Deleting retainers

You can delete a retainer that has not been invoiced or adjusted.

  1. Sign in as Project Accountant, Project Administrator, or Project Manager.
  2. Select Project Contracts.
  3. Select the Contracts tab and open a contract.
  4. Select the Project Funding tab and select a funding source.
  5. Select the Retainers tab and select a retainer.
  6. Select Actions > Delete.