Setting Up a Draw Schedule

To set up a draw schedule:

  1. Navigate to the Draw Schedule Page
  2. From the Schedule Draws page, select the +Schedule Draws... button.

    A Schedule Draws dialog box opens.

  3. In the dialog box, use the calendar widget to select a date for your first scheduled draw.
  4. Select a time to end scheduled draws. All times are in the CT time zone.

    Either:

    • Select the total number of draws to schedule
    • Select a specific end date.
  5. Select Next.
  6. From the Period Start drop-down list, select when each draw period should begin.
  7. From the Period End drop-down list, select when each draw period should end.
  8. From the Initiate Draws drop-down list, select when to initiate and invite participants to a draw.

    If you choose to initiate draws on a specific day of the month, you will also need to manually type the date of the day in the available field.

  9. From the Draws Due drop-down list, select when you expect draw participants to submit their invoices.

    If you choose a draw due date on a specific day of the current or next month, you will also need to manually type the date of the day in the available field.

  10. From the Close Draw drop-down list, select when to close a draw for draw participants.

    If you choose to close draws on a specific day of the current or next month, you will also need to manually type the date of the day in the available field.

  11. Select Next.
  12. From the Included Subcontractors drop-down list, select which Subcontractors you would like to include in future, scheduled draws.
  13. From the Close for Subcontracts drop-down list, select whether the draw will close automatically for Subcontractor draw participants on your selected draw close date.
  14. Select the Schedule button.
    • The dialog box closes and a message displays, confirming you successfully scheduled your draws.
    • All scheduled draws display in a table on the Schedule Draws page.
    • Five days before the initiation date, a draw will shift to the Draft status. It will appear as drafted on the Draw Home Page until it is initiated.

Watch the Scheduling Draws Video for an overview of how this page works on TPM.