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Delete a Client Contract Variation

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 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 Speciality Contractors point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for main contractors, owners and speciality contractors?

Objective

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

Background

To remove a variation, you can click the red (x) icon on the line item. However, when the icon is greyed out and not available, it means the variation is associated with other items in Procore. The steps below show you how to remove associated items and then permanently delete a variation. 

 Important

Before you can perform a delete action, you must:

  •  Change the status of the variation from 'Approved' to another status as described below. If you want to change the status of multiple variations, you must apply the status changes in reverse order from how they were approved. For example, if you approved the variations in sequential order (001, 002 and 003), you will need to remove the 'Approved' status in reverse order (003, 002, 001). 
  • Unlink any Procore items associated with the variation. This may include Potential Variations (PVs), Variation Requests (VRs) and payment applications as described in the Prerequisites below.

Things to Consider

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

Prerequisites

  • If the variation is linked to one (1)  or more payment applications, you must first delete all associated payment applications.
  • If the variation is linked to one (1) or more variations or variation requests, complete the steps in Remove Variation from a Client Contract. 

Steps

Navigate to the Variations Tab

 Important
Before changing the status of multiple CCVs from 'Approved' to another status, be aware that you must apply the status changes in reverse order from how they were approved. For example, if you approved the PPCOs in sequential order (001, 002 and 003), you will need to remove the 'Approved' status in reverse order (003, 002, 001). 
  1. In the Client Contract Variations table, locate the 'Approved' CCVs.
  2. Click View to open the CCV.
  3. Click Edit. 
  4. In the Status drop-down list, change the status from 'Approved' to a different status. 
  5. Click Save.

Change the Status of the Client Contract Variation from 'Approved'

  1. Scroll to the Potential Variations Included in this CCV section.
  2. Locate the VR or PV to work with. Then click View.
  3. Click Edit.
  4. Scroll to the Client Contract Variation field and choose None.
    client-contract-change-order-none.png
  5. Click Save.
 Note

Delete the Client Contract Variation

  1. Click the Variations tab.
  2. In the 'Client Contract Variations' section, locate the variation to remove.
    delete-line-item5.png
  3. In the confirmation dialogue box that appears, click OK to confirm the removal action for the selected variation.