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Enable or Disable Automatic Retainage Reduction - Contract

Modified: 30 Jul 2026 Trimble Pay Help

You can set a contract's retainage rate to automatically reduce when certain retainage values have been withheld, and you can turn the function on and off.

Before you can enable or disable automatic retainage reduction at the contract level, you must first enable it at the project level. For more information, see Enable or Disable Automatic Retainage Reduction - Project.

Certain company practices or legal requirements might provide the rationale for an automatic adjustment when certain conditions are met, or for no adjustment, regardless of any criteria.

For additional information, see Automatic Retainage Reduction.

  1. From your Dashboard, choose a project.
  2. To select the applicable contract, double-click the contract name.
    Note: You can update only one contract at a time.
  3. Among the tabs at the top of the screen, select Retainage.
  4. In the Automatic retainage reduction section, on the right-hand side, select the toggle button.
  5. Select Yes to confirm.
  • If the function was enabled, it's now turned off, which means the retainage rate will remain constant from now on.
  • If the function was disabled, it's now active. The retainage rate will change automatically when the conditions are met. Any contract and line item retainage rates higher than the starting rate in the rule will be overwritten.
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