Updating Your Organization's Supplier Tracking Values as a General Contractor

You can track and select the Diversity, Equity, and Inclusion (DEI) values and submit certifications for the DEI categories/values that are applicable to your organization. As a General Contractor, you can add your DEI values for supplier tracking from either your My Organization Profile or Supplier Tracking page.

Note: Only Enterprise Administrators can add or update DEI values.

To edit your DEI values for your supplier tracking status:

  1. Navigate to the Supplier Tracking pane for your organization.

    Either:

    • From the Supplier Diversity Tracking Values section of the My Organization Profile page, select the Manage Values button.
    • From the Supplier Tracking page, select the Update My Profile button.

    A Supplier Tracking pane opens on the right side of the page.

  2. From the Supplier Tracking pane, select all applicable classification values for your organization.

    Textura offers 17 standard classification options. If you do not see your status listed in the Standard Diversity Values section, you can add a customized status. Custom values display under the Other Values section.

    See Creating a New Project Program for information on how to create a custom diversity value to track on a project.

  3. Select Continue.
  4. When prompted, add certification documentation for each diversity value.
    1. From the section for a classification value in need of a certification document, select the Attach Document button.
    2. Either drag and drop a document into the Drag and Drop section or select the section to use File Explorer to find your document.
    3. In the Document Name field, enter a name to define the document. This name will display in TPM when you view your documents associated with the diversity status.
    4. Enter the Start Date and Expiration Date for the document. When the certification document expires, you will need to upload a new one.
    5. Enter the certifying agency and certificate number in the available fields.
  5. Select Continue.
    • The Supplier Tracking panel closes.
    • The My Organization Profile page shows how many diversity statuses you assigned to your organization.