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:

  1. Identify a new project to manage.
  2. 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.
  3. Project Setup Workflow.
  4. Create Project Participants for Owners.
  5. Assigning Users to Project Roles for members of your organization. You must have an assigned role to interact with the project directly.
  6. 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.
  7. 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.
  8. Approve the Head Contractor's claim. The most common approval method for Owners is Serial Signatory Approval.