Adding Draw Participants

Once draw initiation begins, a General Contractor can still add or re-invite participants from the Manage Draw Participants page. This page also includes the status of invited Subcontractors.

If draw initiation is still in progress, a Draw Initiation in Progress information box shows how many Subcontractors were notified. If the system is still processing a previous draw, the page will also display a Draw Initiation for a prior draw in progress information box.

Note: Project Managers can change draw settings for an invited participant until that Subcontractor sends the draw to the Signer.

To invite draw participants:

  1. Navigate to the Manage Draw Participants Page
  2. From the Manage Draw Participants page, select individual check boxes to invite specific subcontractors, or choose Select All to invite all displayed participants.

    Subcontractors who have not confirmed their contracts cannot be included in the draw.

    Tip: Have several participants?  Use filters to shorten the participant list.

  3. From the drop-down in 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.
    • Progress Billing Only—Limit the Subcontractor's billing to progress ONLY.
    • Retention Billing Only—Limit the Subcontractor's billing to retention ONLY.
    • Progress and Retention—Allow the Subcontractor to bill for progress and retention.
    • Full and Final—Auto-request previously held retention and reduce the Retention % to zero.
  4. Choose Save and Notify Selected Participants.

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

    Want to know more about this page? The other features available are also on the Initiate Draw page. See the Initiate Draw topic to learn how to select draw dates, lock an invoice, change retention, and lock retention.