Locking Current Period Retention on a New Subcontract

To lock retention on a new subcontract:

  1. Create the General Contractor Schedule of Values (SoV).

    To prevent the subcontract from auto-completing, create at least two line items in the General Contractor SoV.

  2. Create a new subcontract. See topic Creating Subcontracts Manually.
  3. From the Contract Maintenance page, select the subcontractor cannot modify retention setting.
  4. 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.