Project Settings Report

The Project Settings Report shows the settings for each project an organization has on the system.

The following users can access this report:

All Enterprise Administrators
All Local Administrators
Regular Users assigned to a project.
Note: Enterprise and Local Administrators see all projects in this report. Regular users see data from the projects on which they have a role.

Report Output

Template Name
Project Status
Segment ID
Internal Project Number
Textura Project Number
Project Name
Project Owner
Project Type
Contract Date
Contract Value
Contract Description
Contract #
Enable Owner Billing Workflow
Advance Billing
Project Retention Mode
Open Book
GC Retention Percent
Display Units
Promotion of Approved Subcontractor Billings
Promote Subcontractor Billings
Track Owner Funding Date
Method to calculate due dates
Custom Calendar
Calculate Invoice Approval Deadline
Invoice Approval Deadline Trigger
Invoice Approval Deadline Day Offset
Send Email Reminder Prior to Invoice Approval Deadline
No. of Days before Sending Email Reminder Prior to Invoice Approval Deadline
Calculate Construction Act Due Date
Construction Act Due Date Trigger
Construction Act Due Date Offset
Calculate Deadline for Intention to Pay Less
Deadline for Intention to Pay Less Trigger
Deadline for Intention to Pay Less Day Offset
Calculate Payment Due Date (PDD)
Default PDD Type
Default PDD Day Offset
Allow PDD Override
Customer Support Contact Info
Current Estimated Start Date
Original Estimated Start Date
Current Estimated Completion Date
Original Estimated Completion Date
Maximum Loan to Value Percent
Customer Project Manager First Name
Customer Project Manager Last Name
Customer Project Manager Phone Number
Contractor Project Manager First Name
Contractor Project Manager Last Name
Contractor Project Manager Phone Number
GC Invoice Settings- Terms
GC Invoice Settings- Remit to Country
GC Invoice Settings- Remit to Company Name
GC Invoice Settings- Remit to Address 1
GC Invoice Settings- Remit to Attention of
GC Invoice Settings- Remit to Address 2
GC Invoice Settings- Remit to City
GC Invoice Settings- Remit to State/Territory
GC Invoice Settings- Remit to ZIP/Postal Code
System Generated Invoice Format for Subcontractors
Use Subcontractor-Entered Invoice for Accounting Interfaces
Project Settings- Subcontractors May Edit Lien Waiver Effective Date
Project Settings- Subcontractors May Add Lien Waiver Optional Text
Project Settings- Subcontractors May Add Contractor Affidavit Optional Text
Subcontractor May Track Stored Material Detail
Project Settings - Track Hours Worked
Project Settings- Owner Approval Disables the GC Ability to Reject
Project Settings- Collect Zero Dollar Lien Waivers
Project Settings- Track Special Budget Amounts and Changes
Project Settings- Track Subcontractor Special Budget Amounts and Changes
Project Settings- Default Subcontractor Invoice Approval Method for New Subcontracts:
Project Settings-Utilize Modify & Approve Workflow for Subcontractor Invoices
Project Settings- Notify Subcontractor Upon Invoice Approval
Customize Invoice Rejection Reasons
Good Faith Statement
Project Rejection Reasons
Project Settings- Serial Signatory Approval for Invoices to Owner
Project Settings- Serial Signatory Approval Signatures on Invoice
Project Settings- New Subcontractors Default to Specified Billing
Project Settings- New Invoices Entered as Whole Dollars
Project Settings- Require Disbursement Authorization for Subcontractor Payments
Project Settings- Only Allow Authorization of Invoices That are Eligible for Disbursement
Project Settings- Allow Tax Codes/Rates to Be Entered
Project Settings- Allow Component Retention Override
Project Settings- Sub SOV Option
Project Settings- Notify GC to map new Subcontract Change Orders
Project Settings- Allow Potential Change Orders to Be Entered
Project Settings- Track Minority Business Status of all Subcontracts
Project Settings- Allow Out of Order Disbursement
Project Settings- Default Discount Terms
Retention Settings- Default Subcontractor Line Item Retention
Retention Settings- Default Subcontractor Stepped Retention Initial
Retention Settings- Default Subcontractor Stepped Retention Trigger
Retention Settings- Default Subcontractor Stepped Retention Final
Retention Settings- Default Retention Lock ON for All New Subcontracts
Require Change Order Compliance
Track Overbilled Contracts
Track Invoices with Stored Materials
Do not notify subcontractor on hold
Track Split Payments
Track Pending Invoice Exports
Hold Payment for Missing Prior Period Unconditional Lien Waivers
Hold Payment for Missing Current Lien Waivers
Require Unconditional Lien Waivers From All
Require Conditional Lien Waivers From All
Require Conditional Lien waivers From Subcontractors of Joint Check Subcontractors
Require Conditional and Unconditional Lien Waivers From All
Subcontractors may bypass electronic notarization
General Contractor Settings- Invoice
General Contractor Settings- Invoice Notary
General Contractor Settings- Sworn Statement
General Contractor Settings- Sworn Statement Notary
General Contractor Settings- Unconditional Lien Waiver
General Contractor Settings- Unconditional Lien Waiver Notary
General Contractor Settings- Conditional Lien Waiver
General Contractor Settings- Conditional Lien Waiver Notary
General Contractor- Pay-App Invoice Cover Sheet
General Contractor- SP-Work Invoice
Subcontractor Settings- Invoice
Subcontractor Settings- Invoice Notary
Subcontractor Settings- Sworn Statement
Subcontractor Settings- Sworn Statement Notary
Subcontractor Settings- Unconditional Lien Waiver
Subcontractor Settings- Unconditional Lien Waiver Notary
Subcontractor Settings- Conditional Lien Waiver
Subcontractor Settings- Conditional Lien Waiver Notary
Subcontractor Settings- Pay-App Invoice Cover Sheet
Sub Tier / Manual Sub Settings- Conditional Lien Waiver
Sub Tier / Unconditional Lien Waiver
Lien Waiver Signature Timing- Progress
Lien Waiver Signature Timing- Final
Lien Waiver Release Timing- Progress
Lien Waiver Release Timing- Final
Project Lien Waiver Release Timing- Progress
Project Lien Waiver Release Timing- Final
GC Self-Performed Work Lien Waiver
Enable Subcontractor to upload
Site Information- Property Owner
Site Information- Site Name
Site Information- Country
Site Information- Address Line 1
Site Information- Address Line 2
Site Information- City
Site Information- State/Territory
Site Information- ZIP/Postal Code
Site Information- County
Site Information- Census Tract
Site Information- Assessor's Parcel No.
Site Information- Property Legal Description
Project Currency Settings- Multiple Currencies
Project Currency Settings- Functional Currency
Project Translation
Bonding Institution
Bond Amount
Expiry Date
Unit Billing Option
User Defined Text 1
User Defined Text 2
User Defined Text 3
User Defined Text 4
User Defined Text 5
User Defined Number 1
User Defined Number 2
User Defined Number 3
User Defined Number 4
User Defined Number 5
TPA Enrolled
Program Name
Auto Enroll Subcontractors
Maturity Interval
Project Pricing Offset
Allow Invoices with Retention
Allow Retention-Only Draws
Allow Final Invoices
Invoice Submit Deadline Text
Invoice Funding Deadline Text
TPA Pricing Structure
TPA Pricing Buckets
Track Notice of Lending
Notice of Lending Contract Multiplier
Notice of Lending Organization
Notice of Lending Document

Next: Project Supplier Tracking Details Report