General Information Settings
The settings under this section allow you to add basic project information.
Template Name
You can save your project settings as a template if you want to apply your choices to future projects. Enter a name to save the template.
Project Status
Choose to set a project to active or inactive. When a project is set to Inactive, most project actions are not available, for example:
- Any further project activities are disallowed – you cannot initiate draws, submit invoices, or disburse payments.
- No automatic notifications are sent to Subcontractors and the project team.
- The project is excluded during integration.
You can continue to access project documents even if the project status is set to Inactive.
Project Name
The project name. This field is carried over from the previous project setup task (Add Project).
Project Owner
The name of the project owner. This field is carried over from the previous project setup task (Add Project).
Internal Project Number
The internal project number. This field is carried over from the previous project setup task (Add Project).
Project GC Display Name
Select if you want the name of your secondary organization to display in Emails and within the TPM User Interface (UI). Emails sent to subcontractors will use the display name selected here as the sender's name. The default primary organization name is used when this setting is not selected.
Project Type
The project type. This field is carried over from the previous project setup task (Add Project).
Project Retention Mode (Optional)
Choose how the system tracks and manages retention billing settings Choosing a General Contractor Project Retention Mode automatically applies the same mode to all other project participants. Specify Subcontractor settings under the Retention Settings section.
- Line Item: Selected by default, this method calculates retention on each line item.
- Contract: This method calculates retention against a total billed amount.
See Setting Up Contract Level Retention on a Project for more details.
General Contractor Contract Retention Rate
Enter the percentage of retention held on the General Contractor's invoice.
Segment ID
Select the Segment responsible for the project; this feature is selected during account setup.
Customer Support Contact Info
Enter the contact information for your contact with Oracle Support.
Enable display of units check box (Optional)
Choose this setting to allow units of measure and quantity data to display on all eligible pages. When Display Units is selected, all Subcontractors can manage unit-related information in your Billing Workflow. Contact your Textura implementation team if you think you need to use this setting.
See Configuring Unit Billingfor details on using this feature when invoicing.
Enable track owner funding check box (Optional)
Select this setting to include an Owner Funding section on the Draw Home Page.
See Tracking Owner Funding for more details.
Last Published Wednesday, July 10, 2024