Disabling Owner Billing when Creating a Project
Main Contractors with Create Projects permissions can disable the Owner Billing workflow when creating a new project. Disable this setting when the Owner or Architect for a project is off-system.
- From the TPM Home Page, select the +Add Project button.
An Add Project dialog box displays.
- In the dialog box, complete all required fields.
- Ensure the Enable Owner Billing Workflow option is deselected.
Note: This option is deselected by default.
- Select Save.
The dialog box closes and the system navigates to the Create Project Participants screen.
- (Optional) On the Create Project Participants screen, add a Title Company, Project Owner, Project Architect, or Supervisory Organisation.
Project Managers cannot link Project Owner or Architect information to an on-system organisation.
- Continue the project setup process.
The project setup process follows the same steps as the process for projects with Owner billing enabled.
Last Published Wednesday, July 10, 2024