Locking Current Period Retention on a New Subcontract

To lock retention on a new subcontract:

  1. Create the Main Contractor Work Breakdown (WB).
  2. To prevent the subcontract from auto-completing, create at least two line items in the Main Contractor WB.
  3. Create a new subcontract.
  4. From the Contract Maintenance page, select the Subcontractor cannot modify retention setting.
  5. Select the Create Contract button.

    A status page confirms the contract has been created. The Subcontractor must accept or decline the subcontract to participate on the project.