Go Live with Trimble Pay (Not Integrated)

As a general contractor, to go live in Trimble Pay is to create your first project and apply the necessary settings for managing it. Use this guide to walk you through it.

Setting up your first project is easier if these actions are complete before you create the project:
Note: If using an integration with another application, see Go Live with Trimble Pay (Integrated).
To create and set up your first project:
  1. Create the project. From your Dashboard, on the right-hand side of the screen, select Start project +. See Create a Project.
  2. Create subcontracts. See Create a Subcontract and/or Create Subcontracts in Bulk.
  3. Add teammates and assign roles. Start by selecting Members. See Add Project Members.
  4. Apply your billing requirements to this project. Start by selecting Billing requirements. See Use a Billing Requirements Template.
  5. Turn on document forwarding. Start by selecting Document preferences. See Set up Document Forwarding.
  6. Enter this project's billing dates. Start by selecting Billing periods. See Set Default Billing Period for a Project.
    Note: To set the same billing dates on all projects, see Set a Default Billing Period for All Projects.
  7. Assign vendors to each contract and invite them to their respective contracts. See Assign a Vendor to a Subcontract.
  8. If you are not using compliance templates, select Compliance to add requirements to only this project. See Set Up Project-level Compliance Requirements.
Your project setup is complete.