Disabling Owner Billing when Creating a Project

General Contractors with Create Projects permissions can disable the Owner Billing workflow when creating a new project. Disable this setting when the Owner or Architect for a project is off-system.

  1. From the TPM Home Page, select the +Add Project button.
    An Add Project dialog displays.
  2. In the dialog, complete all required fields.
  3. Ensure the Enable Owner Billing Workflow option is deselected.

    Note: This option is deselected by default.

  4. Select Save.
    The system displays the Owner Project Participants page.
  5. (Optional) On the Owner Project Participants page, add a Title Company, Project Owner, Project Architect, or Supervisory Organization.
    Project Managers cannot link Project Owner or Architect information to an on-system organization.
  6. Continue the project setup process.
    The project setup process follows the same steps as the process for projects with Owner billing enabled.