Common Owner Workflow

As an Owner, you can work with client services to set up your account and begin your project management.

To create and manage a project on TPM, work through the following steps:

  1. Identify a new project to manage.
  2. Identify a Main Contractor who you will work with on the project. Consider sending an introduction email to your Main Contractor and TPM account lead to notify them of the new project.
  3. Adding a Project for Owners.
  4. Add the Main Contractor to the project.
  5. Select User Roles for members of your organisation. You must have an assigned role to interact with the project directly.
  6. The Main Contractor invites Subcontractors and initiates periods.
    • Main Contractors directly hold contracts with Subcontractors on TPM.
    • Main Contractors manage the project Work Breakdown (WB). As the owner, you can choose to lock the WB prevent changes being made to the WB.
    • Owners can access a View Only version of subcontracts, WB, change orders, compliance, and the Manage VAT Invoices page.
  7. At the end of a period, the Main Contractor submits a payment application to the Owner. Approvers in your organisation are notified when the payment application becomes available for approval.
  8. Approve the Main Contractor's payment application. The most common approval method for Owners is Serial Signatory Approval.