Configuring Owner Funding Settings

As a Main Contractor, use the Track Owner Funding feature to track the date an Owner funds a period on the system.

Set up the Project.
1. Navigate to the Project Settings Page
  - Once the Create Project Participants page is completed, the system displays the Project Settings page.
  - After creating a project, choose Project Settings under the Project Setup menu at the top of any page.
2. From the Project Settings page, select the Track Owner Funding setting under the Project Information section.
  The Owner Funding section will display on the Period Home page.
(Optional) Select the Payment Due Date setting to generate the date payments should be disbursed to Subcontractors after the Owner funds a draw.

Tip

Include an Owner Funding Manager

The Track Owner Funding Date setting requires a project include an Owner Funding Manager. The Owner Funding Manager role can only be assigned to users with Manage Owner Funding permissions.

Next: Viewing Owner Funding