Set or Release Retention on a Subcontractor Progress Claim
Objective
To set or release retention for line items on a subcontractor progress claim from the Project level Invoicing tool.
Background
Things to Consider
- Required User Permissions:
- To set and release retention when editing the most recent progress claim before, during, or after the billing period's 'Due Date':
- You must be an progress claim administrator.
- To release retention when editing the most recent progress claim during the current billing period:
- You must have 'Standard' level permissions on the Project level Commitments tool.
AND - You must be added to the 'Private' drop-down list on the commitment.
- You must have 'Standard' level permissions on the Project level Commitments tool.
- Read about required user permissions for downstream collaborators: Show/Hide
- Some Procore customers choose to provide their downstream collaborators with access to the Project level Commitments tool:
- To modify retention amounts on the most recent progress claim before the billing period's 'Due Date':
- You must be an progress claim contact on the commitment.
AND - You must have 'Read Only' level permissions on the Project level Commitments tool.
- You must be an progress claim contact on the commitment.
- To modify retention amounts on the most recent progress claim before the billing period's 'Due Date':
- Some Procore customers choose to provide their downstream collaborators with access to the Project level Commitments tool:
- To set and release retention when editing the most recent progress claim before, during, or after the billing period's 'Due Date':
- Additional Information:
- If there are multiple progress claims for a single billing period, you can only edit the billed amounts on the most recent progress claim.
- If you are adding a payment program after the progress claim is approved, enter the amount for the work you are claiming this period in the 'Proposed Amount' column of the progress claim detail. To learn more, see Create a Payment Program.
- You can also manage withholding using the sliding scale retention feature. To learn more, see What is sliding scale retention?
- To learn how to create a progress claim to release retention on a final billing, see Create a Subcontractor Progress Claim for Release of Retention.
Prerequisites
Steps
Place the Progress Claim SOV in Edit Mode
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- In the table, locate the progress claim that you want to edit.
- Click the Progress Claim # link to open it.
- Scroll to the Schedule of Values section.
- Click the Edit button.