Table of Contents

• Title and Copyright Information
• FAQs Europe
• Help System
  • Help Panel Overview
  • Using Help
• Navigating Using a Keyboard
• Main Contractors
  • Security Best Practices for Main Contractors
    • Managing Personal Information
      • About Personal Information
      • Personal Data in TPM
      • Cookies Usage
      • Your Responsibility
        • Protecting Your Oracle Textura Payment Management Account
        • Protecting Your Bank Account Data on Oracle Textura Payment Management for Main Contractors
        • Managing User Access
        • Organisation Data Management
        • Oracle Customer Service User and PI
        • Best Practices to Prevent Phishing and Social Engineering
      • About Consent Notices
        • Setting Up a Data Collection Consent Notice
    • Security Centre for Main Contractors
      • Security Update Table Fields Overview
      • Organisation Updates Table Fields Overview
      • Tracking User Updates
      • Tracking Organisation Updates
      • Tracking Login Attempts
      • Navigate to the Security Centre
  • Service Requests for Main Contractors
    • Creating a Service Request
  • Account Setup for Main Contractors
    • Invitation Email Overview for Main Contractors
    • Create Username for Main Contractors
      • Creating a Username and Password
      • Protecting Your Oracle Textura Payment Management Account
      • Navigate to the Create Username Page
    • Forgot Username
      • Requesting Your Username
    • Edit User for Main Contractors
      • Updating a User Profile
      • User Roles List Overview for Main Contractors
      • User Permissions List Overview for Main Contractors
      • Resending User Invites
      • Deactivating User Accounts
      • Setting Up a Verification Phone Number
      • Navigate to the Edit User Page
    • Project Roles Page
      • Working with Project Roles Page
      • Assigning User Roles Across Multiple Projects
      • Navigate to the Project Roles Page
    • Reset e-Sign PIN for Main Contractors
      • Updating the e-Sign PIN
      • Navigate to the Reset e-Sign PIN Page
    • Organisation Profiles for Main Contractors
      • Working with the Organisation Profiles Page
      • Creating a Secondary Organisation
      • Deleting a Secondary Organisation
      • Navigate to the Organisation Profiles Page
      • My Organisation Profile for Main Contractors
        • Updating the My Organisation Profile Page
          • Protecting Your Bank Account Data on Oracle Textura Payment Management for Main Contractors
          • Organisation Data Management
        • Navigate to the My Organisation Profile Page
      • My Organisation Settings for Main Contractors
        • Choosing Organisation Settings for Main Contractors
        • Organisation Settings for Main Contractors
        • Managing Organisation Level Rejection Responses
        • Creating a Custom Calendar
        • Navigate to the My Organisation Settings Page
        • Managing Main Contractor Segments
          • Creating a Segment for Main Contractors
          • Deleting a Segment for Main Contractors
        • VAT Codes
          • Adding a New VAT Code
          • Viewing the VAT Codes
          • Assigning VAT Codes to a Project for Main Contractors
          • Assigning VAT Codes to a Subcontract for Main Contractors
          • VAT Codes Fields Overview
    • Create User for Main Contractors
      • Updating a User Profile for Another User
      • Managing User Access
      • Managing User Access
      • User Roles List Overview for Main Contractors
      • User Permissions List Overview for Main Contractors
      • Navigate to the Edit User Profile Page
    • Security Centre for Main Contractors
      • Security Update Table Fields Overview
      • Tracking User Updates
      • Tracking Organisation Updates
      • Tracking Login Attempts
      • Navigate to the Security Centre
    • Home for Main Contractors
      • Working with the Home Page for Main Contractors
      • Saving Custom Filters
      • Deleting Saved Filters
      • Home Page Navigation Overview
        • Header Menus Overview for Main Contractors
          • Tools Menu Overview for Main Contractors
          • Organisation Name Menu Overview for Main Contractors
          • Name Menu Overview
          • Announcements Tray Overview
          • Help Panel Overview
        • Home Page Menus Overview for Main Contractors
          • Users Menu Overview for Main Contractors
          • Organisations Menu Overview for Main Contractors
          • Tasks Menu Overview
      • Project Table Fields Overview
      • BACS Debit Help
        • Enabling BACS Debit Transfers
        • BACS Debit Help Fields
        • Navigate to the BACS Debit Help Page
    • DocWriter Library
      • Working With the DocWriter Library Page
      • Viewing Document Previews
      • Navigate to the DocWriter Library Page
    • Messages
      • Customising the Read Messages Table Display
      • Unsubscribing from a Message
      • Archiving a Message
      • Unarchiving a Message
      • Viewing a Message
      • Navigate to the Messages Page
    • Project Information
      • Project Information Fields
      • Navigate to the Project Information Page
    • Invite Organisation
      • Inviting an Organisation to Use TPM
      • Navigate to the Select Organisation Dialogue Box
    • Browse Organisations
      • Searching for an Organisation with the Search Feature
      • Navigate to the Browse Organisations Page
    • Browse Users
      • Searching for a User
      • Navigate to the Browse Users Page
    • Subcontracts by Organisation
      • Searching for Contracts with a Specific Organisation
      • About Organisation Level Holds
      • Subcontracts by Organisation Fields
      • Viewing Organisation Level Holds
      • Placing an Organisation Level Hold
      • Releasing a Manual Organisation Level Hold
      • Releasing Automatic Organisational Holds
      • Navigate to the Subcontracts by Organisation Page
    • Tasks
      • Working With the Tasks Page
      • Filtering and Ordering Tasks
      • Saving Custom Filters
      • Deleting Saved Filters
      • Tasks Table Fields
      • Navigate to the Tasks Page
    • Vendor CIS Information
      • Vendor CIS Information Column Overview
      • Updating an Organisation's Task Status
      • Navigate to the Vendor CIS Information Page
  • Manage Textura Payment Accelerator Programmes for Main Contractors
    • Editing TPA Project Settings
      • TPA Project Settings List
    • Edit Organisation TPA Overrides
      • Blocking TPA Enrollment
      • Edit Organisation TPA Overrides Fields
      • Navigate to the Edit Organisation TPA Overrides Page
    • Notice of Lending
      • Setting Up Notice of Lending for Your Organisation
      • Setting Up Notice of Lending Tracking on a Project
      • Tracking Notice of Lending Compliance
      • Notice of Lending Fields
      • Navigate to the Notice of Lending Page
    • TPA Maturity Payments
      • Reviewing TPA Maturity Payments
      • Navigate to the Maturity Payments Page
  • Project Setup
    • Owner-Created Project Workflow
    • Main Contractor-Created Project Setup Workflow
    • Disabling Owner Billing when Creating a Project
    • Understanding Organisation Credit Holds
    • Confirm Contract for Main Contractors
      • Confirming a Contract for Main Contractors
      • Navigate to the Confirm Contract Page for Main Contractors
    • Adding a Project
    • Deleting a Project
    • Project Fees Information Page for Main Contractors
      • About the Project Fee Information Page for Main Contractors
      • Exporting Project Fees Data
      • Navigate to the Project Fees Information Page
    • Create Project Participants for Main Contractors
      • About Project Participants
      • Adding Project Participants
      • Navigate to the Create Project Participants Page
    • Project Participants
      • Viewing Project Participants
      • Navigate to the Project Participants Page
    • Choose Project Settings
      • Selecting Project Settings for Main Contractors
        • General Information Settings
        • Project Information Settings
        • Date Tracking Settings
        • Subcontract Settings
        • Period Settings
        • Retention Settings
        • Payment Hold Settings
        • Document Settings
        • VAT Invoice Settings
        • Site Information
        • Main Contractor Information
        • Metering Settings for Main Contractors
      • Customising Advanced Project Settings
        • Main Contractor Project Information Settings
        • User Defined Fields
      • Editing TPA Project Settings
        • TPA Project Settings
      • Customising Project Level Payment Application Rejection Text
      • Disabling Owner Billing when Updating Project Settings
      • Using Advance Billing
      • Configuring Owner Funding Settings
      • Viewing Owner Funding
      • Tracking Owner Funding
      • Document Sets for Main Contractors
        • Working with the Document Sets Page for Main Contractors
        • Creating a Document Set for Main Contractors
        • Navigate to the Document Sets Page
      • Assign Document Sets for Main Contractors
        • Working with the Assign Document Sets Page for Main Contractors
        • Assign Document Sets Table Fields
        • Assigning a Document Set
        • Navigate to the Assign Document Set Page
      • Navigate to the Project Settings Page
    • User Roles for Main Contractors and Owners
      • About Project Roles
      • Assigning Users to Project Roles
      • Navigate to the User Roles Page
    • Edit Project Funding
      • Adding or Updating Project Funding Details
      • Navigate to the Edit Project Funding Pane
    • Generate Document Archive
      • Working with the Generate Document Archive Page
      • Generate Document Archive Table Fields Overview
      • Creating a Document Archive
      • Setting the Order of PDF Documents in a PDF Archive
        • Document Order Dialogue Box Fields Overview
      • Setting the Filename Format in a ZIP Archive
      • Accessing the Generate Document Archive Page
    • View Document Archive
      • View Document Archives Table FIelds Overview
      • Downloading a Document Archive
      • Downloading a Document List
      • Accessing the View Document Archives Page
    • Project Home for Main Contractors
      • Working with the Project Home Page for Main Contractors
      • Project Home Page Navigation for Main Contractors
  • Contract Administration
    • Subcontractor Participation Overview
    • Subcontract List
      • Working with the Subcontract List Page
      • Subcontract Fields
      • Navigate to the Subcontract List Page
    • Create Subcontracts Manually
    • Import Subcontracts
    • Contract Fields and Settings
    • Navigate to the Create Subcontract Page
    • Contract Maintenance for Main Contractors
      • Reassign Subcontracts
      • Deleting Unaccepted Subcontracts
      • Deleting an Accepted Subcontract
      • Navigate to the Contract Maintenance Page
    • View Organisation
      • Navigate to the View Organisation Page
    • Contract Status for Main Contractors
      • Working with the Contract Status Page
      • Contract Status Fields
      • Navigate to the Contract Status Page for Main Contractors
    • Managing Subcontractor Settings
    • Contract Discount Terms Overview
      • Contract Discount Terms Workflow
      • Applying Contract Discount Terms
      • Changing Discount on an Existing Contract
      • Changing Discount on a Payment Before Discount Applies
      • Changing Discount on a Payment After Discount Applies
    • Specified WB Overview
      • Creating a Specified WB Contract
      • Editing an Existing Contract with the Specified WB Setting
      • Entering a Subcontractor WB
      • Removing Specified WB from a Subcontract
    • Specified Billing Overview
      • Configuring Specified Billing
    • Subcontract Retention Overview
      • Retention Lock Overview
        • Locking Current Period Retention on a New Subcontract
        • Locking Current Period Retention on an Existing Subcontract
        • Unlocking Retention
      • Component Level Retention Overview
        • Setting Up Component Level Retention on a Project
        • Overriding Component Level Retention on a Contract
        • Removing Component Level Retention Overrides on a Contract
        • Contract Maintenance Retention Tab Fields for Component Level Retention
  • Work Breakdown and Variation Management
    • Enter Work Breakdown for Main Contractors
      • Working with the Work Breakdown Page
      • About Modifying the Work Breakdown
        • Reallocating Budget Amounts to an Existing Line
        • Reallocating Budget Amounts to a New Line
        • Reallocating Billings to an Existing Line
        • Reallocating Billings to a New Line Item
        • Viewing Subcontract Lines
      • Breaking out the WB Manually
      • Uploading a New WB from CSV
      • Edit WB Tab Overview
      • Edit Contract Tab Overview
      • Edit Billings Tab Overview
      • Navigate to the Edit Work Breakdown Page
    • Set Up Payment Application Codes
      • Setting Up Payment Application Codes
      • Setting Up Breakout Codes
      • Setting Up Handling Codes
      • Navigate to the Setup Payment Application Codes Page
    • Assign Payment Application Codes
      • Assigning Payment Application Codes
      • Exporting Payment Application Codes
      • Importing Payment Application Codes
      • Navigate to the Assign Payment Application Codes Page
    • Edit Code Hierarchy
      • Creating New Hierarchy Nodes
      • Navigate to the Edit Code Hierarchy Page
    • View WB
      • View Work Breakdown Column Overview
      • Navigate to the View Work Breakdown Page
    • Variations for Main Contractors
      • Variations Overview for Main Contractors
      • Working with the Variation Page for Main Contractors
      • Creating a Prime Contract Variation
      • Importing Prime Contract Variations
      • Creating a Subcontract Variation for Main Contractors
      • Approving and Allocating a Requested Variation to a New Line
      • Approving and Allocating a Requested Variation to an Existing Line
      • Mapping Imported Subcontract Variations
      • Deleting Variations
      • Rejecting a Subcontractor Variation Request from the Review Variations Page
      • Uploading a Variation Document
      • Viewing an Uploaded Variation Document
      • Variations Fields for Main Contractors
      • Navigate to the Variations Page
  • Period Process
    • Period Home Page for Main Contractor
      • Working with Period Home for Main Contractor
      • Navigate to the Period Home for Main Contractor
    • Create and Manage Periods
      • Schedule Periods for Main Contractors
        • Schedule Period Table Columns Overview
        • Setting Up a Period Schedule
        • Manually Initiating a Drafted Period
        • Deleting a Period
        • Navigate to the Period Schedule Page
      • Initiate Period
        • Initiating a Period
        • Initiate Period Fields
        • Filtering Participants
        • Navigate to the Initiate Period Page
      • Manage Period Participants for Main Contractors
        • Adding Period Participants
        • Viewing Invitation Status
        • Navigate to the Manage Period Participants Page
      • Close Period
        • Closing a Period
        • Close Draw Fields
        • Navigate to the Close Period Page
      • About Reopening a Period
        • Reopening a Period
      • Period Configurations
        • Disabled Owner Billing Workflow Overview
    • My Payment Application Submission
      • Working with your Billing Workflow
        • Filtering and Using Search
        • Using Table Views
        • Subcontractor Rollup on Main Contractor's Progress
      • Navigate to your Billing Workflow
      • Submitting Your Payment Application
        • Stored Materials Tab for Main Contractors
          • Entering Stored Material Amounts
        • Progress Tab for Main Contractors
          • Progress Tab Fields Overview
          • Configuring Unit Billing
          • Recording Progress for Main Contractors
          • Upload Payment Application
          • Adding an Attachment as a Part of Your Billing Workflow
          • Deleting an Attachment as a Part of Your Billing Workflow
        • Retention Tab for Main Contractors
          • Billing for Retention
          • Retention Tab Fields Overview
        • Additional Information Tab for Main Contractors
          • Recording Hours Worked and Drug Testing
        • Review Tab for Main Contractors
          • Reviewing your Billing and Progressing to Signing
          • Sign Documents
            • Signing Documents
            • DocuSign Overview
              • Enforceability and Non-Repudiation of Transactions
              • Certificate of Completion
            • Electronic Notarisation for Main Contractors
              • Notarising a Document
    • Subcontractor Payment Application Approval
      • Configuring Approvals
        • Serial Approval
          • Serial Approval Scenarios for Main Contractors
          • Setting up a Serial Signatory Approval Project
          • Managing Serial Project Approvers
          • Applying Serial Approval
          • Workflow for Serial Approval on Payment Applications Bypassing Electronic Notarisation
        • Project Approval Rules
          • About Approval Groups
          • Adding Approval Groups
          • About Additional Approval Rules
          • Adding Additional Approval Rules
          • Navigate to the Project Approval Rules Page
        • Organisation Rules
          • Creating an Organisation Approval Rule
          • Navigate to the Organisation Approval Rules Page
        • Parallel Approval
          • Setting up a Parallel Signatory Approval Project
          • Managing Project Approvers
          • Approving or Rejecting Payment Application Parallel Approval
      • Manage Payment Applications
        • Working with the Manage Payment Applications Page
        • Approving Subcontractor Payment Applications
        • Modify and Approve Subcontractor Payment Applications
          • Reviewing or Modifying Billing Details
          • Approving or Rejecting Payment Application
        • Entering a Payment Application for a Subcontractor on Specified Billing
        • Submitting a Subcontractor Payment Application without Subcontractor Participation
        • Navigate to the Manage Payment Applications Page
    • Additional Period Information
      • Attachments for Main Contractors
        • Uploading Backup Documents
        • Opening Uploaded Files
        • Classifying and Un-classifying Uploaded Files
        • Navigate to the Attachments Page
      • Payment Application Control Log
        • Navigate to the Payment Application Control Log
      • View Contractors and Material Suppliers
        • Navigate to the View Contractors and Materials Suppliers Page
      • View Period Request
      • Request VAT Invoices for Period
      • Print Period Documents
      • Exporting Subcontractor Payments
  • Compliance Management
    • Compliance Overview for Main Contractors
    • View Document Status for Main Contractors
      • Working with the View Document Status Page for Main Contractors
      • Document Status Overview
      • Updating Document Compliance Status from the View Document Status Page
      • Navigate to the View Document Status Page
    • Edit Document Status
      • Updating Document Compliance Status from the Edit Document Status Page
      • Navigate to the Edit Document Status Page
    • Set Up Compliance Document Requirements
      • Creating Standard Legal Document Requirements
      • Creating Periodic Legal Document Requirements
      • Creating Conditional Legal Document Requirements
      • Deleting Legal Document Requirements
      • Navigate to the Setup Document Requirements Page
    • Applying Payment Holds for Document Compliance
    • Legal Document Download
      • Downloading Legal Documents
      • Navigate to the Legal Document Download Page
    • VAT Invoice Compliance
      • Sub-Tier Management Workflow
      • Subcontractor and Sub-Tier types Recognised by TPM
      • VAT Invoice Status
        • Working with the VAT Invoice Status Page for Main Contractors
        • VAT Invoice Status Fields Overview
        • Navigate to the VAT Invoice Status Page
      • Manage VAT Invoices for Main Contractors
        • Working with the Manage VAT Invoices Page for Main Contractors
        • Requesting VAT Invoices
        • Uploading VAT Invoices
        • Deleting Uploaded VAT Invoices
        • Reviewing VAT Invoice Alerts for Main Contractors
        • Updating VAT Invoice Status
        • Adding a Rejection Comment
        • VAT Invoice Payment Hold Overview
        • Applying VAT Invoice Holds
        • Manage VAT Invoices Table Fields Overview for Main Contractors
        • VAT Invoice Column Fields Overview
        • Navigate to the Manage VAT Invoices Page
      • Manage VAT Invoices by Period for Main Contractors
        • Requesting VAT Invoices
        • Uploading VAT Invoices
        • Deleting Uploaded VAT Invoices
        • Updating VAT Invoice Status
        • VAT Invoice Payment Hold Overview
        • Manage VAT Invoices by Draw Fields Overview for Main Contractors
        • Navigate to the Manage VAT Invoices by Period Page
      • Add Sub-Tier for Main Contractors
        • Add Sub-Tier and Edit Sub-Tier Fields Overview
        • Adding a VAT Only Sub-Tier for Main Contractors
        • Adding a Manual Sub-Tier for Main Contractors
        • Viewing an Uploaded VAT Invoice
        • Navigate to the Add Sub-Tier Page
      • Edit Sub-Tier for Main Contractors
        • Add Sub-Tier and Edit Sub-Tier Fields Overview
        • Updating Sub-Tier Details
        • About Deleting a VAT Invoice Only or Manual Sub-Tier for Main Contractors
          • Deleting a Sub-Tier Organisation
        • Adding a VAT Invoice for On-System Subcontractors
        • Navigate to the Edit Sub-Tier Page
    • Managing Variation Compliance
    • Track Offline Notary for Main Contractors
      • Approving an Uploaded Notarised Document from the Review Notarised Document Task
      • Track Offline Witness Table Fields for Main Contractors
      • Approving an Uploaded Notarised Document from the Track Offline Notary Page
      • Navigate to the Track Offline Notary Page for Main Contractors
  • Disbursement
    • Managing Disbursements
      • About Out of Order Disbursement
        • Disbursing Payments Out of Order
    • Authorise Payments
      • Authorising Disbursable Payments
      • Authorise Payment Fields
      • Navigate to the Authorise Payment Page
    • Manage Period Payments
      • Disbursing Project Funds
      • Sending a Disbursement Notification
      • Adding Contract Comments and Period Comments
      • Navigate to the Manage Period Payments Page
    • Edit Payment Status
      • Working with Edit Payment Status Page
      • Owner Funding Information
      • About Payment Holds
      • Placing a Manual Payment Hold
      • Releasing a Payment Hold
      • Changing Discount During Discount Terms
      • Changing Discount After Discount Terms Pass
      • Modifying Payment Options
      • Split Payments and Joint Cheques
      • Creating Partial Payments
      • Deleting Partial Payments
      • Navigate to the Edit Payment Status Page
    • Disburse Enterprise Wide Funds
      • Working with the Disburse Enterprise Wide Funds Page
      • Configuring Tables
      • Finding Disbursable Payments
      • Disbursing Enterprise Wide Funds
      • Filtered and Selected Payment Reports
      • Enterprise Wide Disbursement Reports
      • Navigate to the Enterprise Disbursement Page
    • Client Funding List
      • Entering Client Funding
      • Viewing Client Funding Payments
      • Client Funding List Fields
      • Navigate to the Client Funding List Page
      • Fund Subcontractor Payment Applications
        • Fund Subcontractor Payment Applications Fields
        • Navigate to the Fund Subcontractor Payment Applications Page
    • TPA Maturity Payments
  • Reports
    • Generate Reports
      • Creating a Report
      • Reports List (A to C)
      • Reports List (D to H)
      • Reports list (I to O)
      • Reports List (P)
      • Reports list (Q to W)
      • Navigate to the Generate Reports Page
    • View Reports
      • Viewing a Report File
      • Viewing a Report Audit
      • Navigate to the View Reports Page
    • Reporting Tool
      • Period Reports List
      • Navigate to the Reporting Tool Page
    • Audit Reporting
      • Audit Reports List
      • Navigate to the Audit Reporting Page
    • Compliance Reports
  • Accounting Integration
    • Overbilling and CMiC
    • Integration Home
      • Working with the Import Jobs Tab
        • Viewing Import Jobs
        • Starting an Import
        • Retrying an Import
        • Importing Work Breakdown
        • Viewing Job Results
        • Viewing Import File
      • Working with the Export Jobs Tab
        • Viewing Export Jobs
        • Starting an Export
        • Viewing Export File
        • Viewing an Audit Report for Exported Jobs
      • Working with Exported Records
        • Editing Payment Application Number
        • Selecting Files for Re-Export
      • Working with Schedule Jobs
        • Scheduling an Integration Job
        • Enabling or Disabling a Job Schedule
        • Editing a Job Schedule
        • Deleting a Job Schedule
      • Working with Configurations
      • Working with the Settings Tab
        • Adding ERP Authentication for TexturaLink Cloud
      • Navigate to the Integration Home Page
    • Manage Accounting Exports
      • Searching for a File
      • Updating a Payment Application Number
      • Flagging Payment Application Files for Export
      • Navigate to the Manage Accounting Exports Page
  • Manage Aconex Integration
    • Enabling Aconex Integration for Main Contractors
    • Aconex Integration Tab Fields Overview
    • Viewing Document Attachments in Aconex
    • Viewing Document Register
    • Viewing Projects in Aconex
• Subcontractors
  • Security Best Practices for Subcontractors
    • Protecting Your Oracle Textura Payment Management Account
    • Protecting Your Bank Account Data on Oracle Textura Payment Management for Subcontractors
    • Managing User Access for Subcontractors
    • Organisation Data Management for Subcontractors
    • Best Practices to Prevent Phishing and Social Engineering
    • Security Centre for Subcontractors
      • Security Update Table Fields Overview
      • Organisation Updates Table Fields Overview
      • Tracking User Updates
      • Tracking Organisation Updates
      • Tracking Login Attempts
      • Navigate to the Security Centre
  • Subcontractor Account Setup
    • Invitation Email Overview for Subcontractors
    • Create Username for Subcontractors
      • Creating a Username and Password
      • Protecting Your Oracle Textura Payment Management Account
      • Navigate to the Create Username Page
    • Forgot Username
      • Requesting Your Username
    • Edit User for Subcontractors
      • Updating a User Profile for Subcontractors
      • Deactivating User Accounts for Subcontractors
      • Setting Up a Verification Phone Number
      • User Roles List for Subcontractors
      • User Permissions List for Subcontractors
      • Resending User Invites for Subcontractors
      • Navigate to the Edit User Page
    • Project Roles Page
      • Working with Project Roles Page
      • Assigning User Roles Across Multiple Projects
      • Navigate to the Project Roles Page
    • Reset e-Sign PIN for Subcontractors
      • Updating the e-Sign PIN for Subcontractors
      • Navigate to the Edit e-Sign PIN Page
    • My Organisation Profile for Subcontractors
      • General Information Overview for Subcontractors
      • Banking Information Overview for Subcontractors
      • Updating the My Organisation Profile Page for Subcontractors
        • Protecting Your Bank Account Data on Oracle Textura Payment Management for Subcontractors
        • Organisation Data Management for Subcontractors
      • Adding a Diversity Status
      • Navigate to the My Organisation Profile Page
    • My Organisation Settings for Subcontractors
      • Organisation Administration Overview for Subcontractors
      • Project Administration Overview for Subcontractors
      • Manage Data Collection Overview
        • About Consent Notices
        • Setting Up a Data Collection Consent Notice
      • Choosing Organisation Settings for Subcontractors
      • Adding Segments for Subcontractors
      • Deleting Segments for Subcontractors
      • Navigate to the My Organisation Settings Page
    • Create User for Subcontractors
      • Managing User Access for Subcontractors
      • Updating a User Profile for Subcontractors
      • User Roles List for Subcontractors
      • User Permissions List for Subcontractors
      • Navigate to the Edit User Profile Page
    • Security Centre for Subcontractors
      • Security Update Table Fields Overview
      • Tracking User Updates
      • Tracking Organisation Updates
      • Tracking Login Attempts
      • Navigate to the Security Centre
    • Home for Subcontractors
      • Working With the Home Page for Subcontractors
      • Saving Custom Filters
      • Deleting Saved Filters
      • Home Page Navigation Overview
        • Header Menus Overview for Subcontractors
          • Tools Menu Overview for Subcontractors
          • Organisation Menu Overview for Subcontractors
          • Name Menu Overview for Subcontractors
          • Announcements Tray Overview
          • Help Panel Overview
        • Home Page Menus Overview for Subcontractors
          • Users Menu Overview for Subcontractors and VAT Subs
          • Organisations Menu Overview for Subcontractors
          • Tasks Menu Overview
      • Project Table Fields for Subcontractors
    • Messages
      • Customising the Read Messages Table Display
      • Unsubscribing from a Message
      • Archiving a Message
      • Unarchiving a Message
      • Viewing a Message
      • Navigate to the Messages Page
    • Project Information
      • Project Information Fields
      • Navigate to the Project Information Page
    • BACS Debit Help
      • BACS Debit Help Firlds
      • Enabling BACS
      • Navigate to the BACS Debit Help Page
    • Invite Organisation for Subcontractors
      • Inviting an Organisation to Use TPM
      • Navigate to the Select Organisation Dialogue Box
    • Browse Organisations
      • Searching for an Organisation with the Search Feature
      • Navigate to the Browse Organisations Page
    • Browse Users
      • Searching for a User
      • Navigate to the Browse Users Page
    • Tasks
  • Set Up Project for Subcontractors
    • Confirm Contract
      • Confirming a Contract for Subcontractors
      • Understanding Organisation Credit Holds
      • Navigate to the Confirm Contract Page for Subcontractors
    • Accept TPA Enrollment
      • Enrolling in the Textura Payment Accelerator Programme
      • Navigate to the Accept TPA Enrollment Page
    • User Roles for Subcontractors
      • About Required Project Rules
      • Assigning Users to Project Roles for Subcontractors
      • Navigate to the User Roles Page
    • Usage Fees for Subcontractors
      • How is the Contract Usage Fee Calculated
      • Working with the Usage Fees Page
      • Navigate to the Usage Fees Page
    • Enter Work Breakdown for Subcontractors
      • Working with the Work Breakdown Page as a Subcontractor
      • Multiple Component Contracts Overview
      • About Modifying the Work Breakdown for Subcontractors
        • Reallocating Budget Amounts to a New Line for Subcontractors
        • Reallocating Budget Amounts to an Existing Line for Subcontractors
        • Viewing Subcontracted Lines for Subcontractors
      • Uploading a New WB from a CSV File for Subcontractors
      • Breaking Out the Work Breakdown Manually for Subcontractors
      • Edit Work Breakdown Fields Overview for Subcontractors
      • Edit WB Tab Overview for Subcontractors
      • Edit Contract Tab Overview for Subcontractors
      • Edit Billings Tab Overview for Subcontractors
      • Navigate to the Edit Work Breakdown Page
    • Legal Document Update
      • Navigate to the Legal Document Update Page
    • Generate Document Archive
      • Working with the Generate Document Archive Page
      • Generate Document Archive Table Fields Overview
      • Creating a Document Archive
      • Setting the Order of PDF Documents in a PDF Archive
        • Document Order Dialogue Box Fields Overview
      • Setting the Filename Format in a ZIP Archive
      • Accessing the Generate Document Archive Page
    • View Document Archive
      • View Document Archives Table FIelds Overview
      • Downloading a Document Archive
      • Downloading a Document List
      • Accessing the View Document Archives Page
    • Project Home for Subcontractors
      • Working with the Project Home Page for Subcontractors
      • Project Home Page Navigation for Subcontractors
        • Selector Overview for Subcontractors
        • Project Menus Bar Overview for Subcontractors
          • My Contract Menu Overview for Subcontractors
          • Compliance Menu Overview for Subcontractors
          • Subcontracts Menu Overview for Subcontractors
          • Project Setup Menu Overview for Subcontractors
      • Contract Status for Subcontractors
        • Working With the Contract Status Page for Subcontractors
        • Contract Status Fields for Subcontractors
        • Navigate to the Contract Status Page for Subcontractors
      • Project Participants for Subcontractors
        • Navigate to the Project Participants Page
  • Sub-Tier Supplier Management
    • Project Settings for Subcontractors
      • Project Settings Overview for Subcontractors
      • Advance Billing for Prime Subcontractors
      • Promote Subcontractor Billings Overview for Subcontractors
      • Navigate to the Project Settings Page
    • Invite Organisation for Subcontractors
      • Types of Sub-Tiers and Suppliers
      • Inviting an Organisation to Use TPM
      • Navigate to the Select Organisation Dialogue Box
    • Contract Maintenance for Subcontractors
      • Creating Sub-Tier Subcontracts
        • Navigate to the Create Subcontract Page
      • Sub-Tier Subcontract Settings Overview
      • Reassigning Sub-Tier Subcontracts
      • Completing Sub-Tier Subcontractors
      • Navigate to the Contract Maintenance Page for Subcontractors
    • Subcontract List for Subcontractors
      • Working With the Subcontract List Page for Subcontractors
      • Looking Up Subcontracts Issued to an Organisation
      • Subcontract List Fields Overview
      • Navigate to the Subcontract List Page
    • Contract Status for Subcontractors
      • Working With the Contract Status Page for Subcontractors
      • Contract Status Fields for Subcontractors
      • Navigate to the Contract Status Page for Subcontractors
    • On-System Supplier Period Management
      • Manage Period Participants for Subcontractors
        • Manage Period Participants Informational Fields Overview
        • Filtering Participants
        • Adding Period Participants
        • Navigate to the Manage Period Participants Page
      • Manage Payment Applications for Subcontractors
        • Approving or Rejecting Sub-Tier Payment Applications
        • Navigate to the Manage Payment Applications Page
      • Set Up Document Requirements for Subcontractors
        • Set Up Document Requirements Table Fields Overview
        • Tracking Required Legal Document Status for Subcontractors
        • Navigate to the Set Up Documents Page
  • Subcontractor Work Breakdown and Variation Management
    • Enter Breakdown for Subcontractors
      • Working with the Work Breakdown Page as a Subcontractor
      • Multiple Component Contracts Overview
      • About Modifying the Work Breakdown for Subcontractors
        • Reallocating Budget Amounts to a New Line for Subcontractors
        • Reallocating Budget Amounts to an Existing Line for Subcontractors
        • Viewing Subcontracted Lines for Subcontractors
      • Uploading a New WB from a CSV File for Subcontractors
      • Breaking Out the Work Breakdown Manually for Subcontractors
      • Edit Work Breakdown Fields Overview for Subcontractors
      • Edit WB Tab Overview for Subcontractors
      • Edit Contract Tab Overview for Subcontractors
      • Edit Billings Tab Overview for Subcontractors
      • Navigate to the Edit Work Breakdown Page
      • Set Up Payment Application Codes
      • Assign Payment Application Codes
      • Edit Code Hierarchy
    • Edit Work Breakdown for Subcontractors
      • Modifying Subcontractor WB Amounts
      • Editing Subcontractor Billings
      • Editing Subcontractor Contracts
    • View Work Breakdown for Subcontractors
    • Variations for Subcontractors
      • Working with the Variations Page for Subcontractors
      • Creating a Sub-Tier Variation as a Prime Subcontractor
      • Deleting Sub-Tier Variations
      • Uploading a Variation Document
      • Viewing an Uploaded Variation Document
      • Variation Fields for Subcontractors
      • Navigate to the Variations Page
      • Request Variations Tab
        • Requesting Variations
        • Uploading Variations from a CSV
      • Variation Register Tab for Subcontractors
        • Filtering and Sorting on the Variation Register Tab
        • Variation Register Tab Fields for Subcontractors
      • Allocate Variations as a Subcontractor
        • Allocating a Variation
        • Navigate to the Allocate Variation Page
  • Period Process for Subcontractors
    • Period Process Overview
    • Period Home Page for Subcontractors
      • Working with Period Home for Subcontractors
      • Navigate to the Period Home Page for Subcontractors
    • My Payment Application Submission for Subcontractors
      • Working with your Billing Workflow for Subcontractors
        • Filtering and Using Search for Subcontractors
        • Using Table Views for Subcontractors
        • Progress and Retention Tab Fields Overview
      • Submitting a Payment Application for Subcontractors
      • Specified Billing and Advance Billing Overview for Subcontractors
      • Navigate to your Billing Workflow for Subcontractors
      • Stored Materials Tab for Subcontractors
        • Recording Stored Materials on the Stored Materials Tab for Subcontractors
      • Progress Tab for Subcontractors
        • Sub-Tier Rollup on Payment Applications Overview
        • Recording Progress Billing for Subcontractors
        • Importing a Payment Application from a File for Subcontractors
        • Configuring Subcontractor Unit Billing
        • Adding an Attachment as a Part of Your Billing Workflow
        • Deleting an Attachment as a Part of Your Billing Workflow
        • Declining to Apply for Subcontractors
      • Retention Tab for Subcontractors
        • Billing for Line Item Retention for Subcontractors
      • Record Sub-Tiers Tab for Subcontractors
        • Recording Payments to Sub-Tiers
      • Certifications Tab for Subcontractors
      • Additional Information Tab for Subcontractors
        • Recording Hours Worked for Subcontractors
        • Recording Drug Testing Information for Subcontractors
      • Review Tab for Subcontractors
        • Reviewing your Billing and Proceeding to Signing
        • Usage Fee Failures
        • DocuSign Overview
          • Enforceability and Non-Repudiation of Transactions
          • Certificate of Completion
        • Signing Documents for Subcontractors
          • Electronic Notarisation for Subcontractors
            • Notarising a Document
            • Bypassing Electronic Notarisation When Signing a Document
    • Attachments for Subcontractors
      • Uploading Backup Documents for Subcontractors
      • Opening Uploaded Files
      • Navigate to the Attachments Page
    • Print Period Documents
      • Printing Documents
      • Navigate to the Print Period Documents Page
    • My Payment Applications
      • Filtering Your Payment Applications
      • My Payment Applications Table Fields
      • Accessing the My Payment Applications Page
    • View Period Request
      • View Period Request Column Fields Overview
      • Navigate to the View Period Request Page
    • View Contractors and Material Suppliers for Subcontractors
      • Navigate to the View Contractors and Material Suppliers Page
  • Compliance Management for Subcontractors
    • Legal Document Update
      • Navigate to the Legal Document Update Page
    • My Document Status
      • Working With the My Document Status Page
      • Submitting Documents
      • Viewing Uploaded Documents
      • Deleting Attachments
      • Navigate to the My Document Status Page
    • View Document Status for Subcontractors
      • Working with the View Document Status Page for Subcontractors
      • Document Status Overview
      • Navigate to the View Document Status Page
    • Review Project Classifications for Subcontractors
      • Working with Review Project Classifications Page for Subcontractors
      • Proposing a Project Classification
      • Updating Certificates
      • Navigate to the Review Project Classifications Page
    • Managing Sub-Tier Contractors and Suppliers
      • Add Sub-Tier for Subcontractors
        • Adding a Manual Contractor
        • Adding a VAT Only Sub-Tier for Subcontractors
        • Navigate to the Add Sub-Tier Page for Subcontractors
      • Edit Sub-Tier for Subcontractors
        • Updating Sub-Tier Details for Subcontractors
        • About Deleting a VAT Invoice Only or Manual Sub-Tier for Subcontractors
          • Deleting a Sub-Tier Organisation
        • Navigate to the Edit Sub-Tier Page
    • Manage VAT Invoices for Subcontractors
      • Working With the Manage VAT Invoices Page for Subcontractors
      • Manage VAT Invoices Fields Overview for Subcontractors
      • Reviewing VAT Invoice Alerts for Subcontractors
      • Uploading VAT Invoices
      • Deleting Uploaded VAT Invoices
      • Navigate to the Manage VAT Invoices Page
    • Manage VAT Invoices by Period for Subcontractors
      • Working With the Manage VAT Invoices by Period Page for Subcontractors
      • Manage VAT Invoices by Period Fields for Subcontractors
      • Navigate to the Manage VAT Invoices by Draw page
    • VAT Invoice Status for Subcontractors
      • Working With the VAT Invoice Status Page for Subcontractors
      • VAT Invoice Status Fields Overview for Subcontractors
      • Navigate to the VAT Invoice Status Page
    • Track Offline Notary for Subcontractors
      • Uploading a Notarised Document from the Upload Notarised Document task
      • Track Offline Notary Table Fields for Subcontractors
      • Uploading a Notarised Document from the Track Offline Notary Page
      • Navigate to the Track Offline Notary Page for Subcontractors
  • Subcontractor VAT Invoice Compliance
    • VAT Invoice Status for Subcontractors
      • Working with the VAT Invoice Status Page for Subcontractors
      • VAT Invoice Status Fields Overview for Subcontractors
      • Navigate to the VAT Invoice Status Page for Subcontractors
  • Set Up Document Requirements for Subcontractors
  • Subcontractor Variation Compliance
    • Using Variation Compliance for Subcontractors
  • Payments
    • Approve Discount Outside of Terms
      • Approving or Rejecting Discounts
      • Navigate to the Approve Discount Outside of Terms Page
    • Approve Split Payment
      • Approving or Rejecting Split Payments
      • Navigate to the Approve Split Payment Page
    • Payment Receipt
      • Navigate to the Payment Receipt Page
  • Reports
    • Generate Reports for Subcontractors
      • Creating a Report
      • Accessing the Generate Reports Page
    • View Reports
      • Viewing a Report File
      • Viewing an Audit Report
      • Report List for Subcontractors
      • Accessing the View Reports Page
  • Manage Aconex Integration for Subcontractors
    • Enabling Aconex Integration for Subcontractors
• Owners
  • Service Requests for Owners
    • Creating a Service Request
  • Common Owner Workflow
  • Security Best Practices for Owners
  • Security Centre for Owners
    • Security Update Table Fields Overview
    • Tracking User Updates
    • Tracking Organisation Updates
    • Tracking Login Attempts
    • Navigate to the Security Centre
  • Account Setup for Owners
    • My Organisation Profile for Owners
      • Updating the My Organisation Profile Page
        • Protecting Your Bank Account Data on Oracle Textura Payment Management for Main Contractors
        • Organisation Data Management
    • My Organisation Settings for Owners
      • Choosing Organisation Settings for Owners
      • Organisation Settings Overview for Subcontractors
  • Project Setup for Owners
    • Project Setup Workflow
    • Adding a Project for Owners
    • Deleting a Project
    • Accept the Project
      • Accepting the Project Owner Role
      • Navigate to the Accept Project Page
    • Disable Owner Billing Workflow Overview for Owners Acting as Main Contractors
    • Create Project Participants for Owners
      • About Project Participants for Owners
      • Creating Project Participants for Owners
      • Navigate to the Project Participants Page for Owners
    • Choose Project Settings for Owners
      • Project Settings Overview for Owners on Main Contractor Created Projects
      • Document Sets for Owners
        • Working with the Document Sets Page for Owners
        • Creating a Document Set for Owners
        • Navigate to the Document Sets Page
      • Assign Document Sets for Owners
        • Working with the Assign Document Sets Page for Owners
        • Assign Document Sets Table Fields
        • Assigning a Document Set
        • Navigate to the Assign Document Set Page
      • Selecting Project Settings for Owner Created Projects
        • General Information Settings for Owners
        • Project Settings for Owners
        • Contract Settings for Owners
        • Document Settings for Owners
        • Site Information Settings for Owners
        • Metering Settings for Owners
      • Navigate to the Choose Project Settings Page for Owners
    • User Roles for Main Contractors and Owners
      • About Project Roles
      • Assigning Users to Project Roles
      • Navigate to the User Roles Page
    • Edit Project Funding for Owners
      • Adding or Updating Project Funding Details for Owners
      • Navigate to the Edit Project Funding Pane
    • Enter Work Breakdown for Owners
      • About Modifying the Work Breakdown
  • Variations for Owners
    • Working with the Variations Page for Owners
    • Uploading a Variation Document
    • Viewing an Uploaded Variation Document
    • Variation Fields for Owners
    • Navigate to the Variations Page for Owners
  • Period Process for Owners
    • Working with Period Home for Owners
    • Disable Owner Billing Workflow Overview for Owners Acting as Main Contractors
    • Contract Status for Owners
  • Owner and Architect Approval
    • Serial Approval Scenarios for Owners
  • Disbursement for Owners
    • Manage Period Payments for Owners
      • Disbursing Funds as an Owner
      • Sending a Disbursement Notification
      • Adding Contract Comments and Period Comments
      • Navigate to the Manage Period Payments Page
    • About Configuring Out of Owner Disbursements for Owners
      • Disbursing Future Period Payments for Owners
    • Edit Payment Status for Owners
      • Working with Edit Payment Status Page for Owners
      • About Payment Holds for Owners
      • Placing a Manual Payment Hold
      • Releasing a Payment Hold
      • Changing Discount During Discount Terms
      • Changing Discount After Discount Terms Pass
      • Modifying Payment Options
      • Adding Contract Comments and Period Comments
      • Navigate to the Edit Payment Status Page
    • Disburse Enterprise Wide Funds
      • Working with the Disburse Enterprise Wide Funds Page
      • Configuring Tables
      • Finding Disbursable Payments
      • Disbursing Enterprise Wide Funds
      • Filtered and Selected Payment Reports
      • Enterprise Wide Disbursement Reports
      • Navigate to the Enterprise Disbursement Page
  • Owner Reporting
    • Creating a Report
    • View Reports
    • Report List (A to C)
    • Report List (D to H)
    • Report List (I to O)
    • Report List (P)
    • Report List (Q to V)
• Suppliers
  • My Organisation Profile for VAT Subs
    • General Information Overview for VAT Subs
    • Updating the Organisation Profile for VAT Subs
    • Navigate to the My Organisation Profile Page
  • My Organisation Settings for VAT Subs
    • Organisation Administration Overview for VAT Subs
    • Choosing Organisation Settings for VAT Subs
    • Setting Up a Data Collection Consent Notice
    • Navigate to the My Organisation Settings Page