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Procore (en-GB)

Enable Retention on a Commitment

Objective

To enable retention on a commitment using the project's Commitments tool. 

Background

In Procore, you can enable a retention percentage amount in the Commitments tool:

  • Completed Work Retention. An agreed-upon amount on a contract that is withheld from a contractor/subcontractor to ensure the work is satisfactorily complete on a construction project. 
  • Stored Material Retention. Retention can also be allocated on a contract for stored materials to ensure sufficient materials are available for work.

Things to Consider

Steps

  1. Navigate to the project's Commitments tool. 
  2. Click the Summary or Detailed tab.
  3. Locate the commitment to work with. Then click View
  4. Click the Advanced Settings tab.
  5. Click Edit.
  6. Scroll to the Payment Application Settings area. Then:
    • For commitments formatted as a Unit Quantity:
      Place a tick in the Enable Completed Work Retention box
      Note: Commitments formatted as a unit quantity must be billed as Completed Work and NOT Stored Materials.
      OR 
    • For commitments formatted as Amount Based:
      Place a tick in one or both boxes:
  7. Click Save.