Working with the Project Home Page for Subcontractors

  1. Tasks Tab: Separates outstanding project tasks into different categories. Some task categories include Compliance and Budget-related actions. Select a link in one of the tiles to go to a page in the application to complete the task. These tasks also display on the Tasks page.
  2. Payment Tab: Displays a color-coded bar with payment status for the duration of the project.
  3. In Progress Draws: Shows cards for all open draws. If a draw is open, you still need to submit your invoice.
  4. Completed Draws: Displays a table for all completed draws. In a completed draw, you submitted your invoice and received payment from the disbursing organization.
  5. Page View: Defaults to a card view. Select the bullet icon to change the page display to a list view. You can only see open and submitted draws in a card or list view. Completed draws always display in a list view.
  6. Open Draw Cards: Includes a progress bar to help guide you through the invoicing process. See outstanding project tasks for your organization, and link to pages to complete those tasks. User permissions and project roles determine which links you can access.
  7. Submitted Draw Cards: Includes the total amount of pending payment. If you currently have a payment hold, the card will display an alert symbol. Hover your cursor over the symbol to see why you were placed on hold, and view a possible solution.
  8. Compliance Section (not pictured): If a project tracks the lien waiver compliance of Sub-Tier organizations, you may see a Compliance section at the top of the Tasks tab of your Project Home page. This section lists an individual task for each Sub-Tier organization that currently has a lien waiver tracking hold placed upon it. Selecting one of these links will open the Manage Lien Waivers page to the specific draw with a lien waiver compliance issue. Use the Manage Lien Waivers page to upload, review, or update the Sub-Tiers lien waiver status.