Organization Settings Overview for Owners

Organization Administration

Default Date Input Format

Choose how dates will display on legal documents.

Days before password expire

Select the number days after which the password is set to expire. The option include: 30, 60, 90, 180, and 365 days.

Days until user deactivation after last login

Set the duration of login inactivity after which inactive users will be deactivated. If required, Enterprise Administrator can reactivate a user account that has been deactivated. To exempt users from auto-deactivation, select the Do not automatically deactivate user check box from the Edit User page. The following users are excluded from auto-deactivation: users assigned with automated integration permission, users assigned service user role, and users who only log in to notarize a document.

Note: Ensure that you exempt critical users and at least one Enterprise Administrator from auto-deactivation.

Enable partial payments

The Enable Partial Payments setting allows you to view if partial payments has been enabled or disabled. Contact your Textura Administrator if you need to make changes to this setting.

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.

Enable Data as a Service

Only available when you act as a General Contractor on a project. Access and export payment, Subcontractor compliance, and other financial data from your projects on Textura. Contact your Client Services representative to obtain and verify your cloud account details if you want to use this feature.

Enable Segments

Enable this setting to use segments. Segments allow you to organize projects into custom groups.

Manage Oracle TPM Fee Options

Choose who is responsible for the payment of project and Subcontractor usage fees.

Manage Data Collection

Set up a data consent form that users must accept before saving or updating user profiles on the system.

Manage Tax Codes

Add, edit, and apply tax codes to calculate tax on invoices.

Project Administration

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.

Allow open ended billing contracts on organization projects

This is generally a General Contractor setting. When a contract allows open-ended billing, there is not a static contract value. This feature is most often used for projects based in the Australasia region.

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 subcontractor change order requests

This is often a General Contractor setting. You can allow Sub-Tiers and Subcontractors to submit requests for change orders. The change order request workflow is typically used for European projects.

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.

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.

Default Subcontractor Invoice Number Format drop-down

Only available to Enterprise Administrators. Use the drop-down to select an invoice number format to apply to all projects by default.

Note: This setting only affects the invoice number format on new projects in which your organization acts as a General Contractor. For new projects where your organization acts as an Owner and another organization acts as the General Contractor, this setting will not affect the invoice format.

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.

Compliance

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 subcontractor invoice number format at project level

Select this check box to prevent General Contractors from changing the Subcontractor invoice format at the project level.

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

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.