Adding a Project for Owners

As an Owner, use the Add Project dialogue box on the TPM Home page to set up a project on the system.

Before creating a project, accept a Textura invitation, create an account, and provide at least one user with the Create Projects permission.

Note:

Head Contractors can also create projects.
This is the first step in the Create Project workflow. When you choose to add a project, a list of steps appears on the right-hand side of the page. TPM will guide through this process, ensuring you complete all mandatory steps to create a project on the application.

To add a project on the system:

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.
Select Start.
TPM initiates the Basic Setup step and Add Project fields display on the page.
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.
- Defaulted Oracle Fee Option: This defaults to the Owner being invoiced for the project fee only. Select the Mange Fee Options link for more options:
  - Owner invoiced for project fee only: The Owner organisation pays the project fee and Subcontractors pay the Subcontractor usage fee.
  - Owner invoiced for the project fee and usage fees: The Owner organisation pays both the project fee and the Subcontractor usage fees.
  - HC invoiced for project fee only: The Head Contractor pays the project fee and Subcontractors pay the Subcontractor usage fee. This option is not displayed if you (owner) are performing the role of a HC.
  - HC invoiced for project fee and subcontractor usage fee: The Head Contractor pays both the project fee and the Subcontractor usage fees. This option is not displayed if you (owner) are performing the role of a HC.
    Note: The default option you see is set using the Manage Oracle TPM fee options setting in the My Organisation Profile page.
(Optional) Complete additional settings:
- Owner Project Number: A number to identify the project. This number may appear on project documents.
- Project Translation: The country and language combination for the project.
- HC Role: Select if you will be performing the role of a HC. When selected, follow the Head Contractor workflow to continue setting up your project.
- Enable Owner Billing Workflow: Select this setting to require the Head Contractor organisation, or your organisation when acting as a Head Contractor, to submit a progress claim to an on-system Owner or Architect.
- Copy From Another Project: This field is displayed only if you selected Yes for the field Will you be performing the role of HC.
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.

Next: Deleting a Project