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Procore Support (en-au)

Delete a Head Contract Variation (HCV)

Objective

To delete a Head Contract Variation (HCV) from a project's Head Contract tool. 

Background

To remove a HCV, you can click the red (x) icon on the line item. However, when the icon is grayed out and not available, it means the HCV is associated with other items in Procore and you will first need to edit any associated items (such as Potential Variations (PCOs), Variation Requests (CORs), or progress claims). The steps below show you how to remove associated items and then permanently delete a HCV. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Head Contracts tool.

Prerequisites

  • It the HCV is linked to one (1)  or more progress claims, you must delete all associated progress claims before using the Steps below.
 Important
When removing the 'Approved' status from your PCCOs, you must remove the status in the reverse order they were approved. For example, if you applied the 'Approved' status to PCCOs # 1, 3, 4, 2, 5, 6, you will need to remove the 'Approved' status in the reverse order # 6, 5, 2, 4, 3, 1.

Steps

  1. Navigate to the project's Head Contracts tool.
  2. Locate the head contract to work with. Then click its Number link.
  3. Click the Variations tab.
  4. Remove the 'Approved' status from all PCCOs associated with the CORs or PCOs:
  5. Locate the variation to unapprove in the list.
    1. Click View.
    2. Click Edit.
    3. Select a status other than Approved from the Status drop-down menu. 
      Note: Be sure to remove the 'Approved' status from your PCCOs in the reverse order from which they were applied. 
  6. Locate the VR that you want to unlink.
  7. Click View.
  8. Click Edit.
  9. Select None from the Head Contract Variation drop-down menu.

    PCCO2015-03-20_09-40-20.png
  10. Click the 'x' to remove any linked PCOs from the Potential Variations list. 

    PCOnone2015-03-20_10-25-50.png
  11. Click Save.
  12. Click the Variations tab.
  13. Locate the HCV to remove.
  14. Click the RED 'x' on the line item.
    delete-line-item5.png
  15. Click OK to confirm the removal of the HCV.