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:
- Identify a new project to manage.
- 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.
- Create a project.
- Add the General Contractor to the project.
- Select User Roles for members of your organization. You must have an assigned role to interact with the project directly.
- 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.
- 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.
- Approve the General Contractor's invoice. The most common approval method for Owners is Serial Signatory Approval.
Last Published Wednesday, July 10, 2024