Common Owner Workflow
As an Owner, you can work with client services to set up your account and begin your project management.
To create and manage a project on TPM, work through the following steps:
- Identify a new project to manage.
- Identify a Head Contractor who you will work with on the project. Consider sending an introduction email to your Head Contractor and TPM account lead to notify them of the new project.
- Project Setup Workflow.
- Create Project Participants for Owners.
- Assigning Users to Project Roles for members of your organization. You must have an assigned role to interact with the project directly.
- The Head Contractor invites Subcontractors and initiates a period.
- Head Contractors directly hold contracts with Subcontractors on TPM.
- Head Contractors manage the project Workbreakdown (WB). As the owner, you can choose to lock the WB to prevent changes being made to the WB.
- Owners can access a View Only version of subcontracts, WB, variations, compliance, and the Manage Statutory Declarations page.
- At the end of a period, the Head Contractor submits a progress claim to the Owner. Approvers in your organisation are notified when the claim becomes available for approval.
- Approve the Head Contractor's claim. The most common approval method for Owners is Serial Signatory Approval.
Last Published Wednesday, July 10, 2024