Project Set Up
The Project Set Up topics cover how a General Contractor creates a project on the system. General Contractors must create Owner project participants, select project settings, and set up a Schedule of Values (SoV) before creating subcontracts.
When you create a project, TPM will walk you through each step from initiation to completion to ensure everything is set up properly.
Owner-Created Project Workflow
General Contractor-Created Project Setup Workflow
Understanding Organization Credit Holds
Disabling Owner Billing when Creating a Project
Project Fee Information Page for General Contractors
Confirm Contract for General Contractors
Owner Project Participants for General Contractors
Project User Roles for General Contractors
Last Published Friday, May 15, 2026