Tools Menu Overview for Head Contractors

The Tools Menu includes actions you can perform across all projects on the application. Available actions depend upon the user roles assigned to you on the Edit User page. If you do not see a feature in your Tools Menu, you do not have the necessary permissions to perform that action.

Enterprise Wide Disbursement: Manage disbursements across multiple projects from a centralised location.
Client Funding List: See an enterprise-wide view of all Client payments entered on the system. In order to manage Client Funding, a project must use the Track Client Funding feature and a user must have the Manage Client Funding permission.
Generate Reports: Create a variety of reports to monitor subcontract status, period management, disbursement status, compliance, and account management.
View Reports: View all available reports created from the Generate Reports page.
Textura Analytics: View analytical data on period budgets, progress claims, payments, Subcontractor status, and period performance on the application. Visual information includes charts and tables.
Integration Home: View files imported and exported from and to an accounting or ERP system. You can also manually import a file or export payments and progress claims to an accounting or ERP system.
DocWriter: Only available when your Textura representative enables the DocWriter Feature. Use this link to navigate to the DocWriter Library. View and manage what documents you can select on your Choose Project Settings page for statutory declarations, sworn statements, and claim documents. At this time, only the View Only permission is available.

Select DocWriter permissions on the User Profile to determine what actions a DocWriter user may perform on TPM.

Manage Exports: Update period numbers and flag Subcontractor files for export to an accounting or ERP system.
Conditional Approval Rules: Create custom approval rules for Serial Approval workflows.
Enterprise Classifications: Create classifications to use at an enterprise level.
Project Classification Templates: Create business classifications you can use across all projects on the Project Classification Templates page. Consider tracking business classifications if you need to adhere to the enforcement of public policy tracking.
Excel Download Utility: When you access this page from the Excel Download Utility link, the application will automatically select the Budget with Draw Details report option.
Edit Vendor IDs: Assign Interface Vendor IDs to Subcontractor organisations.

Next: Organisation Menu Overview for Head Contractors