Select your project and navigate to the Payments page.

Select the Create button.

From the side blade widget, Enter the Start Date and End Date.

Enter Retainage % and/or Released Retainage for this Pay Estimate period (Learn more about Retainage and Releasing Retainage here).

Select the Save button.

Your Draft Pay Estimate will now display in the grid.

The grid will display the Payment Date Range, Status, Created By, Estimate Total, and Retainage Total.

Select the record to Open the Pay Estimate / Application from the side blade widget.