Date Tracking Settings

Project Duration

The dates entered in the Project Duration section roll over from the details entered in the +Add Project dialog box. If the timeline of a project changes, you can accommodate the change in the Current Estimated Start Date and Current Estimated Completion Date fields. The Original Estimated Start Date and Original Estimated Completion Date cannot be changed.

Method to calculate due dates

Choose an option for how TPM will calculate due dates. There are two options: Calendar Days and Custom Calendar. The Custom Calendar option is selected by default if your organization has at least one custom calendar saved to the Organization Settings page.

Selecting the Custom Calendar option displays a Custom Calendar Days drop-down list. This list includes all custom calendars Enterprise Administrators in your organization created and saved on the Organization Settings page. After you select the calendar you wish to use for the project, TPM will calculate deadlines based on the working and nonworking days specified in the calendar.

Owner Approval and Payment Deadlines

Capture Invoice Date from General Contractor to Owner check box

Select this check box to enable the Track Draw Deadlines feature. The Track Draw Deadlines page is displayed on the Draw Home page and in the Project Home page, under the Draw drop-down menu. The options you select here are used to calculate the dates on the Track Draw Deadlines page. For more information, see topic Track Draw Deadlines.

Use invoice approval deadline

Select how you want to calculate the deadline for when the Owner must send an invoice response to the General Contractor.

From the drop-down option, select Proper Invoice Date to calculate the Invoice response deadline date.
Offset Days (+/-): Enter the number of days the Owner has before or after the Proper Invoice Date to respond to an invoice.

Use payment due date (PDD)

Select how you want to calculate the deadline for when the Owner should disburse payments to the GC.

From the drop-down option, select Proper Invoice Date to calculate the Payment Due Date.
Offset Days (+/-): Enter the number of days the Owner has before or after the Proper Invoice Date to disburse payments.

Subcontractor Invoice Approval and Payment Deadlines

Send email reminders for unsubmitted invoices

Select this check box to automatically send email reminders to Subcontractors with unsubmitted invoices before the draw due date.
Days before draw due date: Enter the number of days before the draw due date to send the reminder.
For example, if the draw due date is the 15th and you enter 5, Textura sends a reminder on the 10th to Subcontractors with unsubmitted invoices.

Invoice approval deadline check box

Select this check box to calculate and track the date by which Invoice Approvers should approve Subcontractor invoices.

Invoice Approval Deadline: Select the event used as the starting point for calculating the approval deadline.
Offset Days (+/-): Enter the number of days before or after the selected event that the invoice should be approved. Enter a positive number to set the deadline after the event or a negative number to set it before the event.
Send email reminder (number) days before Invoice Approval Deadline: Enter how many days before the approval deadline to email Invoice Approvers about invoices awaiting approval. This field is editable when the Invoice Approval Deadline setting is enabled.

Invoice Response Deadline check box

Select this setting to enforce deadlines for responses to Subcontractor invoices as when tracking compliance to the Ontario Construction Act.

Invoice Response Deadline drop-down: Choose a trigger to calculate the date you must respond to a Subcontractor invoice.
Offset Days (+/-): Enter the number of days the Owner has before or after the trigger date to respond to an invoice.
Select email reminder for ____ days before the Subcontractor Invoice Response Date Deadline check box: This field is editable if you enable the Invoice Response Deadline check box. Enter the number of days before the Invoice Response Deadline you want to send emails to invoice approvers reminding them that an invoice is awaiting a response.

Payment due date (PDD) check box

Select this setting to generate the date a payment should be disbursed to Subcontractors.

PDD drop-down: Choose a trigger to calculate the date payments should be disbursed to Subcontractors.
Offset Days (+): Enter the maximum number of days Subcontractor payments are due after a selected PDD trigger.
See Calculating Payment Due Dates for more details.

Allow Payment Due Date Override check box (Optional)

Select this setting to allow a manual override of the date a Subcontractor payment is due.

See Enabling the Overriding Payment Due Date Feature for more details.

When you use the Allow payment deadline dates to fall on a specific date organization setting and you also choose either a Base Date or Base Offset Day(s), you cannot interact with this setting. It is automatically checked. You will also see one of the following messages, depending on your chosen Payment Due Date organization setting:

All the payment due dates have been defaulted to (Days of the week selected on the Organization Settings page)
All the payment due dates have been defaulted to (Days of the month selected on the Organization Settings page)
Note: To see a record of unapproved invoices and approval deadlines, generate the Unapproved Invoice report.

Next Topic: Subcontract Settings