Table of Contents

• Title and Copyright Information
• Help System
  • Help Panel Overview
  • Using Help
• FAQs Australasia
• Navigation Overview
  • Navigation for Head Contractors
    • Header Menus Overview for Head Contractors
      • Tools Menu Overview for Head Contractors
      • Organisation Menu Overview for Head Contractors
      • Name Menu Overview
      • Announcements Tray Overview
      • Help Panel Overview
    • Home Page Menus Overview for Head Contractors
      • Users Menu Overview for Head Contractors
      • Organisations Menu Overview for Head Contractors
      • Tasks Menu Overview
    • Selector Overview for Head Contractors
    • Project Menus Bar Overview for Head Contractors
      • My Contract Menu Overview for Head Contractors
      • Subcontracts Meny Overview for Head Contractors
      • Period Menu Overview for Head Contractors
      • Compliance Menu Overview for Head Contractors
      • Project Setup Menu Overview for Head Contractors
      • Project Tools Menu for Head Contractors
      • Integration Menu Overview for Head Contractors
  • Navigation for Subcontractors
    • Header Menus Overview for Subcontractors
      • Tools Menu Overview for Subcontractors
      • Organisation Menu Overview for Subcontractors
      • Name Menu Overview for Subcontractors
      • Announcements Tray Overview
      • Help Menu Overview for Subcontractors
    • Home Page Menus Overview for Subcontractors
      • Users Menu Overview for Subcontractors and SD Sub-Tiers
      • Organisations Menu Overview for Subcontractors
      • Tasks Menu Overview
    • Selector Overview for Subcontractors
    • Project Menus Bar for Subcontractors
      • My Contract Menu Overview for Subcontractors
      • Compliance Menu Overview for Subcontractors
      • Subcontracts Menu Overview for Subcontractors
      • Project Setup Menu Overview for Subcontractors
  • Navigation for Owners
    • Selector Overview for Owners
    • Project Menus Overview for Owners
      • My Contract Menu Overview for Owners
      • Compliance Menu Overview for Owners
      • Project Setup Menu Overview for Owners
      • Project Tools Menu Overview for Owners
      • Integration Menu Overview for Owners
  • Navigation for Statutory Declaration Only Sub-Tiers
    • Header Menus Overview for SD Subs
      • Organisation Name Menu Overview for SD Subs
      • Name Menu Overview for SD Subs
      • Help Menu Overview for SD Subs
    • Home Page Menu Overview for SD Subs
      • Users Menu for SD Subs
      • Organisations Menu for SD Subs
      • Tasks Menu Overview for SD Subs
    • Selector Overview for SD Subs
    • Sub-Tier Home Page Menu Navigation Overview
  • Navigating Using a Keyboard
• Head Contractors
  • Security Best Practices for Head Contractors
    • Protecting Your Oracle Textura Payment Management Account
    • Protecting Your Bank Account Data on Oracle Textura Payment Management
    • User Management for Head Contractors
    • Organisation Data Management
    • Best Practices to Prevent Phishing and Social Engineering
    • Security Centre for Head Contractors
      • Security Update Table Fields Overview
      • Organisation Updates Table Fields Overview
      • Tracking User Updates
      • Tracking Organisation Updates
      • Tracking Login Attempts
      • Navigate to the Security Centre
  • Service Request for Head Contractors
    • Creating a Service Request
  • Head Contractor Account Setup
    • Invitation Email Overview for Head Contractors
    • Create Username for Head Contractors
      • Creating a Username and Password
      • Protecting Your Oracle Textura Payment Management Account
      • Navigate to the Create Username Page
    • Forgot Username
      • Requesting Your Username
    • Head Contractor Status Message
    • Edit User for Head Contractors
      • Updating a User Profile
      • Deactivating User Accounts
      • Setting Up a Verification Phone Number
      • Resending User Invites
      • User Roles List for Head Contractors
      • User Permissions List for Head Contractors
      • Navigate to the Edit User Page
    • Project Roles Page
      • Working with Project Roles Page
      • Assigning User Roles Across Multiple Projects
      • Managing Project Roles Using Bulk Edit
      • Navigate to the Project Roles Page
    • Reset e-Sign PIN for Head Contractors
      • Updating the e-Sign PIN
      • Navigate to the Edit e-Sign PIN Page
    • Organisation Profiles for Head Contractors
      • Working with the Organisation Profiles Page
      • Creating a Secondary Organisation
      • Deleting a Secondary Organisation
      • Navigate to the Organisation Profiles Page
      • My Organisation Profile for Head Contractors
        • Updating the My Organisation Profile Page
          • Protecting Your Bank Account Data on Oracle Textura Payment Management
          • Organisation Data Management
        • Adding a Diversity Status
        • Navigate to the My Organisation Profile Page
    • My Organisation Settings for Head Contractors
      • Choosing Organisation Settings for Head Contractors
      • Creating a Custom Calendar
      • Organisation Settings for Head Contractors
      • Managing Organisation Level Rejection Responses
      • Managing Head Contractor Segments
        • Creating a Segment for Head Contractors
        • Deleting a Segment for Head Contractors
        • Tax Codes
          • Enabling Tax Rates on a Project for Head Contractors
          • Adding a Tax Code for Head Contractors
          • Viewing the Tax Codes
          • Assigning Tax Codes to a Subcontract for Head Contractors
          • Assigning Tax Codes to a Project for Head Contractors
          • Tax Codes Fields Overview
      • Navigate to the My Organisation Settings Page
    • Organisation Rules
      • Creating an Organisation Approval Rule
      • Navigate to the Organisation Rules Page
    • Create User for Head Contractors
      • Updating a User Profile for Another User
      • Managing User Access
      • User Management for Head Contractors
      • User Roles List for Head Contractors
      • User Permissions List for Head Contractors
      • Navigate to the Create User Page
    • Security Centre for Head Contractors
      • Security Update Table Fields Overview
      • Organisation Updates Table Fields Overview
      • Tracking User Updates
      • Tracking Organisation Updates
      • Tracking Login Attempts
      • Navigate to the Security Centre
    • Home for Head Contractors
      • Working with the Home Page
      • Saving Custom Filters
      • Deleting Custom Filters
      • Project Table Fields Overview
      • Messages
        • Customising the Messages Table Display
        • Unsubscribing From a Message
        • Archiving a Message
        • Unarchiving a Message
        • Navigate to the Messages Page
        • Viewing a Message
      • Project Information
        • Project Information Fields
        • Navigate to the Project Info Page
      • Invite Organisations
        • Inviting an Organisation to use TPM
        • Navigate to the Select Organisation Dialogue Box
      • Browse Organisations
        • Searching for an Organisation with the Search Feature
        • Navigate to the Browse Organisations Page
      • Browse Users
        • Searching for a User
        • Navigate to the Browse Users Page
      • Subcontracts by Organisation
        • Searching for Contracts with a Specific Organisation
        • About Organisation Level Holds
        • Subcontracts by Organisation Fields
        • Viewing Organisation Level Holds
        • Placing an Organisation Level Hold
        • Releasing a Manual Organisation Level Hold
        • Releasing Automatic Organisational Holds
        • Configuring Progress Claim Export Settings
        • Configuring Default Payment Method Settings
        • Navigate to the Subcontracts by Organisation Page
    • DocWriter Library
      • Working With the DocWriter Library Page
      • Viewing Document Previews
      • Navigate to the DocWriter Library Page
    • Project Classification Templates
      • Adding a Project Classification at the Organisation Level
      • Editing a Project Classification at the Organisation Level
      • Deleting a Project Classification at the Organisation Level
      • Navigate to the Project Classification Templates Page
    • Enterprise Classification Tracking
      • Working with Enterprise Classification
      • Adding an Enterprise Classification
      • Viewing and Modifying Enterprise Classifications
      • Assigning a Classification
      • Navigate to the Enterprise Supplier Tracking Page
  • Textura Payment Accelerator programs
    • Manage Textura Payment Accelerator programs for Head Contractors
    • Editing TPA Project Settings
      • TPA Project Settings List
    • Edit Organisation TPA Overrides
      • Blocking TPA Enrollment
      • Edit Organization TPA Overrides Fields
      • Accessing the Edit Organisation TPA Overrides Page
    • Notice of Lending
      • Setting up Notice of Lending for your Organisation
      • Setting Up Notice of Lending Tracking on a Project
      • Tracking Notice of Lending Compliance
      • Notice of Lending Fields
      • Accessing the Notice of Lending page
  • Head Contractor Project Set Up
    • Owner-Created Project Setup Workflow
    • Head Contractor-Created Project Setup Workflow
    • Adding a Project
    • Deleting a Project
    • Project Fees Information Page for Head Contractors
      • About the Project Fees Information Page for Head Contractors
      • Exporting Project Fees Data
      • Navigate to the Project Fees Information Page
    • Confirm Contract for Head Contractors
      • Confirming a Contract for Head Contractors
      • Navigate to the Confirm Contract Page for Head Contractors
    • Understanding Organisation Credit Holds
    • Disabling Owner Billing when Creating a Project
    • Create Project Participants
      • About Project Participants
      • Adding Project Participants
    • Choose Project Settings
      • Selecting Project Settings for Head Contractors
        • General Information Settings
        • Project Information Settings
        • Date Tracking Settings
        • Subcontract Settings
        • Period Settings
        • Retention Settings
        • Payment Hold Settings
        • Document Settings
        • Statutory Declaration Settings
        • Site Information
        • Head Contractor Information
        • Metering Settings for Head Contractors
        • Editing TPA Project Settings
        • Customising Project Level Progress Claim Rejection Responses
      • Customising Advanced Project Settings
        • HC Project Information
        • User Defined Fields
      • Disabling Owner Billing when Updating Project Settings
      • Using Advance Billing
      • Configuring Owner Funding Settings
      • Viewing Owner Funding
      • Tracking Owner Funding
      • Document Sets for Head Contractors
        • Working with the Document Sets Page for Head Contractors
        • Creating a Document Set for Head Contractors
        • Navigate to the Document Sets Page
      • Assign Document Sets for Head Contractors
        • Working with the Assign Document Sets Page for Head Contractors
        • Assign Document Sets Table Field Overview
        • Assigning a Document Set
        • Navigate to the Assign Document Set Page
      • Calculating Payment Due Dates
        • Enabling the Overriding Payment Due Date Feature
        • Overriding Payment Due Dates
        • Viewing Override Comment
      • Navigate to the Project Settings Page
    • Project Classifications
      • Adding a New Business Classification at the Project Level
      • Adding an Existing Business Classification
      • Deleting a Business Classification at the Project Level
      • Setting a Business Classification Goal
      • Accessing the Project Classifications Page
    • User Roles for Head Contractors
      • About Project Roles
      • Assigning Users to Project Roles
      • Navigate to the User Roles Page
      • Manage Conditional Approval on a Project
        • Adding Approval Groups
        • Adding Additional Approval Rules
        • Accessing the Project Approval Rules Page
    • Edit Project Funding
      • Adding or Updating Project Funding Details
      • Navigate to the Edit Project Funding Pane
    • Viewing Project Fees
    • Setting up Period Calendars
    • Generate Document Archive
      • Working with the Generate Document Archive Page
      • Generate Document Archive Table Fields Overview
      • Creating a Document Archive
      • Setting the Order of PDF Documents in a PDF Archive
        • Document Order Dialog Box Fields Overview
      • Setting the Filename Format in a ZIP Archive
      • Navigate to the Generate Document Archive Page
    • View Document Archive
      • View Document Archives Table Fields Overview
      • Downloading a Document Archive
      • Downloading a Document List
      • Navigate to the View Document Archives Page
    • Project Home for Head Contractors
      • Working with the Project Home Page for Head Contractors
      • Project Home Page Menu Navigation for Head Contractors
  • Head Contractor Contract Administration
    • Contract Administration for Head Contractors
      • Subcontract List
        • Working with the Subcontract List Page
        • Subcontract Fields
        • Looking up Subcontracts Issued to an Organisation
        • Navigate to the Subcontract List Page
        • View Organisation
          • Accessing the View Organisation Page
      • Creating Subcontracts Manually
      • Completing Imported Subcontracts
      • Contract Fields and Settings
      • Navigate to the Create Subcontract Page
      • Reassigning Subcontracts
      • Deleting Unaccepted Subcontracts
      • Deleting an Accepted Subcontract
      • Navigate to the Contract Maintenance Page
    • Accepting Subcontracts
    • Managing Subcontracts
      • Reassigning Contracts
      • Assigning Component Types
      • Manage Subcontractor Settings
      • Contract Discount Terms Overview
        • Creating Contract Discount Terms
        • Changing Contract Discount Terms
        • Updating Discount Terms Before the Discount Applies
        • Updating a Discount after the Discount Date has Passed
      • Specified WB Overview
        • Creating a New Specified WB Contract
        • Adding the Specified WB Option to an Existing Contract
        • Removing the Specified WB Option on a Contract
      • Specified Billing Overview
        • Creating a New Specified Billing Contract
        • Adding the Specified Billing Option to an Existing Contract
      • Configuring Subcontract Retention
      • Locking and Unlocking Retention
      • Navigate to the Contract Maintenance Page
    • About Deleting a Statutory Declaration Only or Manual Sub-Tier for Head Contractors
      • Deleting a Sub-Tier Organisation
    • Contract Status for Head Contractors
      • Working with the Contract Status Page
      • Contract Status Fields
      • Accessing the Contract Status Page for Head Contractors
  • Head Contractor Work Breakdown Management
    • Enter Work Breakdown
      • Working with the Work Breakdown Page
      • About Modifying the Work Breakdown
        • Reallocating Budget Amounts to an Existing Line for Subcontractors
        • Reallocating Budget Amounts to a New Line
        • Reallocating Billings to an Existing Line
        • Reallocating Billings to a New Line Item
        • Viewing Subcontracted Lines
      • Uploading New WB from CSV
      • Breaking Out the WB Manually
      • Edit WB Tab Overview
      • Edit Contract Tab Overview
      • Edit Billings Tab Overview
      • Navigate to the Edit Work Breakdown Page
      • Setup Claim Codes
        • Setting Up Claims Codes
        • Setting Up Breakout Codes
        • Setting Up Handling Codes
        • Navigate to the Setup Claim Codes Page
      • Edit Code Hierarchy
        • Creating New Hierarchy Nodes
        • Navigate to the Edit Code Hierarchy Page
      • Assign Claim Codes
        • Assigning Claim Codes
        • Exporting Progress Claim Codes
        • Importing Progress Claim Codes
        • Navigate to the Assign Invoice Codes Page
    • View WB
      • View Work Breakdown Column Overview
      • Navigate to the View Work Breakdown Page
  • Head Contractor Variations
    • Variations for Head Contractors
      • Variations Overview for Head Contractors
        • Managing Potential Variations Overview
        • Variation Request Workflows
          • Approved Potential Variation Workflow
          • Rejected Potential Variation Workflow
          • Approved Requested Variation Workflow
          • Rejected Requested Variation Workflow
      • Working with the Variations Page for Head Contractors
        • Match Variations Tab
          • Working with the Match Variations Tab
          • Matching Variations
          • Match Variations Troubleshooting Overview
      • Variation Register Tab
        • Manage Variation Exports
        • Filtering and Sorting on the Variation Register Tab
        • Generating a Filtered Variation Register Report
        • Variation Register Fields for Head Contractors
      • Importing Prime Contract Variations
      • Mapping Imported Subcontract Variations
      • Creating a Prime Contract Variation for Head Contractors
      • Uploading a Variation Document
      • Viewing an Uploaded Variation Document
      • Deleting Variations for Head Contractors
      • Allocating a Prime Contract Variation
      • Creating a Subcontract Variation for Head Contractors
  • Head Contractor Claims Process
    • Head Contractor Claim Cycle Process
    • Schedule Periods for Head Contractors
      • Schedule Period Table Columns Overview
      • Setting Up a Period Schedule
      • Manually Initiating a Drafted Period
      • Deleting a Period
      • Navigate to the Period Schedule Page
    • Initiate Period
      • Initiate Period Fields
      • Filtering Participants
      • Initiating a Period
      • Retention Control Overview
      • Navigate to the Initiate Period Page
    • Manage Period Participants for Head Contractors
      • Managing Period Participants
      • Viewing Invitation Status
      • Navigate to the Manage Period Participants Page
    • Disabled Owner Billing Overview
    • Manage Claims
      • Working with the Manage Claims Page
      • Serial Approval Scenarios for Head Contractors
      • Approving Progress Claims
      • Workflow for Serial Approval on Payment Applications Bypassing Electronic Witnessing
      • Submitting a Subcontractor Progress Claim without Subcontractor Participation
      • Entering a Progress Claim for a Subcontractor on Specified Billing
      • Modifying Subcontractor Progress Claims
        • Modify Billing Details
        • Navigate to the Modify Contractor Progress Claim Page
      • Requesting Statutory Declarations for a Period
        • Requesting Statutory Declarations
        • Navigate to the Request Statutory Declaration Status Page
      • Navigate to the Manage Claims Page
    • Attachments Page for Head Contractors
      • Classifying and Un-classifying Uploaded Documents
      • Opening Uploaded Documents
      • Navigate to the Attachments Page
    • Reviewing the Progress Claim Log
    • Client Billing
      • Enter Progress Claim
        • Working with your Billing Workflow
          • Filtering and Using Search
          • Using Table Views
          • Subcontractor Rollup on Head Contractor's Progress Claim
        • Navigate to your Billing Workflow
        • Submitting a Progress Claim
          • Stored Materials for Head Contractors
            • Entering Stored Material Amounts
          • Progress Tab for Head Contractors
            • Progress Tab Fields Overview for Head Contractors
            • Recording Progress for Head Contractors
            • Uploading a Progress Claim
            • Billing by Units
            • Adding an Attachment as a Part of Your Billing Workflow
            • Deleting an Attachment as a Part of Your Billing Workflow
          • Retention Tab for Head Contractors
            • Billing for Retention
          • Additional Information Tab for Head Contractors
            • Recording Hours Worked and Drug Testing Certification
          • Review Tab for Head Contractors
            • Reviewing your Billing and Proceeding to Signing
            • Signing Claims and Period Documents
              • DocuSign Overview
                • Enforceability and Non-Repudiation of Transactions
                • Certificate of Completion
              • Signing Documents
              • Uploading Supporting Documents
        • Enter Progress Claim Error Overview
    • Close Period
      • Close Period Fields Overview
      • Closing a Period
      • Navigate to the Close Period Page
    • Print Period Documents
      • Printing Documents
      • Navigate to the Print Period Documents Page
    • Period Home Page for Head Contractors
      • Working with Period Home Page as a Head Contractor
      • Navigate to the Period Home Page for Head Contractors
      • View Period Request
        • View Period Fields Overview
        • Navigate to he View Period Request Page
    • Exporting Approved Progress Claims
    • View Contractors and Material Suppliers
      • Navigate to the View Contractors and Material Suppliers Page
  • Head Contractor Compliance Management
    • Head Contractor Compliance Overview
    • Setup Document Requirements
      • Creating Standard Compliance Requirements
      • Creating Recurring Compliance Requirements
      • Creating Conditional Compliance Requirements
      • Deleting Compliance Requirements
    • Compliance Requirement Status
      • Navigate to the Compliance Requirement Status Page
    • Business Classifications Tracking
      • Working with the Project Supplier Tracking Page
      • View Details Project Supplier Tracking Field Overview
      • Analyse Goals Project Supplier Tracking Fields
      • Adding a Project Classification Certificate
      • Changing a Contract Classification to General Conditions
      • Updating a Classification Percentage
      • Generating a Business Tracking Report
      • Navigate to the Project Supplier Tracking Page
    • Review Project Supplier Tracking for Head Contractors
      • Working with Review Project Supplier Tracking for Head Contractors
      • Uploading Certification
      • Assign a Project Classification
      • Update a Project Classification
      • Review a Project Classification
      • Navigate to the Review Project Supplier Tracking Page
    • Applying Payment Holds for Document Compliance
    • Legal Document Download
      • Navigate to the Legal Document Download Page
    • Edit Compliance Status
      • Navigate to the Edit Compliance Status Page
    • Track Offline Witness for Head Contractors
      • Approving an Uploaded Witnessed Document from the Review Witnessed Document Task
      • Track Offline Witness table Fields for Head Contractors
      • Approving an Uploaded Witnessed Document from the Track Offline Witness Page
      • Navigate to the Track Offline Witness Page for Head Contractors
  • Head Contractor Disbursement
    • Managing Disbursements Overview
      • Disbursing Payments Out of Order
    • Authorise Payments
      • Authorising Payments
      • Authorising Payments Fields
      • Navigate to the Authorise Payment Page
    • Organisation Level Payment Holds
      • Viewing Organisational Level Holds
      • Placing a Manual Organisation Level Holds
      • Releasing a Manual Organisational Level Hold
      • Releasing Automatic Organisational Level Holds
      • Navigate to the Subcontracts by Organisation Page
    • Edit Payment Status
      • About Payment Holds
      • Placing a Manual Payment Hold
      • Releasing a Payment Hold
      • Modifying Payment Option
      • About Payment Due Date Information and Override
      • Configuring Statutory Declaration Payment Holds
      • Adding Comments
      • Creating Split Payments and Joint Cheques
      • Creating Partial Payments
      • Deleting Partial Payments
      • Navigate to the Edit Payment Status Page
    • Manage Period Payments
      • Disbursing Project Funds
      • Adding Comments
      • Sending a Disbursement Notification
      • Navigate to the Manage Period Payments Page
    • Enterprise Wide Disbursement
      • Working with Enterprise Wide Disbursement Page
      • Configuring Tables
      • Disbursing Enterprise Wide Funds
      • Finding Disbursable Payments
      • Filtered and Selected Payment Reports
      • Enterprise Wide Disbursement Reports
      • Navigate to the Enterprise Wide Disbursement Page
    • Client Funding List
      • Entering Client Funding
      • Viewing Client Funding Payments
      • Client Funding List Fields
      • Navigate to the Client Funding List Page
      • Fund Subcontractor Claims
        • Fund Subcontractor Progress Claims Fields
        • Navigate to the Fund Subcontractor Claims Page
    • Reviewing TPA Maturity Payments
  • Head Contractor Reporting
    • Generate Reports
      • Creating a Report
      • Reports List (A to C)
      • Report List (D to H)
      • Report List (I to O)
      • Report List (P)
      • Report List (R to W)
      • Navigate to the Generate Reports Page
    • View Reports
      • Viewing a Report File
      • Viewing a Report Audit
      • Navigate to the View Reports Page
    • Reporting Tool
      • Period Reports List
      • Navigate to the Reporting Tool Page
    • Audit Reporting
      • Audit Reports List
      • Navigate to the Audit Reporting Page
    • Compliance Reports
  • Accounting Integration
    • Overbilling with CMIC
    • Integration Home
      • Working with Import Jobs Tab
        • Viewing Import Jobs
        • Starting an Import
        • Retrying an Import
        • Importing Work Breakdown
        • Viewing Job Results
        • Viewing Import File
      • Working with Export Jobs Tab
        • Viewing Export Jobs
        • Starting an Export
        • Viewing Export File
        • Viewing an Audit Report for Exported Jobs
      • Working with Exported Records
        • Editing Progress Claim Number
        • Selecting Files for Re-Export
      • Working with Schedule Jobs
        • Scheduling an Integration Job
        • Enabling or Disabling a Job Schedule
        • Editing a Job Schedule
        • Deleting a Job Schedule
      • Working with Configurations
      • Working with the Settings Tab
        • Adding ERP Authentication for TexturaLink Cloud
      • Navigate to the Integration Home Page
    • Manage Accounting Exports
      • Navigate to the Manage Accounting Exports Page
  • Manage Aconex Integration
    • Enabling Aconex Integration for Head Contractors
    • Aconex Integration Tab Fields Overview
    • Viewing Document Attachments in Aconex
    • Viewing Document Register
    • Viewing Projects in Aconex
• Subcontractors
  • Security Best Practices for Subcontractors
    • Protecting Your Oracle Textura Payment Management Account
    • Protecting Your Bank Account Data on Oracle Textura Payment Management as a Subcontractor
    • User Management for Subcontractors
    • Organisation Data Management for Subcontractors
    • Best Practices to Prevent Phishing and Social Engineering
    • Security Centre for Subcontractors
      • Security Update Table Fields Overview
      • Tracking User Updates
      • Tracking Organisation Updates
      • Tracking Login Attempts
      • Navigate to the Security Centre
  • Subcontractor Account Setup
    • Using the Subcontractor Invitation Email
    • Create Username for Subcontractors
      • Creating a Username and Password
      • Protecting Your Oracle Textura Payment Management Account
      • Navigate to the Create Username Page
    • Forgot Username
      • Requesting Your Username
    • Edit Subcontractor User Profile
      • Updating a User Profile for Subcontractors
      • Deactivating User Accounts for Subcontractors
      • User Permissions List for Subcontractors
      • User Roles List for Subcontractors
      • Resending User Invites for Subcontractors
      • Navigate to the Edit User Page
    • Project Roles Page
      • Working with Project Roles Page
      • Assigning User Roles Across Multiple Projects
      • Navigate to the Project Roles Page
    • My Organisation Profile for Subcontractors
      • General Information Overview for Subcontractors
      • Banking Information Overview for Subcontractors
      • Updating the My Organisation Profile Page for Subcontractors
        • Organisation Data Management for Subcontractors
      • Adding a Diversity Status
      • Navigate to the My Organisation Profile Page
    • My Organisation Settings for Subcontractors
      • Organisation Administration Overview for Subcontractors
      • Project Administration Overview for Subcontractors
      • Creating Segments for Subcontractors
      • Deleting Segments for Subcontractors
      • Manage Data Collection Overview
        • About Consent Notices
        • Setting Up a Data Collection Consent Notice
      • Choosing Organisation Settings for Subcontractors
      • Navigate to the My Organisation Settings Page
    • Create New Subcontractor Users
      • User Management for Subcontractors
      • Updating a User Profile for Subcontractors
      • User Roles List for Subcontractors
      • User Permissions List for Subcontractors
      • Navigate to the Create User Page
    • Security Centre for Subcontractors
      • Security Update Table Fields Overview
      • Tracking User Updates
      • Tracking Organisation Updates
      • Tracking Login Attempts
      • Navigate to the Security Centre
    • Home for Subcontractors
      • Working with the Home Page for Subcontractors
      • Saving Custom Filters
      • Deleting Custom Filters
      • Home Page Navigation Overview
        • Header Menus Overview for Subcontractors
          • Tools Menu Overview for Subcontractors
          • Organisation Menu Overview for Subcontractors
          • Name Menu Overview for Subcontractors
          • Announcements Tray Overview
          • Help Menu Overview for Subcontractors
        • Home Page Menus Overview for Subcontractors
          • Users Menu Overview for Subcontractors and SD Sub-Tiers
          • Organisations Menu Overview for Subcontractors
          • Tasks Menu Overview
      • Project Table Fields for Subcontractors
      • Messages
        • Customising the Messages Table Display
        • Unsubscribing From a Message
        • Archiving a Message
        • Unarchiving a Message
        • Viewing a Message
        • Navigate to the Messages Page
      • Invite Organisation for Subcontractors
        • Inviting an Organisation to use TPM
        • Navigate to the Select Organisation Dialogue Box
      • Browse Organisations
        • Searching for an Organisation with the Search Feature
        • Navigate to the Browse Organisations Page
      • Browse Users
        • Searching for a User
        • Navigate to the Browse Users Page
  • Set Up Project for Subcontractors
    • Confirm Contract
      • Confirming a Contract for Subcontractors
      • Understanding Organisation Credit Holds
      • Navigate to the Confirm Contract Page
    • Accept Textura Payment Accelerator Programme Enrolment
      • Enroling in TPA
      • Navigate to the Accept TPA Enrolment Page
    • User Roles for Subcontractors
      • About Required Project Roles
      • Assigning Users to Project Roles for Subcontractors
      • Navigate to the User Roles Page
    • Subcontractor Usage Fee
      • About the Usage Fees Page
      • Navigate to the Subcontractor Usage Fee Page
    • Generate Document Archive
      • Working with the Generate Document Archive Page
      • Generate Document Archive Table Fields Overview
      • Creating a Document Archive
      • Setting the Order of PDF Documents in a PDF Archive
        • Document Order Dialog Box Fields Overview
      • Setting the Filename Format in a ZIP Archive
      • Navigate to the Generate Document Archive Page
    • View Document Archive
      • View Document Archives Table Fields Overview
      • Downloading a Document Archive
      • Downloading a Document List
      • Navigate to the View Document Archives Page
    • Project Home for Subcontractors
      • Working with the Project Home Page for Subcontractors
      • Project Home Page Menu Navigation for Subcontractors
  • Subcontractor Sub-Tier or Supplier Management
    • Project Settings for Subcontractors
      • Project Settings Overview for Subcontractors
      • Advance Billing Overview for Subcontractors
      • Promote Subcontractor Billings Overview for Subcontractors
      • Navigate to the Project Settings Page
    • Invite Organisation for Subcontractors
      • Types of Sub-Tiers and Suppliers
      • Inviting an Organisation to use TPM
      • Navigate to the Select Organisation Dialogue Box
    • Contract Maintenance for Subcontractors
      • Sub-Tier Subcontract Settings Overview
      • Creating Sub-Tier Subcontracts
      • Reassigning Sub-Tier Subcontracts
      • Completing Sub-Tier Subcontracts
      • Navigate to the Contract Maintenance Page
    • Subcontract List for Subcontractors
      • Working with the Subcontract Listing Page for Subcontractors
      • Subcontracts Fields Overview
      • Looking up Subcontracts Issued to an Organisation
      • Navigate to the Subcontract List Page
    • Contract Status for Subcontractors
      • Working with the Contract Status Page for Subcontractors
      • Contract Status Fields for Subcontractors
      • Navigate to the Contract Status Page for Subcontractors
    • About Deleting a Statutory Declaration Only or Manual Sub-Tier for Subcontractors
      • Deleting a Sub-Tier Organisation
    • On-System Supplier Period Management Overview
      • Manage Period Participants for Subcontractors
        • Manage Period Participants Informational Fields Overview for Subcontractors
        • Filtering Period Participants
        • Adding Period Participants
        • Navigate to the Manage Period Participants Page
      • Manage Progress Claims for Subcontractors
        • Working with the Manage Progress Claims Page for Subcontractors
        • Approving Sub-Tier Progress Claims
        • Navigate to the Manage Progress Claim Page
  • Subcontractor Work Breakdown Management
    • Edit Work Breakdown as a Subcontractor
      • Working with the Work Breakdown Page as a Subcontractor
      • About Modifying the Work Breakdown for Subcontractors
        • Reallocating Budget Amounts to a New Line Item for Subcontractors
        • Reallocating Budget Amounts to an Existing Line for Subcontractors
        • Viewing Subcontracted Lines for Subcontractors
      • Uploading Subcontract WB from CSV
      • Breaking Out Subcontractor WB Manually
      • Edit Work Breakdown Fields Overview for Subcontractors
      • Edit WB Tab of Subcontractor Work Breakdown
      • Edit Contract Tab Overview for Subcontractors
      • Edit Billings Tab Overview for Subcontractors
      • Navigate to the Edit Work Breakdown Page
      • Setup Claim Codes
        • Setting Up Claim Codes
        • Setting Up Breakout Codes
        • Setting Up Handling Codes
        • Navigate to the Setup Claim Codes Page
      • Assign Claim Codes
        • Assigning Claim Codes
        • Navigate to the Assign Claim Codes Page
      • Edit Code Hierarchy
        • Creating New Hierarchy Nodes
        • Navigate to the Edit Code Hierarchy Page
    • View Work Breakdown for Subcontractors
      • View Work Breakdown Fields for Subcontractors
      • Navigate to the View Breakdown Page
  • Subcontractor Variation Management
    • Variations for Subcontractors
      • Variations Overview for Subcontractors
      • Working with the Variations Page for Subcontractors
      • Creating Sub-Tier Subcontract Variations
      • Deleting Sub-Tier Variations
      • Uploading a Variation Document
      • Viewing an Uploaded Variation Document
      • Variation Fields Overview for Subcontractors
      • Request Variations Tab
        • Requesting Variations
        • Uploading Variations from a CSV
      • Variation Register Tab for Subcontractors
        • Filtering and Sorting on the Variation Register Tab
        • Generating a Variation Register Report as a Subcontractor
        • Variation Register Tab Fields for Subcontractors
      • Navigate to the Variations Page
    • View/Edit Potential Variations
    • Allocate Variations as a Subcontractor
      • Allocating a Variation
      • Navigate to the Variation Allocation Page
  • Subcontractor Claim Cycle Process
    • Claims Process Overview
      • My Claims Submission for Subcontractors
        • Working with your Billing Workflow as Subcontractors
          • Filtering and Using Search for Subcontractors
          • Using Table Views for Subcontractors
        • Submitting a Progress Claim for Subcontractors
        • Navigate to your Billing Workflow for Subcontractors
        • Stored Materials Tab for Subcontractors
          • Recording Stored Materials on the Stored Materials Tab for Subcontractors
        • Progress Tab for Subcontractors
          • Sub-Tier Rollup on Progress Claims Overview
          • Progress Tab Fields Overview
          • Recording Progress Billing for Subcontractors
          • Declining to Claim for Subcontractors
          • Importing a Progress Claim for Subcontractors
          • Configuring Subcontractor Unit Billing
          • Claiming with Specified Billing and Advance Billing
        • Retention Tab for Subcontractors
          • Billing for Subcontractor Retention
        • Record Sub-Tiers Tab
          • Recording Payments Made to Sub-Tiers
        • Certifications Tab for Subcontractors
        • Additional Information Tab for Subcontractors
          • Recording Hours Worked for Subcontractors
          • Recording Drug Testing Certifications
        • Review Tab for Subcontractors
          • Reviewing your Billing and Proceeding to Signing for Subcontractors
          • Usage Fee Failures
          • DocuSign Overview
            • Enforceability and Non-Repudiation of Transactions
            • Certificate of Completion
          • Signing Documents for Subcontractors
            • Bypassing Electronic Witnessing When Signing a Document
    • Attachments for Subcontractors
      • Uploading Backup Documents
      • Opening Uploaded Files
      • Navigate to the Attachments Page
    • Print Period Documents
      • Printing Documents
      • Navigate to the Print Period Documents Page
    • My Progress Claims
      • My Progress Claims Table Fields
      • Filtering Your Progress Claims
      • Adding an Attachment as a Part of Your Billing Workflow
      • Deleting an Attachment as a Part of Your Billing Workflow
      • Navigate to the My Progress Claims Page
    • Period Home Page for Subcontractors
      • Working with Period Home for Subcontractors
      • Navigate to the Period Home Page for Subcontractors
    • View Contractors and Material Suppliers for Subcontractors
      • Navigate to the View Contractors and Material Suppliers Page
  • Subcontractor Compliance Management
    • Subcontractor Compliance Overview
    • Navigate to the Compliance Requirement Update Page
    • Edit Compliance Status Page
      • Review and Submit Compliance Requirements
      • View Uploaded Document
      • Delete Attachment
      • Change Project
      • Navigate to the Edit Compliance Status Page
    • View Subcontractor Compliance Status
    • Sub-Tier/Supplier Compliance
      • Tracking Status of Required Compliance Documents
      • Set Up Document Requirements Fields
      • Navigate to the Set Up Document Requirements Page
    • Review Project Supplier Tracking Subcontractors
      • Working with the Review Project Supplier Tracking Page for Subcontractors
      • Proposing a Project Supplier Classification
      • Uploading Certification
      • Navigate to the Review Project Supplier Tracking Page
    • Track Offline Witness for Subcontractors
      • Uploading a Witnessed Document from the Upload Witnessed Document Task
      • Track Offline Witness Table Fields for Subcontractors
      • Uploading a Witnessed Document from the Track Offline Witness Page
      • Navigate to the Track Offline Witness Page for Subcontractors
  • Subcontractor Payments
    • Approve Split Payment
      • Approving or Rejecting Split Payments
      • Navigate to the Approve Split Payment Page
    • Payment Receipt
      • Navigate to the Payment Receipt Page
    • Approving Discounts Outside of Terms
      • Approving or Rejecting Discounts
      • Navigate to the Approve Discount Outside of Terms Page
  • Subcontractor Reporting
    • Generate Reports for Subcontractors
      • Report List for Subcontractors
      • Navigate to the Generate Reports Page
    • View Reports
      • Viewing a Report File
      • Viewing a Report Audit
      • Navigate to the View Reports Page
  • Manage Aconex Integration for Subcontractors
    • Enabling Aconex Integration for Subcontractors
• Sub-Tier Subcontractors and Suppliers
  • Statutory Declaration Only Sub-Tiers
    • Sub-Tier Account Setup
      • Using the Subcontractor Invitation Email
      • Create Username for Subcontractors
        • Creating a Username and Password
        • Protecting Your Oracle Textura Payment Management Account
        • Navigate to the Create Username Page
      • Edit Sub-Tier User Profile
        • Editing the Sub-Tier User Profile
        • Setting Up a Verification Phone Number for Subcontractors
        • Deactivating User Accounts for Subcontractors
        • Navigating to the Edit User Page
      • Reset e-Sign PIN for Subcontractors
        • Updating the e-Sign PIN for Subcontractors
        • Protecting Your Oracle Textura Payment Management Account
        • Navigate to the Edit e-Sign PIN Page
      • My Organisation Profile for SD Subs
        • General Information Overview for SD Subs
        • Updating the Organisation Profile for SD Subs
        • Navigate to the My Organisation Profile Page
      • My Organisation Settings for SD Subcontractors
        • Organisation Administration Overview for SD Subcontractors
        • Choosing Organisation Settings for SD Subs
        • Setting Up a Data Collection Consent Notice
        • Navigate to the My Organisation Settings Page
      • Create New Sub-Tier Users
        • Updating an SD Sub-Tier User Profile for Another User
        • Navigate to the Create User Page
      • Home Page for Sub-Tiers
        • Working with the Home Page for Statutory Declaration Only Sub-Tiers
        • Home Page Navigation Overview for SD Sub-Tiers
          • Header Menus Overview for SD Sub-Tiers
            • Organisation Menu Overview for SD Sub-Tiers
            • Name Menu Overview for SD Sub-Tiers
            • Announcements Tray Overview
            • Help Menu Overview for SD Sub-Tiers
          • Home Page Menus Overview for SD Sub-Tiers
            • Users Menu Overview for Subcontractors and SD Sub-Tiers
            • Organisations Menu Overview for SD Sub-Tiers
            • Users Menu Overview for Subcontractors and SD Sub-Tiers
    • Sub-Tier Claims Process
      • Sub-Tier Home Page
        • Working with the Sub-Tier Home Page
        • Sub-Tier Home Page Navigation
      • Sign Sub-Tier Document
        • DocuSign Overview
          • Enforceability and Non-Repudiation of Transactions
          • Certificate of Completion
        • Signing a Document as a Statutory Declaration Sub-Tier
        • Navigate to the Sign Sub Tier Document Page
  • On-System Sub-Tiers
    • Sub-Tier Compliance Overview
• Owners
  • Common Owner Workflow
  • Service Request for Owners
    • Creating a Service Request
  • Security Best Practices for Owners
    • Managing Personal Information
      • About Personal Information
      • Personal Data in TPM
      • Your Responsibility
        • Protecting Your Oracle Textura Payment Management Account
        • Protecting Your Bank Account Data on Oracle Textura Payment Management
        • Managing User Access
        • Organisation Data Management
        • Oracle Customer Service User and PI
        • Best Practices to Prevent Phishing and Social Engineering
      • Cookie Usage
      • About Consent Notices
        • Setting Up a Data Collection Consent Notice
    • Security Centre for Owners
      • Security Update Table Fields Overview
      • Tracking User Updates
      • Tracking Organisation Updates
      • Tracking Login Attempts
      • Navigate to the Security Centre
  • Owner Account Setup
    • Creating Username for Owners
      • Creating a Username and Password
      • Protecting Your Oracle Textura Payment Management Account
      • Navigate to the Create Username Page
    • My Organisation Profile for Owners
      • Updating the My Organisation Profile Page
        • Protecting Your Bank Account Data on Oracle Textura Payment Management
        • Organisation Data Management
    • My Organisation Settings for Owners
      • Choosing Organisation Settings for Owners
      • Organisation Settings Overview for Owners
  • Project Setup for Owners
    • Project Setup Workflow
    • Adding a Project for Owners
    • Deleting a Project
    • Accept the Project
      • Accepting the Project Owner Role
      • Navigate to the Accept the Project Page
    • Create Project Participants for Owners
      • Navigate to the Create Project Participants Page for Owners
    • Choose Project Settings for Owners
      • Project Settings Overview for Owners on Head Contractor Created Projects
      • Selecting Project Settings for Owner Created Projects
        • General Information Settings for Owners
        • Project Settings for Owners
        • Contract Settings for Owners
        • Document Settings for Owners
        • Site Information Settings for Owners
        • Metering Settings for Owners
      • Document Sets for Owners
        • Working with the Document Sets Page for Owners
        • Creating a Document Set for Owners
        • Navigate to the Document Sets Page
      • Assign Document Sets for Owners
        • Working with the Assign Document Set Page for Owners
        • Assign Document Sets Table Field Overview
        • Assigning a Document Set
        • Navigate to the Assign Document Set Page
      • Navigate to the Choose Project Settings Page for Owners
    • User Roles for Owners
      • About Project Roles
      • Assigning Users to Project Roles
      • Navigate to the User Roles Page
    • Edit Project Funding for Owners
      • Adding or Updating Project Funding Details
      • Navigate to the Edit Project Funding Pane
    • Project Home for Owners
      • Working with the Project Home Page as an Owner
      • Project Navigation Overview for Owners
        • Selector Overview for Owners
        • Project Menus Overview for Owners
          • My Contract Menu Overview for Owners
          • Compliance Menu Overview for Owners
          • Project Setup Menu Overview for Owners
          • Project Tools Menu Overview for Owners
          • Integration Menu Overview for Owners
  • Period Process for Owners
    • Working with Period Home Page as an Owner
    • Disable Owner Workflow for Owners Working as Head Contractors
    • Contract Status for Owners
    • Owner and Architect Approval
      • Serial Approval Scenarios for Owners
  • Variations for Owners
    • Working with the Variations Page for Owners
    • Uploading a Variation Document
    • Viewing an Uploaded Variation Document
    • Variations Fields for Owners
    • Navigate to the Variations Page
  • Owner Disbursement
    • Manage Period Payments for Owners
      • Disbursing Funds as an Owner
      • Adding Comments
      • Sending a Disbursement Notification
      • About Configuring Out of Order Disbursements for Owners
        • Disbursing Future Period Payments for Owners
      • Navigate to the Manage Period Payments Page
    • Edit Payment Status for Owners
      • About Payment Holds for Owners
      • Placing a Manual Payment Hold
      • Releasing a Payment Hold
      • Modifying Payment Option
      • Configuring Statutory Declaration Payment Holds
      • Adding Comments
      • Navigate to the Edit Payment Status Page
    • Enterprise Wide Disbursement
      • Working with the Enterprise Wide Disbursement Page for Owners
      • Configuring Tables
      • Disbursing Enterprise Wide Funds
      • Finding Disbursable Payments
      • Filtered and Selected Payment Reports
      • Enterprise Wide Disbursement Reports
      • About Configuring Out of Order Disbursements for Owners
        • Disbursing Future Period Payments for Owners
      • Navigate to the Enterprise Wide Disbursement Page
  • Owner Reporting
    • Creating a Report
    • Viewing a Report File
    • Reports List (A to C)
    • Reports List (D to H)
    • Report List (I to O)
    • Report List (P)
    • Report List (Q to V)
• Workflow Guides
  • Getting Started with TPM
    • Learn About TPM
      • About TPM
    • Create Your User Account
      • Using the Invitation Email for Subcontractors
      • Creating a Username and Password
      • Updating a User Profile for Subcontractors
      • Setting Up a Verification Phone Number
    • Update Your Organisation Profile
      • Updating the My Organisation Profile Page for Subcontractors
      • Choosing Organisation Settings for Subcontractors
    • Purchase TPM from the Oracle Cloud Store
      • About the Oracle Store Registration Email
      • Adding TPM to Your Oracle Cloud Store Cart
      • Creating an Oracle Cloud Store Account
      • Continue the Checkout Process
        • Adding Additional Information
        • Adding Service Details
        • Adding Billing Information
        • Viewing Payment Information
        • Updating GST Exemption Status
        • Accepting the Terms and Conditions
        • Confirming and Placing Your Order for TPM
    • Participating in a Project
      • Confirming a Contract for Subcontractors
    • More Information
  • Title and Copyright Information
  • Updating a Budget
    • Work Breakdown Management
      • Working with the Work Breakdown Page as a Subcontractor
        • Navigate to the Edit Work Breakdown Page
      • Edit Work Breakdown as a Subcontractor
        • Breaking Out Subcontractor WB Manually
          • Reallocating Budget Amounts to a New Line Item for Subcontractors
          • Reallocating Budget Amounts to an Existing Line for Subcontractors
        • Uploading Subcontract WB from CSV
        • Viewing Subcontracted Lines for Subcontractors
      • Additional Work Breakdown Information
        • Edit Work Breakdown Fields Overview for Subcontractors
        • Edit WB Tab of Subcontractor Work Breakdown
        • Edit Contract Tab Overview for Subcontractors
        • Edit Billings Tab Overview for Subcontractors
    • Allocate Variations as a Subcontractor
      • Allocating a Variation
      • Navigate to the Variation Allocation Page
  • Title and Copyright Information
  • Claim Process for Subcontractors
    • Working with your Billing Workflow as Subcontractors
      • Navigate to your Billing Workflow for Subcontractors
      • Filtering and Using Search for Subcontractors
      • Using Table Views for Subcontractors
    • Submitting Your Progress Claim
      • Recording Stored Materials on the Stored Materials Tab for Subcontractors
      • Recording Progress Billing for Subcontractors
      • Billing for Subcontractor Retention
      • Recording Payments Made to Sub-Tiers
      • Recording Hours Worked for Subcontractors
      • Reviewing your Billing and Proceeding to Signing for Subcontractors
      • Signing Documents for Subcontractors
    • Requesting Variations
    • Review and Submit Compliance Requirements
      • Navigate to the Edit Compliance Status Page
    • Additional Information
      • Progress Tab Fields Overview
      • Sub-Tier Rollup on Progress Claims Overview
      • Importing a Progress Claim for Subcontractors
      • Declining to Claim for Subcontractors
      • Configuring Subcontractor Unit Billing
      • Claiming with Specified Billing and Advance Billing
      • DocuSign Overview
        • Enforceability and Non-Repudiation of Transactions
        • Certificate of Completion
  • Title and Copyright Information
  • Variation Management
    • Working with the Variations Page for Subcontractors
      • Navigate to the Variations Page
      • Filtering and Sorting on the Variation Register Tab
      • Generating a Variation Register Report as a Subcontractor
    • Requesting Variations
    • Uploading Variations from a CSV
    • Sub-Tier Variation Management for Prime Contractors
      • Creating Sub-Tier Subcontract Variations
      • Deleting Sub-Tier Variations
    • Allocate Variations as a Subcontractor
      • Navigate to the Variation Allocation Page
      • Allocating a Variation
    • Additional Variation Information
      • Uploading a Variation Document
      • Viewing an Uploaded Variation Document
      • Variation Fields Overview for Subcontractors
      • Variation Register Tab Fields for Subcontractors