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How to Revert or Delete a Contract (Standard Agreement)
How to Revert or Delete a Contract (Standard Agreement)

You can edit or delete a Contract that is no longer in draft status by following the steps below to revert the Invoice back to draft.

Cara Alva avatar
Written by Cara Alva
Updated over 4 months ago

Important:

  • Reverting a Contract to draft might impact other financial modules, such as your project's Master Budget/ACR.

  • For most changes or edits to a contract, we recommend creating a Contract Change to maintain consistent records and save time!


How to Revert a Contract

  1. Click the three dots at the top right of the invoice and select Revert to Draft.

2. You can now edit the Contract by clicking the three dots at the top right and clicking Edit Invoice.

Note: If you do not have the option to Revert a contract, please see the section below titled "Why reverting may not be an option for your contract"


How to Delete a Contract

Once the contract is reverted to draft you can:
1. Click the three dots at the top right of the contract and select Delete.
โ€‹

Important: Please contact your company's system administrator before deleting any contracts.


Why reverting may not be an option for your contract

You will not be able to revert a contract if:

  1. There are any Invoices against the contract

  2. There are any Contract Changes against the contract

  3. The contract has been submitted to another workspace for approval

  4. Your workspace did not create the contract

If you have submitted it for approval

The current approver in the receiving workspace will need to reject the contract.

You can then revert and edit the contract as needed.

To learn more about how to revert or delete an invoice or Contract Change see the links below!
โ€‹How to Revert and Invoice to Draft

How to Revert or Delete a Contract Change


What can I edit within the contract without reverting it to draft?

You can edit the following even when the contract is no longer in draft:

  • Contract Name

  • Unique ID

  • Vendor contact (Within the same company that is listed)

  • Your project managers

  • Initiation Date & Effective date

  • Insurance Requirments

  • Sov/WBS cost codes

For most other edits to a contract, we recommend creating a Contract Change to maintain consistent records and save time!


Ready to Revert?

Once you understand these rules and potential impacts, you can revert or delete a contract if needed. If you're unsure about your permissions or need further assistance, please don't hesitate to reach out to our team or contact your system administrator.

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