Changing retainer rules

If the retainer is created with the incorrect retainer rule, the rule can be changed when you run the action.

The action is a toggle: If the current retainer rule is Retainer Project Only, then the Apply Retainer To All Projects action is displayed and vice versa.

Select Projects > Contracts.
Select the Contracts tab and open a contract.
Select the Project Funding tab and select a funding source.
On the Retainers tab, select a retainer on which to change the retainer rule.
To apply the retainer to all projects, select Actions > Apply Retainer To All Projects.
To apply the retainer only to the retainer project, select Actions > Apply Retainer To Retainer Project Only.