The Oracle Textura Payment Management system (TPM) is an Internet-based construction invoicing and payment solution. With TPM:
Pay application documents are automatically generated, electronically signed, and available online for review and approval.
Payments are made electronically, resulting in faster access to funds.
Compliance documents can be submitted and tracked online.
Invitation Email
Users receive one email to register and create an account on the Oracle Store. When the order for Textura Payment Management Subcontractor Cloud Services is completed through the store, users are invited to set up an account on the TPM system.
Haven't received an invitation? A Textura representative can resend it. Call 866-839-8872.
Use the links in the invitation email 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.
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Create TPM Username and Password
Access the Create Username screen from the link in the invitation email.
1. Enter a Username
Usernames should contain only letters, numbers, or underscores (_).
Usernames cannot contain any symbols or spaces.
Usernames cannot contain more than 20 characters.
Example Username: Davis_L
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 or your company name.
Passwords must not use characters outside the English language alphabet.
Example Password: js196022
3. Choose Submit
Once you have entered a username and password, the Edit User screen displays.
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Edit User Profile
Add your information to the Edit User screen.
1. Enter User Information
Fill out all fields with red asterisks (*).
2. Enter Contact Information
Fill out all fields with red asterisks (*).
3. Set Up Verification Phone Number (Enterprise Administrators only)
Add a verification phone number as a part of two-step verification.
4. Select Notification and Permissions
Select user permissions under the User Can section.
Manage Projects—Enter statutory declarations, manage subcontracts, and create a progress claim
Manage Compliance—Set up document compliance requirements for Subcontractors and Sub-Tier Subcontractors, such as proof of Commercial General Liability Insurance, and track compliance documents submitted by Subcontractors and Sub-Tier Subcontractors
Sign on Behalf of the Company—Sign documents, such as sworn statements and statutory declarations
Progress Claim Approver—Approve or reject progress claims coming from Subcontractors and Sub-Tier Subcontractors
Authorize Payments for Disbursement—Review and authorize payments before funds are released by the Disburser (Disbursing Organizations 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 (General Contractors only) Note: A user with Create Projects permissions automatically has View All Organization Projects permissions.
View All Organization Projects—View all projects enterprise-wide
Notarize Documents—Electronically notarize documents Note: A user with Notarize Document permissions must be a notary and must complete the Notary/Commissioner of Oaths information section of the profile.
See Set Up a Verification Phone Number for more details.
Only Enterprise Administrators can assign the following permissions:
Disburse Project Funds—Release company funds via EFT (Electronic Fund Transfers) per draw (Disbursing Organizations only)
Disburse Enterprise Wide Funds—Release company funds via EFT across multiple projects and multiple draws (Disbursing Organizations only)
Manage Owner Funding—Enter funding information and track the date an Owner funds a draw (General Contractors only)
Manage EPP—Select or change Early Payment Program™ (EPP™) settings (General Contractors only) Note: EPP is only available in the United States.
Manage Interfaces—Control the import and export of accounting information from the system (General Contractors only)
Want to know more about user permissions?
See Subcontractor User Permissions or General Contractor User Permissions for more details on user roles and permissions.
5. 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, Disburser, or Notary roles require a PIN. If you are not a Signer, your next step will be Edit Primary Organization.
Tip Keep this PIN in a safe location. You will need it to sign all legal 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 sworn statements and statutory claims 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 setup.
5. Choose Edit Your Organization Profile from the Status Screen
Edit Primary Organization
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
Fields without asterisks are optional.
District
Alternate Phone
Fax
Mobile
Default Translation
2. (Optional) Choose Minority Statuses
Select the pencil icon to open a Minority Status dialog box. Choose a check box to indicate a minority certification. Note: Minority status defaults to None.
a. Select minority statuses:
AABE—African American Business Enterprise
ABE—Asian American Business Enterprise
AVMBE—Aboriginal & Visible Minority Business Enterprise
b. Choose Save. The dialog box closes and minority status changes display on the screen.
3. Enter Tax ID
Use your GST/HST Account Number, a 15-digit number, without spaces (123456789RT0001).
Caution: Do not use a Social Insurance Number as a Tax ID. This number may be used to search for your organization and may be visible on printed documents.
4. (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.
Organization Type:
- Individual - Corporation - Partnership - Other
Allow Out of Order Disbursements check 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.
Organization Role
Subscription Level
Accounting Package
Document Imaging System
Interface Rules (JSON)
Progress Claim Export Timing
Consolidate Organization
Disable Manual Creation of Subcontracts Note: A change order may only be created in the system by importing it from an accounting package.
Allow "Save as Draft" when Modifying Subcontractor Progress Claims (Australian organizations)
Allow Internal Compliance Tracking
Allow Internal Workflow Notification
Allow Approval of Modified Progress Claims (Australian organizations)
Default Projects to Allow Subcontractor Change Order Requests
Select Days before passwords expire to set the number of days between password expirations.
30
60
90
180
365
6. (Optional) Choose Default Date Format
mm/dd/yyyy
dd.mm.yyyy
Note: dd-Mon-yyyy is always an acceptable date format.
7. Enter Bank Information
Enter details about the account that will be used to make EFT payments through the system. Fill out all fields with red (*) and blue (*) asterisks.
Bank Name
Bank Country
Transit (Branch) Number
Financial Institution Number
Tax Province
Fields without asterisks are optional.
Bank City
Bank Locality
Bank Account Name
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 organization can see or change your bank information.
Re-Enter Bank Account #
Pay Fees With
- Check - 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.
8. (Optional) Segment Information
Segments reflect how an organization manages projects. For example, an organization may group projects by region or business unit. This feature helps organizations efficiently sort and track projects.
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Enable Segments
Mark the check 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.
9. Save
Choose the Update Organization button to save changes. This step concludes the account setup process for General 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 Change Orders You can confirm the contract and contact the General Contractor to ask about the change order status.
Progress Claims You must confirm the contract before submitting a progress claim.
See Manage Segments for steps to add and edit segments.
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