Users with Administrative rights in their company setting can take the following actions.
Unlock/Unsign GC signature on SUBCONTRACTS
Remove GC Signature from SUBCONTRACTOR CHANGE ORDERS
Remove GC Signature from OWNER CHANGE ORDERS
Unapprove DAILY LOGS
Remove GC Signature from OWNER BILL
Remove GC Signature for OWNER CONTRACT
Click on the Profile in upper right hand corner then select Administration.
Select Unlock / Unsign then select the task to undo and select the Project name.
Un-sign Subcontract (Unlock)
Subcontracts that are only executed by the GC can be unsigned.
If a contract is signed by an outside party, you will still need to contact the support team.
Imported contracts will need to be unimported from the Project Documents folder before they can be unsigned.
To Un-sign a subcontract, select the Project then choose Un-sign Subcontract for the subcontract you want to unsign.
Un-approve/Un-sign Subcontractor Change Orders
Subcontractor Change Orders that are only executed by the GC can be unsigned.
If a Subcontract Change Order is signed by an outside party, you will still need to contact the support team.
Imported Change Orders will need to be unimported from the Product Documents folder before they can be unsigned.
You must un-sign change orders in reverse order.
To Un-approve/Un-sign a Subcontractor Change order, select the Project then choose Un-approve/Un-sign Sub Change Order.
Un-approve/Un-sign Owner Change Order
Owner Change Orders that are only executed by the GC can be unsigned.
If an Owner Change Order is signed by an outside party, they will need to contact the support team.
Owner Change Orders that GC has marked as Approved from the Change Orders screen will show as approved with N/A in the Owner signature Column. You will need to contact support for assistance.
You must un-sign change orders in reverse order.
To Un-approve/Un-sign Owner Change Orders, select the Project then choose Un-approve/Un-sign Owner Change Order.
Un-approve Daily Logs
Daily logs have a simple Un-approve action that will open the Log up for Edit.
Undo Owner Bills
Owner Bills that are only Signed/Approved/Notarized by the GC can be Unsigned.
If a contract is signed by an outside party, you will still need to contact the support team.
Since Owner Bill values are cumulative, you will need to work backward from the latest bill and un-sign/delete so the values in each bill will remain correct once recreated.
If the latest bill is open, this will need to be deleted from the project under the Billing tab to un-sign the previous bill.
Projects with Two Owners will have the Owner A/B toggle in this section.
Undo Owner Contracts
Owner Contracts that have been signed by the GC can be unsigned.
If a Contract is signed by an outside party, they will still need to contact the support team.
Projects with two owners will have Owner A and Owner B contracts if signed.
Undo Logs
The Undo Logs will keep a record of all transactions that have been Unlocked/Unsigned via Administration.
This page will default to display transactions that have occurred over the last 30 days.
Use the Filter to select the Type of Transactions or search by project name or keywords to narrow the search.
Click the Project Name to expand and view the included Transactions.
