Locking and Unlocking Retention

When choosing contract settings on the system as a Head Contractor, you can Lock the Retention for all new Subcontractors.

See Creating Subcontracts Manually.

Note: Without the lock, Subcontractors can change the percentage of retention to be held on their claim.

Unlock Current Period Retention

Unlock Current Period Retention to allow Subcontractors to adjust the amount of retention held for the current period billing.

See Retention Control Overview for instructions.

Unlock Previously Held Retention

Unlock Previously Held Retention to allow Subcontractors to bill for retention or to reduce the amount of retention held.

See Billing for Retention for instructions.

Note: When you allow Subcontractors to bill for retention, you select settings on the Open Period page.

See Initiate Period.