Disable Owner Workflow for Owners Working as Head Contractors

When creating a project and performing the role of a Head Contractor, Owners 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 Invoice 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.

When disabled:

Owners do not submit Progress Claims
The system does not generate Enter Progress Claim or Send to Signer steps for Owners.

Since Owners acting as 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, Owners will only:

Manage Claims
Close Period
Authorise Payments
Manage Period Payments.
Note: The above help links lead to Head Contractor documentation. When your Owner organisation acts as a Head Contractor, you will experience the Head Contractor workflow.

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 Owner may or may not have closed the period.
Completed: The Owner has disbursed payment to all Subcontractors.

Next: Contract Status for Owners