Adding Period Participants

To add participants to a draw on the Manage Draw Participants page:

  1. Navigate to the Manage Period Participants Page
  2. Choose to filter participants by Organisation Details or Contract Details. For detailed instructions on filtering, see Filtering Period Participants.
  3. From the Participate in Period? column, invite participants to the period by either selecting individual tick boxes to invite specific Subcontractors, or select the Select All to invite all displayed participants.

    Sub-Tiers who have not confirmed their contracts cannot be included in the period.

  4. From the Payment Application Option column header, choose a payment application option to apply to all selected participants. Use the drop-down in an organisation's row to choose a payment application option for a single participant.
  5. In the Lock Payment Application column, choose Select All to lock all payment applications for a period, or select a tick box in an organisation's row to lock an individual payment application.
  6. (Optional) Enter a value in the Retention % column header to adjust the retention held for all participants in the current period, or enter a value in an organisation's line to affect a single subcontract.

    If the period allows retention billing, entering a lower percentage will also request previously held retention equal to the difference between the old and new value. This may pre-populate amounts in the Request Previously Held column of the Sub-Tier's payment application.

    Note: Retention percentage changes are only available for projects using the Line Item Retention Mode. Projects with the Contract Level Retention (CLR) mode cannot have retention rates adjusted. Instead, the table will show the current retention percentage set for the CLR contract.

  7. (Optional) In the Retention Lock column, choose the Select All tick box to lock retention for all invited Subcontractors. Choose a tick box in an organisation's row to lock retention on a single contract.

    Only a Full and Final or a Retention Only payment application option with a retention reduction can be locked from the Manage Period Participants page.

  8. Select Save and Notify Selected Participants.
    • A Status page confirms the period initiation is in progress and selected participants will be notified. Choose the here link to see the period initiation status on the Manage Period Participation page.
    • Until the period initiation process concludes, a Period Initiation in Progress link displays under:
      • The Period Actions section of the Period Home page
      • The Open section of the Project Home page

Tip

A retention percentage entered on the Manage Period Participants page becomes the new default value for the subcontract and will reflect on the Contract Maintenance page. Changing the percentage on the Contract Maintenance page will also change the value in the Retention %  column on the Manage Period Participants page.