Date Tracking Settings

Project Duration

The dates entered in the Project Duration section roll over from the details entered in the +Add Project dialog box. If the timeline of a project changes, you can accommodate the change in the Current Estimated Start Date and Current Estimated Completion Date fields. The Original Estimated Start Date and Original Estimated Completion Date cannot be changed.

Method to calculate due dates

Choose an option for how TPM will calculate due dates. There are two options: Calendar Days and Custom Calendar. The Custom Calendar option is selected by default if your organisation has at least one custom calendar saved to the Organisation Settings page.

Selecting the Custom Calendar option displays a Custom Calendar Days drop-down list. This list includes all custom calendars Enterprise Administrators in your organisation created and saved on the Organisation Settings page. After you select the calendar you wish to use for the project, TPM will calculate deadlines based on the working and nonworking days specified in the calendar.

Owner Approval and Payment Deadlines

Capture payment application Date from Main Contractor to Owner tick box

Select this tick box to enable the Track Period Deadlines feature. The Track Period Deadlines page is displayed on the Period Home page and in the Project Home page, under the Period drop-down menu. The options you select here are used to calculate the dates on Track Period Deadlines page. For more information, see topic Track Period Deadlines.

Use payment application approval deadline

Select how you want to calculate the deadline for when the Owner must send a payment application response to the MC.

From the drop-down option, select Proper payment application Date to calculate the payment application response deadline date.
Offset Days (+/-): Enter the number of days the Owner has before or after the Proper payment application Date to respond to a payment application.

Use payment due date (PDD)

Select how you want to calculate the deadline for when the Owner should disburse payments to the MC.

From the drop-down option, select Proper payment application Date to calculate the Payment Due Date.
Offset Days (+/-): Enter the number of days the Owner has before or after the Proper payment application Date to disburse payments.

Subcontractor payment application Approval and Payment Deadlines

Send email reminders for unsubmitted payment applications

Select this check box to send email reminders to Subcontractors to submit their unsubmitted payment application before the period due date.
Days before period due date: Enter the number of offset days before the period due date to trigger the email reminder.

Use payment application approval deadline tick box

Select this setting to track Subcontractor payment application Approval due dates.

Select a payment application Approval Deadline drop-down: Choose a trigger to calculate the date a payment application Approver must approve a Subcontractor payment application.
Offset Days (+/-): Enter the number of days the payment application Approver has before or after the selected trigger to approve a payment application.

Send email reminder (number) days before payment application Approval Deadline

This field is editable if the payment application Approval Deadline is enabled. Enter the number of days before the payment application Approval Deadline you want to send emails to payment application approvers reminding them that a payment application is awaiting approval.

Use payment due date (PDD) tick box

Select this setting to generate the date a payment should be disbursed to Subcontractors.

Select a PDD drop-down: Choose a trigger to calculate the date payments should be disbursed to Subcontractors.
Offset Days (+): Enter the maximum number of days Subcontractor payments are due after a selected PDD trigger.

Allow Payment Due Date Override tick box (Optional)

Select this setting to allow a manual override of the date a Subcontractor payment is due.

When you use the Allow payment deadline dates to fall on a specific date organisation setting and you also choose either a Base Date or Base Offset Day(s), you cannot interact with this setting. It is automatically ticked. You will also see one of the following messages, depending on your chosen Payment Due Date organisation setting:

All the payment due dates have been defaulted to (Days of the week selected on the Organisation Settings page)
All the payment due dates have been defaulted to (Days of the month selected on the Organisation Settings page)
Note: To see a record of unapproved payment applications and approval deadlines, generate the Unapproved payment application report.

Next: Subcontract Settings