Copying, converting, and deleting a contract

Select Copy when a new contract is very similar to an existing one. In the form that opens, be sure to check the number, dates, value, advance payment, assignees, and template. Saving will create a separate record.

Select Convert to project when a signed contract becomes active work. In the project form, check the title, start and end dates, value, status, and assignees, then save the project.

Before using Delete, review the contract attachments, signed files, and associated objects. If the contract simply needs to be removed from the active list, change its status or follow your organization's established archiving/removal procedure. Removed contracts can later be found using the list's additional filters.

Related articles

• Contract Addenda, Installments, and Extensions
• Contract associations and related records