Disabled Owner Billing Overview

When creating a project with an off-system Owner or Architect, Head Contractors can choose to disable the Owner billing workflow. Disabling the Owner billing workflow streamlines the claims period process by enabling Project Managers to bypass the Enter Progress Claim step so focus can remain on Subcontractor progress claim approval and disbursement.

The Owner billing workflow can also be disabled from the Project Settings page for an existing project. If a project has an on-system Owner or Architect, this setting cannot be disabled.

When disabled:

Head Contractors do not submit Progress Claims
The system does not generate Enter Progress Claim or Send to Signer steps for Head Contractors
Project Managers also cannot link to an on-system Owner or Architect on the Edit Project Participants page.

Since Head Contractors no longer need to submit an Progress Claim during claims periods for projects without Owner billing, the way the claims period progresses differs from the process experienced during an Owner billing workflow.

Instead of submitting an Owner Progress Claim, Head Contractors will only:

Additionally, the location of the claims period on the Period Home page changes depending on the current state of Subcontractor payments:

Open: Subcontractor claiming is still in progress
The following scenarios will place the period in the Open section:
- Subcontractor claims are awaiting approval
- The new period does not yet include Subcontractors.
Pending Payment: All Subcontractor claims are approved
The Head Contractor may or may not have closed the period.
Completed: The Head Contractor has disbursed payment to all Subcontractors.

Next: Manage Claims