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 tool.
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.
Navigate to the project's Commitments tool.
Click Edit next to the commitment that contains the draw request you want to set or release retainage for.
Click the Draw Request sub tab.
Click Edit next to the draw request you want to set or release retainage for.
Click the Detail sub tab.
Click the Edit button.
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.)
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.