How to release retention on a subcontract

You can track retention on each subcontract in Planyard. When needed, you can release part or all of the retained amount directly from the subcontract view.

NOTE: Retention release will not be pushed through if you have an accounting integration setup. If you have an integration enabled, retention returns must still be recorded manually.

Steps

1. Open the project.
2. In the project menu row, go to Subcontracts.
3. Click on the subcontract you want to release retention for.
4. Scroll down to the Retention section.
5. Review the retention overview to see:
   • Retention currently held
   • Retention released to date
   • Retention remaining
6. Click the blue Return retention button above the overview table.
7. Enter the returned amount.
8. (Optional) Add any comments and link related invoices.
9. Click Return retention to confirm.

The retention held for the subcontract will now be updated and you can track how much is yet to be claimed by the subcontractor.