Download Module 3 Project Setup Module 3 Project Setup

Module 3 – Project Setup
Module 3 – Project Setup ................................................................................. 5
Overview ....................................................................................................................................................................5
Create a New Project .................................................................................................................................................6
Create Project Participants ........................................................................................................................................8
Enter Off-System Above the Line Project Participants ...........................................................................................8
Supervisory Organizations .................................................................................................................................9
Above The Line (ATL) Roles ..................................................................................................................................10
Enter On-System Above the Line Project Participants .........................................................................................11
Browse Organizations ......................................................................................................................................11
Search using the Find tool ...................................................................................................................................12
Project Settings ........................................................................................................................................................13
Contracting Organization (GC) Project Information .............................................................................................14
Customer Project Manager ..............................................................................................................................15
Advance Payments ...........................................................................................................................................16
Project Currency Settings .................................................................................................................................16
Project Bond Settings .......................................................................................................................................16
Contracting Organization (GC) Invoice Settings ...................................................................................................17
System Generated Invoice Format .......................................................................................................................17
Selecting System Generated Invoice Format options ......................................................................................18
Project Settings ....................................................................................................................................................19
Retention Settings................................................................................................................................................21
Payment Holds .....................................................................................................................................................22
Document Settings ..............................................................................................................................................23
Lien Waiver Settings ............................................................................................................................................25
Site Information ...................................................................................................................................................26
Manage Project Users..............................................................................................................................................27
Assign Users to Project ........................................................................................................................................27
Modify User Permissions (Local Administrator Only) ..........................................................................................30
Enter Schedule of Values (Project Budget) ...............................................................................................................33
Uploading a Schedule of Values from a CSV File ..............................................................................................33
Creating the CSV file ........................................................................................................................................34
Manually Enter Schedule of Values .....................................................................................................................38
Add New Line ...................................................................................................................................................39
Copy Selected ..................................................................................................................................................39
Delete Selected ................................................................................................................................................40
Revert to Saved ................................................................................................................................................40
Special Budget .....................................................................................................................................................41
Special Considerations - Subcontractor SoV ........................................................................................................42
Contract Components ......................................................................................................................................42
Auto-Populate Schedule of Values ...................................................................................................................44
Auto-Allocate Change Order ............................................................................................................................46
Contracting Organization .............................................................................................................................46
Subcontractor ..............................................................................................................................................48
Identify or Edit Project Funding................................................................................................................................49
Modifications to the Edit Project Funding page ..................................................................................................49
Setup Document Requirements ...............................................................................................................................52
Textura™ User Manual, Confidential
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© 2009 Textura Corporation. All rights reserved. Patent 7490064 and Patents Pending.