Organization Settings Overview for General Contractors

Project Administration

Partial Payment have Tax applied: After Net Invoice or Pro Rata (View Only)

The option selected for this field is set by your Textura Organization Administrator. If your organization allows partial payments, this field specifies how the tax is applied.

After Net Invoice: When this option is selected, the net invoice balance is drawn first and then the tax
Pro Rata: When this option is selected, the net invoice balance and the tax are drawn simultaneously. The tax rate which applies to the invoice will also apply to each of the partial payments against that invoice.

Enable Oracle Customer Service User

Select this setting to create a Textura Administrator account for customer support.

Caution: Contact your implementation team to determine if this setting is right for your organization. If you choose this setting, the next step is to set up a customer service user.

Organization Type

Individual

Corporation

Partnership

Other

Calendars

Create custom calendars to use on projects to ensure due dates better align with how your company does business. When you create a custom calendar, you identify the standard working days and non-working days in a given month. Select the Add Calendar button to create a calendar.

After you create a calendar, it will display under this calendar section of your organization settings. You can choose to edit or delete existing calendars as long as the chosen calendar is not currently being used to calculate due dates for any projects.

Allow payment deadlines to fall on a specific date?

Defaults to None. Select how you want to configure payment due dates. Options include Day of the week, Day of the month, and None. When you select Day of the week or Day of the month, additional options display.

Select deadline dates: Only available when you select Day of the week. Choose the day of the week a deadline should fall by selecting one of the letters displayed under this setting. Letters correspond to the day of the week, beginning with S for Sunday and ending with S for Saturday.

Round Off Business Day: Only available when you select Day of the week or Day of the month. Choose when a payment deadline should occur if the specified date falls on a non-business day.

Prior Business Day: Selected by default. If the deadline date falls on a non-business day, it will instead fall on the last business day before the non-business day.
Next Business Day: If the deadline falls on a non-business day, it will instead fall on the first business day after the non-business day.

Enter Deadline Days: Only available when you select Day of the month. In the available field, type the day or days when deadline dates should occur. If you want to have multiple deadline dates in a month, use commas to separate each date.

Allow variable discount rate check box

Contact your Textura implementation team if you think you need to use this setting.

Allow Out of Order Disbursements check box

Select this setting to allow out of order disbursement on all projects.

Overbilling Options

Note: When this setting is enabled at the organization level, it does not automatically copy down to projects. The setting option is displayed but turned off. If needed, you can choose to enable the setting.

Caution: Prior to enabling this feature please verify that your ERP is able to accept invoices for amounts greater then the remaining contract balance. Not all integrations support this, and can result in the failure of invoices to successfully post. If you have additional questions about this feature please reach out to your Oracle Textura support representative.

None

Choose this setting if you do not want to enable overbilling. This is the default setting.

Allow contract components or lines to be overbilled

Choose this setting to allow Textura Administrators to enable component or line level overbilling. hen picking the contract components or lines to be overbilled there is not a project level setting.

Allow contract totals to be overbilled

Choose this option to enable overbilling.

Allow setting of component type

Contact your Textura implementation team if you think you need to use this setting.

Require reason when selecting restart approval

Contact your Textura implementation team if you think you need to use this setting.

Allow Approval of Modified Invoices (Australian Organizations)

Contact your Textura implementation team if you think you need to use this setting.

Allow Subcontractors to Bypass Electronic Notarization check box

When enabled, Subcontractors can bypass the electronic notarization step when signing documents which require notarization on TPM. Instead, a Subcontractor will upload a scanned document which was notarized on paper. You will then need to review this document and approve it in order for the Subcontractor to remain in compliance.

After enabling this organization setting, additional settings revolving around the electronic notarization bypass workflow appear in the Documents section of the Project Settings page and on the Contract Maintenance page.

Disable electronic notarization and require offline notary tracking on all projects and subcontracts

Available only when the Allow Subcontractors to Bypass Electronic Notarization setting is enabled. This setting enables the bypass notarization workflow on all projects and subcontracts. When you enable this setting, all current and future projects will allow all Subcontractors to bypass the electronic notarization step and instead upload their notarized paper documents. This is a useful feature for areas where electronic notarization is not recognized.

Allow encrypted lien waiver uploads

Select this setting to allow Subcontractors to upload lien waivers for their Sub-Tiers in an encrypted PDF format.

Allow Organization Level Holds on Subcontractors

Enable the application to place a hold on an organization across all projects and contracts.

There are two types of organization level payment holds: Manual and Automatic. Place a manual hold using the Manage Organization Level Hold link on the Subcontracts by Organization page. An automatic hold is triggered when a Subcontractor changes key organizational data.

Projects can only use Proprietary documents

When you select this setting, an Allow projects to use certain standard documents link displays.

Choose to limit documents available on the Choose Project Settings page to include only documents which were marked as proprietary by your Oracle administrator or those you have allowed to be used from the Allow projects to use certain standard documents link.

Allow projects to use certain standard documents link

Only displays when you choose the Projects can only use Proprietary documents setting. Select the link to open a dialog box.

In the Assign Standard Documents to Project dialog box, move the documents you would like to use on your projects from the Available Documents to the Assigned Documents column.

Either:

Drag and drop a document from one column to the other
Select a document and then select the > button to move it to the Assigned Documents column.

Manual Check Payment Settings (Button)

Select this button to allow the option to select manual checks during authorization and disbursement. When this setting is enabled, for all projects where disbursement authorization is enabled, the manual check payments in the Available to Pay status is moved to Pending Authorization status. Note, once this setting is enabled, it cannot be disabled. Selecting this button, opens a Manual Check Payment Settings dialog box. Review the caution message and select the check box requiring manual check payments to be selected for authorization and disbursements, and the check box confirming that this setting cannot be disabled in the future.

After you have enabled this setting, it is no longer displayed on the My Organization Settings page.

Compliance

Default Document Compliance Status for Standard Requirements

Select a default compliance status for any standard document your organization will track. This default applies to all standard document requirements for all projects in which your organization acts as a General Contractor.

Not Received: The application automatically tracks compliance.
Not Tracking: The application does not automatically track compliance. Choose this option when most Subcontractors are not required to submit documents.

Default Document Compliance Status for Periodic Requirements

Select a default compliance status for any periodic document your organization will track. This default applies to all standard document requirements for all projects in which your organization acts as a General Contractor.

Not Applicable: The system automatically tracks compliance based on recurrence options.
Not Tracking: The system does not automatically track compliance. Choose this option when most Subcontractors are not required to submit documents.

Default Document Compliance Track Expiration Date for Standard Documents

Select a default expiration status for any standard document your organization will track. This default applies to the expiration date tracking of standard document requirements for all projects in which your organization acts as a General Contractor.

Do Not Track Expiration: Choose this option if a document does not expire (or the expiration does not need to be tracked).
Against Period To Date: Choose this option to enforce compliance for draw payments where the Period To Date is after the document expires.
Against Current Date: Choose this option to enforce compliance for all unpaid payments as soon as a document expires.

Prevent editing of Set Up Requirement page

Organization Administrators can enable this setting. If enabled, compliance managers cannot edit certain settings on the Set Up Document Requirements page (Standard tab); for example, edit the name, enforcement, track expiration, or change the default status, or delete requirements.

Prevent editing of subcontract status

Organization Administrators can enable this setting. If enabled, compliance managers cannot edit the status of a subcontract. On the View Document Status and the Edit Document Status pages (Standard Requirement tab), the status and expiration date cannot be modified.

Roles and Permissions

Disburser role required to release document compliance holds

Textura Administrators can enable this setting. If enabled, users must have the disburser role at the project level to release compliance document holds.

Project Funding edited by Enterprise Admins Only

Textura Administrators can enable this setting. If enabled, users must have the Enterprise Administrator role in order to edit project funding. Project managers who are not Enterprise Administrators can still access the Project Funding page and view funding information, but they cannot update or change any fields.

Next: Managing Organization Level Rejection Responses