Retention Settings

The settings under this section allow you to choose Subcontractor retention settings. The type of retention held and the displayed fields—line item or contract retention—depend upon the Head Contractor's retention mode. These settings apply as the default for manually created subcontracts. Imported subcontracts may override the retention rule created in this section.

Line Item Retention

Enter a default retention percentage to hold against each claimed line item. If left blank, the retention held percentage defaults to 10% for all line items.

Contract Level Retention

Enter stepped retention and an override value.

Note: Edit this retention rule when creating a new subcontract to include an override value.

Lock Retention

Choose the tick box to allow the Head Contractor to control the percentage of retention billable by Subcontractors. If deselected, the Subcontractors are able to change the percentage of billable retention when entering their progress claims (unless modified at contract level).