Progress and Retention Tab Fields Overview
Editable Fields on the Progress Tab
Unable to edit one of these fields? Some General Contractors use component types to specify how labor or stored materials can be billed. When component types are used, Subcontractor billing is limited by the component type.
% Complete
Bill a percentage of work completed in the current and all previous draws. Entering an amount will automatically adjust the Work This Period field.
Work This Period
Bill for the dollar amount of the work completed between the draw Period From and Period To dates. Entering an amount in this field will automatically adjust the % Completed field.
Material Stored This Period
Bill the for the dollar amount of material stored between the Period From and Period To dates. Entering an amount in this field will automatically adjust the Completed to Date and % Complete fields.
Completed to Date
Bill for the total dollar amount of material stored for the current and previous draws. Entering an amount in this field will automatically adjust the Work This Period field.
Attachments
Select the icon to add an attachment to the invoiced line. This column includes a count of how many attachments are currently uploaded for the line item.
Editable Fields on the Retention Tab
Retention % This Period
The percentage of your billing held as retention for the current draw. If the General Contractor did not lock retention, you can edit the retention percentage.
Retention Request Previously Held
Bill for a dollar amount of retention held in previous draws. This field is only editable if the General Contractor did not lock retention on the current draw.
Informational Fields
Expand Arrow
Allows you to show or hide line item details. Use the expand symbol in the first table column to see the Self-Performed and Subcontract lines. If you select a subcontract number from the expanded line, you can drill down into more billing details in a dialog box.
Description of Work
A name given to the line item. This description carries over from your Schedule of Values.
Scheduled Value
Current total value for the line item.
Completed to Date
Dollar amount of the work billed for this line item, before the draw.
Retention to Date
Amount of retention held in retention before the current draw.
Retention % to Date
The rate in which retention was held before the current draw.
Net This Period
The amount billed during this draw, less retention held.
Last Published Wednesday, September 4, 2024