Disabled Owner Billing Workflow Overview

When creating a project with an off-system Owner or Architect, Main Contractors can choose to disable the Owner billing workflow. Disabling the Owner billing workflow streamlines the period process by enabling Project Managers to bypass the Enter Application step so focus can remain on Subcontractor application approval and disbursement.

The Owner billing workflow can also be disabled from the Project Settings screen for an existing project. If a project has an on-system Owner or Architect, this setting cannot be disabled.

When disabled:

Main Contractors do not submit applications
The system does not generate Enter Application or Send to Signer steps for Main Contractors
Project Managers also cannot link to an on-system Owner or Architect on the Edit Project Participants screen.

Since Main Contractors no longer need to submit an application during period periods for projects without Owner billing, the way the period progresses differs from the process experienced during an Owner billing workflow.

Instead of submitting an Owner application, Main Contractors will only complete the following steps:

Additionally, the location of the period on the Period Home Page changes depending on the current state of Subcontractor payments:

Open—Subcontractor billing is still in progress
The following scenarios will place the period in the Open section:
- Subcontractor payment applications are awaiting approval
- The new period does not yet include Subcontractors
Pending Payment—All Subcontractor payment applications are approved
The Main Contractor may or may not have closed the period
Completed—The Main contractor has disbursed payment to all Subcontractors.

Next: My Payment Application Submission