How to Edit and Delete Contracts

Update contract information, modify milestones, and remove contracts when needed. This guide covers accessing contracts, editing details, managing milestones, and understanding deletion restrictions for construction project cost management.

Before you start:

• You need appropriate project permissions to edit or delete contracts
• Deletion is permanent and may be restricted if the contract is linked to payments, change orders, or forecasts
• Always verify dependencies before deleting contracts

Editing Contract Details

Step 1: Open the Cost Module

• Click Cost in the left-hand navigation bar

Step 2: Choose How to Access the Form

You can open a contract form in two ways:

• From the Overall page: Locate the Contract, click the Action button next to the contract, and select Edit Contract
• From the Contracts tab: Go to the Contracts tab in the top navigation, locate the contract in the register, click the Action button beside it, and select Edit Contract

Step 3: Modify Contract Information

Once the contract form opens, you can update multiple fields:

Basic Information

• Click into the Title field to update the contract name
• Modify contract status and dates as needed

Contract Roles

• Select the correct Contract Standard from the dropdown menu
• Click the Roles tab to change the “Authorized by”

Manage Line Items

• View and Edit Line Items

Scroll to the line item section to see all contract line items.

Each line item displays:

• • Line Item name
  • Line Item value
  • Line item budget assignment
  • Status
  • Due date
  • Tax rate

• Update Line Items Details

Step 1: Click into any field (name, value, date, Tax %) to edit it

Step 2: Make changes directly in the table cells

Step 3: Click the Budget Dropdown to reassign line items to different budgets

• Remove Line Items

Step 1: Click the Trash Icon on the right side of the line item row

Important: You cannot delete line items linked to change orders or payment applications. If the trash icon is grayed out, check for associated change orders or payments and delete those first.

• Add New Line Items

Step 1: Click Add Line Item at the bottom of the form

Step 2: Fill in the new line item details (like Amount, Tax Rate, and Budget)

Create Contract Sections

• For contracts with Sections or Separable Portions:

Step 1: Click the Add Section button below the contract line item details

Step 2: Name each section based on your contract portion

Step 3: Repeat to create multiple sections as needed

• Organize Line Items

You have two options to organize contract line items:

• • Add Items Directly

Step 1: Click the plus sign next to any section

Step 2: Add new line items directly to that section

• • Drag Existing Items

Step 1: Hover over the grab handle icon (six dots) on the left side of any line item

Step 2: Drag and drop the item to your desired section

Step 4: Add Supporting Information

• Scroll to the Notes section and add comments explaining your changes
• Click inside the Attached Files box or drag and drop files to attach your documents

Step 5: Save Your Changes

• Click the blue Update button in the bottom right corner
• A confirmation message will appear confirming your contract was updated successfully

Result: All changes are saved and visible immediately in your project.

Delete a Contract

Step 1: Locate the Contract to Delete

• Click Contracts in the top navigation to open the Contracts register
• Find the contract you want to delete
• Click the Action button next to the contract

Step 2: Delete the Contract

• Click Delete Contract from the dropdown menu
• Click the red Delete button in the confirmation pop-up

Result: The contract is permanently removed from the system

Important: If you cannot delete a contract, it may be linked to payments or change order. Delete the associated payments or change orders first, then try deleting the contract again.

Troubleshooting & FAQs

Q: Why is the milestone trash icon grayed out?

The milestone is linked to existing change order or payment. Delete the associated change orders or payments first, then you can delete the milestone.

Q: What happens if I delete a contract by mistake?

Deletion is permanent and cannot be undone. Always verify you're deleting the correct contract before confirming. If you accidentally delete a contract, you'll need to recreate it manually.

Q: Why won't my contract delete?

The contract has dependencies (payments, change orders, or forecasts). You must delete all linked components before you can delete the contract. Navigate to each module and remove the associated records first.