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Set or Release Retention for All Line Items on a HC/Client Progress Claim from the Progress Billings Tool

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 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 

Objective

To set or release retention for all of the line items on a HC/Client progress claim using the Progress Billings tool.

Background

You can use the steps below to:

  • Set the Retention Amount. Enter a percentage to calculate the withholding amount. This percentage will be applied to all of the line items on the progress claim. For example, enter 10% to withhold 10% on each progress claim line item. 
  • Release the Retention Amount. Enter a percentage to calculate the amount to release on the progress claim. This moves the calculated amount from the 'Currently Retained' column to the 'Released this Period' column in the head contract. You can adjust this amount to perform a partial or full release as follows: 
    • A partial release indicates an amount is being withheld. For example, you would enter 50% if you are halfway through the project and your progress claim is for a progress payment.
    • A final release means you are releasing the full amount and retention is no longer being withheld. For example,  you would enter 100% after all of a project's contractual obligations are substantially complete and your progress claim is for final payment.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Client Contracts tool. 
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
      • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the HC/Client tab. 
  3. Locate the commitment that you want to work with. Click its link in the Contract column. 
  4. Click the Progress Claims tab. 
  5. Locate the progress claim that you want to work with. Then click View or Edit. 
  6. Click the Detail tab.
  7. Click the Edit button in the progress claim. 
  8. Choose one of the following:

Set Retention on All Line Items

  1. Under Set Retention on All Line Items, do the following:
  2. Enter the percentage to withhold in the Work Completed box. 
  3. Click Set.
  4. Enter the percentage to withhold in the Materials Stored box. To learn more, see How do I bill for stored materials in Procore?
  5. Click Set.

Release Retention on All Line Items

  1. Under Release Retention on All Line Items,  do the following:
  2. Enter the percentage to release in the Work Completed box. 
  3. Click Release.