Initiating a Draw

To initiate a draw process:

Navigate to the Initiate Draw Page
From the Initiate Draw page, if required, modify the draw number. This option is available only for the first draw, subsequent draws are numbered sequentially.
(Optional) Enter the draw name. The Draw Name displays alongside the Draw Number on customized documents.
Enter the Period From, Period To, and the Draw Due date either manually by entering a date or choose the Calendar icon to select a date from a calendar dialog box.
Note: Both Period From and Period To dates appear on pay application documents.
Choose to filter participants by Organization Details or Contract Details. For detailed instructions on filtering, see topic Filtering Participants.
From the Participate in Draw? column, invite participants to the draw by either selecting individual check boxes to invite specific Subcontractors, or select the Select All to invite all displayed participants.
From the Invoice Option column header, choose an invoice option to apply to all selected participants. Use the drop-down in an organization's row to choose an invoice option for a single participant.
In the Lock Invoice column, choose Select All to lock all invoices for a draw, or select a check box in an organization's row to lock an individual invoice.
Optional. Enter a value in the Retention % column header to adjust the retention held for all participants in the current draw, or enter a value in an organization's line to affect a single subcontract.
If the draw 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 Subcontractor's invoice.
Optional. In the Retention Lock column, choose the Select All check box to lock retention for all invited Subcontractors. Choose a check box in an organization's row to lock retention on a single contract.
Select Save and Notify Selected Participants.
A Status page confirms the draw initiation is in progress and selected participants will be notified.

Choose the here link to navigate to see the draw initiation status on the Manage Draw Participants page.

Until the draw initiation process concludes, a Draw Initiation in Progress link displays on the Draw Home Page and the Project Home Page.

Tips

Draw settings affect a Subcontractor's ability to use the Full & Final button on the Enter Invoice page. The following scenarios allow Subcontractors to use the Full & Final button:
- The current draw allows progress and retention billing.
- A previous draw billed total work completed at 100% and the current draw allows retention billing only.
- Retention held is at 0% and previously held retention is '0' on a progress only draw.
A retention percentage entered on the Initiate Draw or Manage Draw 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 Initiate Draw and Manage Draw Participants pages.
See Setting Up Contract Level Retention on a Project for more details on how the Contract Level Retention Mode works.
See Manage Draw Participants for General Contractors for how to add a contractor to a draw later.
Notes:
- Retention percentage changes are only available for projects using the Line Item Retention mode. Project Managers cannot adjust retention rates for projects with the Contract Level Retention (CLR) mode. The Retention % field will not be editable, but the table will show the current retention percentage set for the CLR contract.
- Only a Full and Final or a Retention Only invoice option with a retention reduction can be locked at draw initiation.
- Subcontractors who have not confirmed their contracts cannot be included in the draw.
- Subcontractors cannot manually bill for retention when retention is locked at draw initiation.

Next: Initiate Draw Fields