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Set and Release Retainage on All Line Items For Draw Requests

Objective

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

Things to Consider

  • Required User Permission: 'Admin' on the project's Commitments tab. 
  • If you want to set the same percentage of retainage on all line items in a draw request, you can easily enter in a value that will be applied to all line items in the draw request. 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. Go to your project's Commitments tab.
  2. Click Edit next to the commitment  that contains the draw request you want to set or release retainage for.
  3. Click the Draw Request sub tab.
  4. Click Edit next to the draw request you want to set or release retainage for.
  5. Click the Detail sub tab. 
  6. Click the Edit button.
  7. Enter in values to either set retainage or release retainage in the boxes in the right pane. (Note: Once you click the Set or Release button, those values will be applied to all line items in the draw request.)

    set-release-retainage2015-06-04_11-40-13.png
     
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Last modified
10:19, 24 Aug 2016

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