage Conditional Approval on a Project for more information on creating and applying Conditional Approval Rules.

  5. Select Continue.
    • The Create Project Participants step displays.
    • If you leave the project setup process, you will see a Project Setup section on your Project Home page. This section includes a link to the most current step of the setup process.