Disable Owner Billing Workflow Overview for Owners Acting as Main Contractors

When creating a project and performing the role of a Main Contractor, Owners 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.

When disabled:

Owners do not submit applications
The system does not generate Enter Application or Send to Signer steps for Owners.

Since Owners acting as 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, Owners will only complete the following steps:

Manage Payment Applications
Close Period
Authorise Payments
Manage Period Payments.
Note: The above help links lead to Main Contractor documentation. When your Owner organisation acts as a Main Contractor, you will experience the Main Contractor workflow.

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 Owner may or may not have closed the period
Completed: The Owner has disbursed payment to all Subcontractors.

Next: Contract Status for Owners