Skip to content
English
  • There are no suggestions because the search field is empty.

ProScan+ - How to Apply Retention to a Progress Claim

How to apply retention to a Progress Claim

Capture retention retained or released directly in ProScan+.

User Procore's default retention (located on the Procore Purchase Order/SubContrct) or enter a value/% in ProScan+.

Retention can be entered as an Amount or Percentage.

Enable Retention Settings

  1. Log in to your Smoothx Tools - https://tools.smoothx.com/
  2. Select ProScan+ Application
  3. Select the Settings menu
  4. Select Features 
  5. Go to Invoicing
  6. Enable:
  • Automatically Populated Commitment Retention
    • Retains the commitment's default retainage % on every line of the progress claim.
  • Enable Invoice Retention Management
    • Adds two columns to the line items of a progress claim scan, Retention Retained and Retention Released, so the amounts can be set per line. 


NOTE: Retention amounts entered in ProScan+ will override the commitment default in Procore.

How to Apply Retention

  1. Open Smoothx Tools and select ProScan+
  2. Navigate to My Scans

  3. Open the selected scan (Progress Claims only)

  4. Retention can be applied to each Line Item:
    1. Enter an Amount - Type the dollar amount against each line. Note:  Retention is managed per SOV line, e.g. 3 expense lines of $50.00, against SOV line 1 = a total of $150.00.
    2. Apply a % to each line - Tick the selected line items > Click Actions > Select Set Retention  Retained % or Set Retention Released %