Adding Draw Participants for Subcontractors

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

  1. From the Manage Draw section of the Draw Home Page, choose Manage Draw Participants.

    The Manage Draw Participants page displays.

  2. Choose to filter participants by Organization Details or Contract Details.
  3. 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.

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

  4. 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.
  5. 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.
  6. (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 Sub-Tier's invoice.

    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 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.

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

  8. 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 see the draw initiation status on the Manage Draw Participation page.
    • Until the draw initiation process concludes, a Draw Initiation in Progress link displays under:
      • The Draw Actions section of the Draw Home page
      • The Open section of the Project Home page.

Tip

A retention percentage entered on the 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 Manage Draw Participants page.