What's New in TPM Explore the enhancements we added this month
August 2021
Spotlight
What's New and Coming?
We now have a webinar that covers changes to TPM for this release! You can also catch a preview of changes to come in the future!
Track and Place a Hold on Negative Invoices
As a General Contractor, you can now ensure that invoices with negative amounts are not disbursed without appropriate internal procedures being followed. A new project setting (Track Negative Invoices) allows you to track when a Subcontractor submits an invoice with a negative amount. When this setting is selected, an automatic payment hold is placed on the negative invoice and prevents disbursement via manual check. You can review the invoice and remove the hold using the Edit Payment Status page. For more information on turning on this setting, see the Selecting Project Settings for General Contractors topic. For more information on removing a payment hold, see the Releasing a Payment Hold topic.
Video Spotlight
These videos cover the Enter Invoice workflow.
Watch how to submit an invoice as a Subcontractor
Watch a webinar on the changes to the Enter Invoice workflow.
Enhancements
General Contractors
Business Classification Tracking Update:
You can now track business classification goals at the Prime Subcontractor level. New buttons offer more tracking information. Select the Set Goals button to view project business tracking goals and set a new goal for a Prime Subcontractor. These goals can be tracked separately for each Subcontractor working on a project. The View Details button directs you to where you can see a list of Subcontractors. It includes both Subcontractors committed and not committed to a goal. The Analyze Goals button will show you a list of Subcontractors committed to a tracking goal.
Additionally, each business classification you track on your project displays separately in its own table with its own graph on the main page. By default, these tables display in alphabetical order.
Owners
- When working on a project you created as an Owner on TPM, you can now edit the project name. To edit a project name, navigate to the Project Settings page from the Project Settings menu at the top of any project page.
- As an Owner on a General Contractor created project, you can choose to track invoice approval deadlines. When tracking these deadlines, optionally choose to send an email to your team when a deadline is approaching. See the Project Settings Overview for Owners on General Contractor Created Projects topic for more information on how to use this setting.
Last Published Wednesday, July 10, 2024