Delete a Client Contract
Limited Release
The Client Contracts tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?Objective
To delete a client contract from your Procore project.
Background
Typically, most project users will only want to delete a client contract from a Procore project before it is placed into the 'Approved' status and before your project team starts creating any variations, potential variations or variation requests.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Client Contracts tool.
OR - 'Read Only' or 'Standard' level permissions on the project's Client Contracts tool with the 'Delete Client Contract' granular permission enabled on your permission template.
- 'Admin' level permissions on the project's Client Contracts tool.
- Additional Information:
- You cannot delete a contract in the 'Approved' status.
- You cannot delete a contract if your team has created any variations.
Prerequisites
Steps
- Navigate to the project's Client Contracts tool.
- Locate the contract to delete. Then click its Number link.
- Click Delete.
Notes
If the Delete button is grayed out and unavailable, hover your mouse cursor over the button's tooltip to discover the reason why. Typically, the delete button is unavailable only when one or more of the following reasons is true:
- The client contract is in the 'Approved' status.
- The client contract has one or more variations. You must always delete any variations before you can delete a client contract. See Delete a Client Contract Variation.
- Click OK in the confirmation window.