Getting Started With TPM

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1 Getting Started With TPM About TPM The Oracle Textura Payment Management system (TPM) is an Internet-based construction progress claim submission solution. With the TPM system: Progress claims and supporting documents are automatically generated, electronically signed, and available online for review, assessment and approval Notice of claim approval is automatic and immediate, through Compliance requirements can be submitted and tracked online Invitation Users will receive one to register on Oracle.com. After registering, users receive a second set up an account on the system, from notification UO101B. Haven t received an invitation? A Textura representative can re-send it. Call Use the links in the invitation to get started. The first link leads to the Create Username screen, where you can create a username and password The second link leads to this guide, which walks through the setup process Create TPM Username and Password Access the Create Username screen from the link in the invitation Enter a Username Usernames should contain only letters, numbers, or underscores (_) Usernames cannot contain any symbols or spaces Example Username: Sanderson_J 2. Enter a Password Passwords must be alphanumeric and at least eight characters long Passwords must contain at least one number and one letter Passwords cannot contain any part of your name, company name, or easily guessable words. Passwords must not use characters outside the English language alphabet Example Password: js Choose Submit Once you have entered a username and password, a Status screen displays next steps Copyright 2016, 2018, Oracle and/or its affiliates. All rights reserved.

2 4. Choose Edit Your User Profile from the Status Screen Page 2

3 Edit User Profile Add your information to the Edit User screen. 1. Enter User and Contact Information Fill out all fields with red asterisks (*). 2. Select Notification and Permissions Select user permissions under the User Can section. Manage Projects Enter progress claims, manage subcontracts, and create a Schedule of Values (SoV) Manage Compliance Set up document compliance requirements for Subcontractors and track compliance documents submitted by Subcontractors, such as worker s compensation Sign on Behalf of the Company Sign documents, such as progress claims and statutory declarations Note: Subcontractors need only tick the above three permissions to use TPM Progress Claim Approver Approve or reject progress claims coming from Subcontractors and Sub-Tier Subcontractors Authorise Payments for Disbursement Review and authorise payments before funds are released by the disburser (Disbursing Organisations only) Manage Classified Attachments View, declassify, or delete any attachment that has been marked classified Create Projects Add new projects, set up projects, and manage project users (Head Contractors only) Note: A user with Create Projects permissions automatically has View All organisation Projects permissions. View All Organisation Projects View all projects enterprise wide Witness Documents Electronically witness documents (this section does NOT need to be filled in) Only Enterprise Administrators can assign the following permissions: Manage Interfaces Control the import and export of accounting information from the TPM system (Head Contractors) Disburse Project Funds Release company funds via EFT payments per draw (Disbursing Organisations only) Disburse Enterprise Wide Funds Release company funds via EFT payments across multiple projects and multiple draws (Disbursing Organisations only) Manage EPP Select or change Early Payment Program (EPP) settings (Head Contractors only) Note: A user with Manage EPP permissions automatically has View All Organisation Projects permissions. Manage Owner Funding Enter funding information and track the date a client funds a draw (Head Contractors only) Want to know more about user permissions? See Subcontractor User Permissions or Head Contractor User Permissions for more details on user roles and permissions. Page 3

4 3. Choose Save Profile Once all the information is complete, choose Save Profile. A status screen displays next steps based on your permissions. Edit e-sign PIN Create a Personal Identification Number (PIN) on the Reset e-sign PIN screen. Note: Only users with Signer or Disburser roles require a PIN. If you are not a Signer, your next step will be Edit Primary Organisation. Tip Keep this PIN in a safe location. You will need it to sign all documents on the system. 1. Enter Current Password Enter the password you used to log in to the system. 2. Enter PIN Number Create a 4-6 digit PIN to apply your electronic signature to progress claims and subcontractors statements on the system. 3. Re-Enter PIN Verify the PIN by re-entering it. 4. Submit Choose the Submit button. A Status screen confirms the PIN has been updated and displays next steps. Note: If your company is already established on the system, this is the last step to complete user setup. 5. Choose Edit Your Organisation Profile from the Status Screen Edit Primary Organisation Enter organizational details on the Edit Primary Organization screen. 1. Enter Business Information Fill out all fields with red asterisks (*). Company Name Country Address City Province Postal Code Phone Default Currency Page 4

5 Fields without asterisks are optional. District Alternate Phone Fax Mobile Default Translation 2. Enter Tax ID Use your ABN (Australian Business Number), an 11-digit number, with spaces ( ). 3. (Optional) Select Business Settings Contact a Textura representative for help with these fields. Tax Rate Table The View/Edit Tax Rates link leads to a screen where your organization can enter the tax rate. Organisation Type: Individual Corporation Partnership Other Allow Out of Order Disbursements tick box Select this setting to allow out of order disbursement on all current projects (not available to Subcontractors). See Out of Order Disbursements for more information. Caution: Only Oracle Administrators should work with these fields. Contact your implementation team to update these fields. Organisation Role Accounting Package (ERP) Document Imaging System Interface Rules (JSON) Progress Claim Export Timing Consolidated Organisation Disable Manual Creation of Subcontracts Note: A variation may only be created in the system by importing it from an accounting package. Allow Setting of Component Type Allow "Save as Draft" when Modifying Subcontractor Progress Claims Allow Approval of Modified Progress Claims Allow Subcontractor Variation Requests Allow Variable Discount Rate Allow Internal Compliance Tracking Allow Internal Workflow Notification Default Projects to Allow Subcontractor Change Order Requests Earnest Money Balance Page 5

6 4. (Optional) Change Password Expiration Select Days before passwords expire to set the number of days between password expirations (Optional) Choose Default Date Format mm/dd/yyyy dd.mm.yyyy Note: dd-mon-yyyy is always an acceptable date format. 6. Enter Bank Information Enter details about the account that will be used to make or receive EFT payments through the system. Fill out all fields with red (*) and blue (*) asterisks. Bank Name Bank Country Bank-State-Branch Number (BSB) Next Cheque Number Bank Account # Note: Once the account is set up, only the last four digits of the bank account will be visible. Only Enterprise Administrators in your organisation can see or change your bank information. Re-Enter Bank Account # Tax Location Fields without asterisks are optional. Bank City Bank Locality Bank Account Name Pay Fees With Cheque Primary Bank Account Manage Accounts link Opens an Edit Accounts dialog box. Note: This dialog box is used to add a credit card to pay fees. Page 6

7 7. (Optional) Segment Information Segments reflect how an organisation manages projects. For example, an organisation may group projects by region or business unit. This feature helps organisations efficiently sort and track projects. Enable Segments Mark the tick box under the Segment Information section. Note: Once the segments are enabled, users with Create Projects permissions may assign the project to a segment. Enterprise Administrators can view and edit segments without enabling segments. See Manage Segments for steps to add and edit segments. 8. Save Choose the Update Organisation button to save changes Other Actions This step concludes the account setup process for Head Contractors. Subcontractors must still accept participation in a project. Confirm Contract To participate as a Subcontractor on a project, you must accept the project's contract from the Accept Contract screen. 1. Review Contract Review all of your contract information on this screen. Note: The usage fee for this project is displayed and will be taken from your bank account or charged to your credit card once you choose Confirm. Tips Missing Varitaions You can confirm the contract and contact the Head Contractor to ask about the variation status. Progress Claims You must confirm the contract before submitting a progress claim. 2. Confirm Choose Confirm. The usage fee is immediately collected and a Status screen indicates the contract has been confirmed. This concludes the account setup process. Still Need Help? Call Page 7

8 Legal Notices Getting Started With TPM Copyright 2016, 2018, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be errorfree. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. This software or hardware and documentation may provide access to or information on content, products and services from third-parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Page 8

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