Project settings let you customize how billing, retainage, and documents work for each project. Access settings by clicking the gear icon on any project page.
Basic Settings
Project Name
The project name appears throughout RIVET and on generated documents. Update it if the project name changes or was entered incorrectly.
Project Number
Your internal job number or tracking code. This appears on G702 forms and can be used to search for the project.
Project Address
The physical location of the construction site. Changing the state will affect which lien waiver forms are generated.
State Changes
Contract Settings
Original Contract Sum
The original contract value before any change orders. This should match your signed contract amount.
Contract Sum vs. Total
Contract Date
The date your contract was signed or executed.
Start Date
When work on the project began or is scheduled to begin.
Expected Completion
The projected substantial completion date. Update this if the schedule changes.
Retainage Settings
Pro or Scale Plan Required
Retainage Enabled
Toggle whether retainage is withheld on this project. When enabled, RIVET calculates retainage on each pay application.
Work Completed Retainage Rate
The percentage withheld from payments for work completed. Most commonly 10% or 5%.
Materials Stored Retainage Rate
The percentage withheld from payments for materials stored. Usually the same as work completed, but some contracts specify different rates.
Reduced Retainage
Some contracts reduce the retainage rate after a certain percentage of work is complete (often at 50%). Configure this here:
- Enable "Reduced Retainage"
- Set the threshold percentage (e.g., 50%)
- Set the reduced rate (e.g., 5%)
Once your overall completion percentage exceeds the threshold, new billing will use the reduced rate.
Reduced Rate Application
Billing Settings
Billing Period
Choose your typical billing frequency:
- Monthly - Bill at the end of each month
- Bi-Weekly - Bill every two weeks
- Custom - Set your own billing dates
This setting helps RIVET suggest dates when creating new pay applications, but you can always override the dates manually.
Application Number Format
How pay application numbers are displayed. Options include:
- Sequential - 1, 2, 3, 4...
- With Project - PRJ-001-1, PRJ-001-2...
- With Year - 2024-1, 2024-2...
GC Information
GC Company Name
The general contractor's legal business name. This appears on all pay applications and lien waivers.
GC Address
The GC's mailing address for pay application submissions.
GC Contact Name
Your primary contact at the GC for billing questions. This is who pay apps and notifications are addressed to.
GC Contact Email
Email address for sending pay applications and billing correspondence. RIVET can send submissions directly to this address.
Architect Information
On AIA G702 forms, architect information is optional but often required. Add it here:
- Architect Name - The architect of record
- Architect Address - Their business address
Document Settings
Include Company Logo
Toggle whether your firm's logo appears on generated PDFs. The logo is set in your firm settings.
Document Notes
Add standard notes that appear on all pay applications for this project. Useful for project-specific terms or reminders.
Project Status
Projects have a status that affects what actions are available. See the Project Statuses guide for details.
- Active - Normal operation, all features available
- On Hold - Paused, limited editing
- Complete - Finished, read-only
- Archived - Hidden from normal views
Deleting a Project
Permanent Action
To delete a project:
- Go to Project Settings
- Scroll to the bottom
- Click "Delete Project"
- Type the project name to confirm
- Click "Delete"
Consider archiving instead of deleting if you need to keep records but don't want the project in your active list.
Need Help?
If you have questions about project settings or need assistance configuring your projects, contact our support team at support@slpwlk.io.