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Procore

Set or Release Retainage For All Line Items For a Requisition

Objective

To set or release retainage for all line items in a requisition. 

Things to Consider

  • Required User Permission: 'Admin' on the project's Commitments tool. 'Standard' level users will only see the option to Release Retainage on All Items (they will not see the option to Set Retainage on All Items).
  • If you want to set the same percentage of retainage on all line items in a requisition, you can easily enter in a value that will be applied to all line items in the requisition. Similarly, if you want to release retainage on all line items, you can enter a value that will then be applied to all line items, which will move a desired percentage from the "Currently Retained" column to the "Released This Period" column.

Steps

  1. Navigate to the project's Commitments tool.
  2. Click the title of the commitment with the Requisition you want to set or release retainage for. 
  3. Click the Requisitions sub tab. 
  4. Click Edit next to the Requisitions you want to set or release retainage for.
  5. Click the Detail subtab.
  6. Click the Edit button. Enter the percentage you either want to set or release. Depending on where you are in the project, you will release a certain amount (e.g. if you are halfway through your project and want to release 50% of retainage, enter 50 in the Work Completed in the Release Retainage on All Items box).
  7. Once you click the Set or Release button, those values will be applied to all line items in the requisition. 

    release-retainageall.png