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Procore

(Beta) Delete Client Contracts

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 In Beta
This content is for participants in the Project Financials: Modernised Experience for Head Contracts beta program. 
 Limited Release
flag-us.png  The Client Contracts tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Objective

To delete a client contract from the project's Client Contracts tool. 

Background

You can delete a client contract from Procore when it is NOT in the 'Approved' status and when it has NOT been the subject of a variation. As a safeguard to protect client contracts from permanently being removed from Procore, only users granted the 'Required User Permissions' can delete a contract. 

 Caution
  • Deleting a client contract permanently removes it from Procore. This includes its Schedule of Values (SOV) and all line items. 
  • If the contract links to other Procore items created or stored in other tools (such as a purchase order, subcontract, document and so on) the links are also removed. 
  • A deleted client contract cannot be retrieved, restored or recovered by you or by Procore. 

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.
  • Limitations:
    Head contracts cannot be deleted when:
    • The client contract is in the 'Approved' status. 
    • The client contract has one or more Client Contract Variations (CCVs). You must always delete variations before you can delete a client contract. See Delete a Client Contract Variation.
    • A HC progress claim has been created for the client contract. See Create a HC/Client Progress Claim.
       Tip
      Is there any way I to delete a client contract after creating a variation?  Yes. If you really need to delete a client contract, you can change it from 'Approved' to another status. You will also need to delete all of its associated variations. See Delete a Client Contract Variation.

Steps

  1. Navigate to the project's Client Contracts tool.
  2. Locate the contract to delete. Then click its Number link to open it. 
  3. In the top-right corner of the page, click the vertical ellipsis and choose Delete Contract.

    prime-delete-contract.png
     Notes

    If the Delete Contract option is greyed out and unavailable, hover your mouse cursor over the tooltip to learn why. Typically, this only occurs when the following is true:

    prime-contract-cannot-delete.png

  4. Click Confirm in the confirmation window.