Project Settings Overview for Owners on General Contractor Created Projects

Internal Project Number

A number to identify the project. This field is carried over from the previous project setup task (Add Project).

Do Not Allow the General Contractor to Edit the Schedule of Values

Select this setting to prevent the General Contractor from making changes to the project Schedule of Values.

Allow authorization of invoices eligible for disbursement only

Selected by default, this setting prevents authorization for Subcontractors with payments on hold or payments with unsigned unconditional lien waivers.

You can also choose to allow General Contractors to control this setting.

Use invoice approval deadline

Select how you want to calculate the deadline for when the Owner must approve the General Contractor's invoice. Selecting this option reveals additional options for this feature.

From the drop-down option, select a base date to begin invoice tracking.
Base Offset Days (+/-): Enter the number of days the Owner has before or after the Base Date to respond to an invoice.
(Optional) Select the send email reminder for unapproved invoices check box to send an email when the invoice approval deadline is approaching. Select the number of days before the deadline you would like the application to send the email.

Next: Selecting Project Settings for Owner Created Projects