Complete an incomplete subcontract in Textura

A subcontract is incomplete in Textura until both of the following have happened:

It has been assigned to a subcontractor
It has been assigned to a Phase Code/line item on the contract

Incomplete subcontracts are listed on the Incomplete Subcontracts tab of the Subcontract Listing page.

NOTE: Subcontractors will NOT be able to complete a billing/draw in Textura if their subcontracts are incomplete.

To Complete an Incomplete Subcontract in Textura

STEP 1: From the main project page in Textura, click the SoV/Subcontracts tab. Click Subcontracts List. Click the Incomplete Subcontracts tab (see screenshot below).

NOTE: Complete STEPS 2 through 5 ONLY IF the Vendor ID and Organization columns are blank as shown on the screenshot above.You will need the subcontractors name to complete STEPS 2 through 5. If the Organization is already shown, SKIP TO STEP 7.

STEP 2: Click edit next to the subcontract’s contract number.

STEP 3: The system displays the Contract Maintenance page (see screenshot below). Select Edit Settings.

STEP 4: The system displays another Contract Maintenance page (see screenshot below). Begin typing the Subcontractor’s name in the Organization field. If there is a match in the Textura database, the sub will appear on the drop-down list. Once a Swinerton sub has been linked to a Subcontractor in the Textura database, the Vendor ID number will be shown next to the Sub.

If the Subcontractor is on the drop-down list, select the Subcontractor and click Save Changes.
If the Subcontractor is NOT on the drop-down list, the Subcontractor must be invited to participate in Texture (Click here for how to invite Subcontractors to Textura).

STEP 5: The system displays a Status page confirming the changes and that the subcontract is NOT YET complete (see screenshot below). Click the link to return to the subcontract listing on the screen shown below. The Subcontract must now be Assigned to a Phase Code.

STEP 6: Click the Incomplete Subcontracts tab on the Subcontract Listing screen.

STEP 7: Click edit next to the subcontract’s contract number. The system displays the Contract Maintenance page (see screenshot below).

STEP 8: Click under Phase Code in the blue highlighted line. This will turn the cell white while highlighting the line yellow (see screenshot below). Click Find.

STEP 9: Click on the appropriate line from the Schedule of Values. NOTE: If the SoV detail has not yet been entered, only the original contract amount will be show as one line item.

STEP 10: Click Save Changes. The subcontract will now move from Incomplete Subcontracts to Complete Subcontracts on the Subcontract Listing page.