Configuring Owner Funding Settings
As a General Contractor, use the Track Owner Funding feature to track the date an Owner funds a draw on the system.
- Set up the project.
- Navigate to the Project Settings Page
- Once the Owner Project Participants page is completed, the system displays the Project Settings page.
- After creating a project, choose Project Settings under the Project Setup menu at the top of any page.
- From the Project Settings page, select the Track Owner Funding setting under the Project Information section.
The Owner Funding section will display on the Draw Home page.
- Navigate to the Project Settings Page
- (Optional) Select the Payment Due Date setting to generate the date payments should be disbursed to Subcontractors after the Owner funds a draw.
See Calculating Payment Due Dates for more information on this feature.
Tip
Include an Owner Funding Manager
The Track Owner Funding Date setting requires a project to include an Owner Funding Manager. The Owner Funding Manager role can only be assigned to users with the Manage Owner Funding permission. Users with the Manage Owner Funding permission can only apply payments to projects where they are assigned the Owner Funding Manager role.
Last Published Wednesday, July 10, 2024