(Beta) Set or Release Retention on a Subcontractor Progress Claim from the Progress Billings Tool
Objective
To set or release retention for line items on a subcontractor progress claim with the Progress Billings tool.
Background
Things to Consider
- Required User Permissions:
- To set and release retention when editing a progress claim before, during or after the current billing period, 'Admin' level permissions on the project's Commitments tool.
- OR
- To release retention when editing a progress claim during the current billing period only, 'Standard' level permissions on the project's Commitments tool and you must be the designated 'Invoice Contact' on the contract. Progress Claim contacts are automatically added to the 'Private' drop-down list on the contract. If you have these permissions, see these tutorials: Send an 'Invite to Bill' to a Progress Claim Contact and Submit a New Progress Claim as a Progress Claim Contact.
OR - Read about the alternative permissions option: Show/Hide
- Some Procore customers choose to grant external users access permissions to the project's Commitments tool to allow them to create progress claims. The following options is available, but NOT recommended:
- 'Read Only' level permission on the project's Commitments tool and designated as an 'Invoice Contact' on the purchase order or subcontract. If users are granted these permissions, they have permission to modify the retention amount to release on a progress claim before a billing period's 'Due Date'.
- Some Procore customers choose to grant external users access permissions to the project's Commitments tool to allow them to create progress claims. The following options is available, but NOT recommended:
- Additional Information:
- For customers in Australia , 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 as a final payment, 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 Progress Billings tool.
- Click the Subcontractor tab.
- In the table, locate the subcontractor progress claim to edit.
- Click the Progress Claim # link to open it.
- Scroll to the Schedule of Values section.
- Click Edit in the lower right corner of the 'Schedule of Values' section.