Disable Owner Workflow for Owners Working as General Contractors

When creating a project and performing the role of a General Contractor, Owners can choose to disable the Owner billing workflow. Disabling the Owner billing workflow streamlines the draw process by enabling Project Managers to bypass your Billing Workflow steps so focus can remain on Subcontractor invoice approval and disbursement.

The Owner billing workflow can also be disabled from the Project Settings page for an existing project.

When disabled:

Owners do not submit invoices
The system does not generate your Billing Workflow steps for Owners

Since Owners acting as General Contractors no longer need to submit an invoice during draw periods for projects without Owner billing, the way the draw progresses differs from the process experienced during an Owner billing workflow.

Instead of submitting an Owner invoice, these Owners will only:

Manage Invoices
Close Draw
Authorize Payments (if applicable)
Manage Draw Payments.
Note: The above help links lead to General Contractor documentation. When your Owner organization acts as a General Contractor, you will experience the General Contractor workflow.

Additionally, the location of the draw on the Draw Home Page changes depending on the current state of Subcontractor payments:

Open: Subcontractor invoicing is still in progress
The following scenarios will place the draw in the Open section:
- Subcontractor invoices are awaiting approval
- The new draw does not yet include Subcontractors
Pending Payment: All Subcontractor invoices are approved
The Owner may or may not have closed the draw
Completed: The Owner has disbursed payment to all Subcontractors

Next: Contract Status for Owners