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

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Prime 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. Click the Variations tab.
  3. Remove the 'Approved' status from all PCCOs associated with the CORs or PCOs:
  4. 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. 
  5. Locate the VR that you want to unlink.
  6. Click View.
  7. Click Edit.
  8. Select None from the Head Contract Variation drop-down menu.

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

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

 

If you would like to learn more about Procore’s prime contract software and how it can help your business, please visit our construction contract management software product page here.