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:
- Identify a new project to manage.
- 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.
- Adding a Project for Owners.
- Add the Main Contractor to the project.
- Select User Roles for members of your organisation. You must have an assigned role to interact with the project directly.
- 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.
- 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.
- Approve the Main Contractor's payment application. The most common approval method for Owners is Serial Signatory Approval.
Last Published Wednesday, July 10, 2024