Working with the Organization Profiles Page

A General Contractor's Organization Profiles page with numbered page elements

  1. Organization Search: Enter an organization name or details to search for one of your specific organizations. You can search by organization name or address information.
  2. Add and Delete Buttons: Click the Add Icon Add Icon to create a new organization to use to fund a project. You will use the Add Secondary Organization page to enter location, contact, address, and banking information for the new entity.

    Click Delete to delete a selected organization. You cannot delete your primary organization or an organization currently linked to a project.

  3. Organization List: Displays the name and address information of all your organizations on Textura. The primary organization always appears at the top of the list. Additional organizations are listed by when they were last created or updated. Select an organization to view the names of the projects currently receiving funding from that profile.
  4. Edit: Select the Edit link to update the address, ethnicity, project translation, or banking details of the highlighted organization. When you edit your primary organization, you will use the My Organization Profile page. You edit additional organizations on the Edit Secondary Organization page.
  5. Project Search: Enter a partial or full name of a project to narrow the list of results displayed on the page.
  6. Project Status Toggle: Choose to view either Active or Inactive projects. The page defaults to listing the names of your organization's active projects.
  7. Project Table: Lists all projects currently funded by the selected organization.
  8. WhitePencilIcon Edit Project Funding: Click the WhitePencilIcon Edit Icon to open the Project Funding pane. You will use the Project Funding pane to select an organization to fund the selected project.

    See Adding or Updating Project Funding Details for more information.

    Note: By default, Enterprise and Local Administrators can update project funding. If your organization uses the Project funding edited by enterprise admins only organization setting, only Enterprise Administrators can access the Project Funding pane.