Subcontract Settings

Enable stored material tracking

Choose this setting to track materials stored both off and on site. This setting also allows all Subcontractors and on-system Sub-Tiers to track stored materials.

Need to include Stored Materials on your invoice? When using the Track Stored Material Detail setting, you must choose invoice documents that accurately show the stored material amounts. Contact your Textura implementation team if you think you need to use this setting.

Enable hours worked tracking

Choose this setting to allow Subcontractors to record hours worked on a project per draw. Hours Worked are tracked for reporting purposes only. Generate the Hours Worked report to view hours.

Enable subcontractor special budget amount and change tracking check box

Choose this setting to track an alternative budget through a special budget tab on the Schedule of Values (SoV). For example: Original and current budget amounts can be tracked. This setting is often used with custom documents. Contact your Textura implementation team if you think you need to use this setting.

Default new subcontracts to Specified Billing

Choose this setting to require the General Contractor to enter the Subcontractor invoice for new subcontracts and submit the invoice to the Subcontractor for signature approval. Contact your Textura implementation team if you think you need to use this setting.

Allow component retention override

Choose this setting to allow General Contractors to enter different retention rates for selected contract components. See Setting Up Component Level Retention on a Project for more details.

Allow contract overbilling

This setting is displayed only if overbilling is enabled at the organization level. Choose this setting to allow overbilling at the contract level. When enabled, the Allow contract to be overbilled contract setting is displayed.

Caution: Prior to enabling this feature please verify that your ERP is able to accept invoices for amounts greater then the remaining contract balance. Not all integrations support this, and can result in the failure of invoices to successfully post. If you have additional questions about this feature please reach out to your Oracle Textura support representative.

Default new subcontracts to allow overbilling

This setting is displayed only if overbilling is enabled at the organization level. Choose this setting to allow contract overbilling when new subcontracts are either imported or manually created.

Enable Project Classification Tracking

Enable project classification tracking across all invoices and contracts for the project. When enabled, you can access a Project Classification Tracking dashboard and generate a report to capture the current classification tracking status of your Subcontractors.

Allow on-system owner to view project Classification Tracking

Only available when a project uses the Enable Project Classification Tracking setting. Allow an on-system Owner to access the Project Classification Tracking dashboard. If you do not turn on this setting, the Owner cannot see project tracking information.

Notify GC to map new Subcontract Change Orders

Choose this setting to notify the General Contractor when a subcontract change order is imported. See Mapping Imported Subcontract Change Orders for steps to map a change order.

Allow Potential Change Orders to be entered

Choose this setting to allow Subcontractors to record potential change orders.

Allow edits to Potential Change Orders

Choose this setting to allow Subcontractors to alter any potential change orders they recorded.

Notes:

Contact your Textura implementation team if you think you need to use these settings.

Potential change order settings require custom documents, which include a potential change order log to track potential change orders.
Subcontractors on a project that includes these settings are prompted to View/Edit Potential Change Orders before sending an invoice to a Signer.
See Edit Potential Change Orders for steps to review and approve potential change orders entered by a Subcontractor.

Allow Tax Codes to be entered

Choose this setting to allow General Contractors to enter tax codes or tax rates. See Tax Codes for more details. When tax rates are allowed, a Tax Code column is available on the Contract Maintenance page.

Require Tax Codes

This setting is displayed only if Allow Tax Codes to be Entered is selected. When this setting is selected, the tax code field becomes a mandatory field on the Contract Maintenance page.

Lock Imported Tax Codes

This setting is displayed only if Allow Tax Codes to be Entered is selected. When this setting is selected, the tax code field on the Contract Maintenance page is displayed but is not a required field. For imported contracts, the tax codes field is disabled, only service users can edit this field.

Sub SoV Option

Choose who controls the Subcontractor Schedule of Values

None: Selected by default, this setting allows Subcontractors to build their own SoV.
Review SoV: Choose this setting to notify the General Contractor when a Subcontractor modifies a SoV.
Specified SoV: Choose this setting to require the General Contractor to build the SoVs for Subcontractors. Contact your Textura implementation team if you think you need to use this setting.

Default Subcontractor Invoice Approval Method for New Subcontracts

Determine how the General Contractor organization should approve Subcontractor invoices

Standard Invoice Approval: Selected by default, this method allows any Invoice Approver assigned to the project to approve Subcontractor invoices.
Parallel Signatory Approval: Choose this method to designate multiple users who must approve Subcontractor invoices.
Serial Signatory Approval: Choose this method to designate multiple users who must approve and the order they must approve Subcontractor invoices.
Conditional Approval Rules can only be applied to contracts using Serial Signatory Approval. Contact your Textura implementation team if you think you need to use this setting.

See Organization Rules and Project Approval Rules for more information.

Next: Draw Settings