Billing for Retention

Head Contractors can request retention as part of the claim period process.

Navigate to your Billing Workflow
- From the Tasks tray in the header, choose the Enter Billing link with the correct draw number.The link name will change depending on your workflow step.
- From the Project Home Page or Tasks page, choose the Enter Billing link with the correct draw number. The link name will change depending on your workflow step.
  If the period has previously been rejected, the link will read Re-enter Progress Claim.
Select the Retention tab.
In the Retention Held This Period field, enter the amount you would like to bill. The amount cannot exceed the Retention To Date value.
Select the Save & Continue button to progress to the next tab in the billing process.