---
title: "Set up progress amount retention terms"
slug: "set-up-progress-amount-retention-terms"
tags: ["Task", "Project Control Suite", "PCS"]
updated: 2026-03-20T08:29:46Z
published: 2026-03-20T17:45:57Z
canonical: "docs.staedean.com/set-up-progress-amount-retention-terms"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up progress amount retention terms

If you use retention terms that are based on an invoiced amounts schedule, set up the progress amount retention terms.

**Example**

Retention schedule:

| Amount from | Amount to | Retention percentage |
| --- | --- | --- |
| 0 | 500,000 | 8 |
| 500,000 | 800,000 | 6 |
| 800,000 | 9,999,999 | 4 |

Retention calculation:

|  | Progress bill amount | Total claimed amount* | Retention calculation | Retention |
| --- | --- | --- | --- | --- |
| 1 | 400,000 | 0 | 400,000 x 8% | 32,000 |
| 2 | 200,000 | 400,000 | (100,000 x 8%) + (100,000 x 6%) | 14,000 |
| 3 | 100,000 | 600,000 | 100,000 x 6% | 6,000 |
| 4 | 300,000 | 700,000 | (100,000 X 6%) + (200,000 x 4%) | 14,000 |

*Total claimed mount = The sum of the previous progress bill amounts.

### Steps

1. Click **Project management and accounting** -> **Setup** -> **Retention** -> **Progress amount retention terms.**
2. Click **New** and enter a description.
3. On the **Schedule** pane, click **Add line** and fill in the fields.

> [!NOTE]
> **Note**
> 
> You only can fill in the **Amount to and the Percent to retain**. The Amount from is automatically determined based on the highest entered **To amount**.

## Related

- [Set up progress billing](/set-up-progress-billing.md)