Set or Release Retention on a HC/Client Progress Claim from the Client Contracts Tool
Objective
To set or release retention for line items on a HC/Client progress claim with the Client Contracts tool.
Background
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Client Contracts tool.
Prerequisites
Steps
Note
The steps below describe how to release retention on an HC progress claim with the Client Contracts tool. For companies using the project's Progress Billings tool, users with 'Admin' permission on the Client Contracts tool can also perform this task in Progress Billings. For details, see Set or Release Retention on a HC/Client Progress Claim with the Progress Billings Tool.- Navigate to the project's Client Contracts tool.
- Click the HC/Client tab.
- Locate the HC/Client progress claim that you want to work with.
- Click the Detail tab.
- Click the Edit button.
- Choose one of the following: