Common Owner Workflow

As an Owner, you can work with client services to set up your account and begin your project management.

To create and manage a project on TPM, work through the following steps:

  1. Identify a new project to manage.
  2. Identify a General Contractor who you will work with on the project. Consider sending an introduction email to your General Contractor and TPM account lead to notify them of the new project.
  3. Create a project.
  4. Add the General Contractor to the project.
  5. Select User Roles for members of your organization. You must have an assigned role to interact with the project directly.
  6. The General Contractor invites Subcontractors and initiates draws.
    • General Contractors directly hold contracts with Subcontractors on TPM.
    • General Contractors manage the project Schedule of Values (SoV). As the owner, you can choose to lock the SoV to prevent changes being made to the SoV.
    • Owners can access a View Only version of subcontracts, SoV, change orders, compliance, and the Manage Lien Waivers page.
  7. At the end of a draw, the General Contractor submits an invoice to the Owner. Approvers in your organization are notified when the invoice becomes available for approval.
  8. Approve the General Contractor's invoice. The most common approval method for Owners is Serial Signatory Approval.