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How to Modify or Delete a Contract Template

Learn how to delete a contract template and how to update its groups and contract lines in PSOhub

Published: 1 June 2026

Audience

  • Admin

Objective

This article explains how to modify or delete a contract template in PSOhub, including how to rename it, duplicate it, and update its groups and contract lines.

Prerequisites

Eligible access
        You must have Admin user access in PSOhub.

Pre-exsiting template
        At least one contract template must already exist in PSOhub.

How to Modify Contract Groups and Contract Lines

Steps

To add, update, or remove the groups and contract lines within a template:

  1. Click the Gear icon in the main menu to open Settings.
  2. Select Templates.
  3. Click the name of the template you want to modify in the Contract tab.
  4. To add a new contract line, click the + button, select the billing method from the pop-up list and complete the fields.
  5. To edit an existing contract line, click the line and update the fields as needed.
  6. Click Save.

💡 Tip: For full details on adding and modifying contract lines, read How to Add a                             Contract Line in a Contract Template and How to Modify a Contract Line in a                           Template.

How to Delete a Contract Template

Steps

  1. Click the Gear icon in the main menu to open Settings.
  2. Select Templates.
  3. Click the name of the template you want to delete.
  4. Click Delete.
  5. Confirm the deletion by clicking Proceed when prompted.

⚠️ Important: Deleting a contract template permanently removes it from PSOhub.                        Existing projects created from this template are not affected.

Result

Changes to a contract template take effect the next time the template is applied to a new project. Deleted templates are permanently removed.

Next Steps

✅ Create a budget template
Build a reusable budget structure linked to this contract template to baseline hours and roles.
How to Create a Budget Template in PSOhub

✅ Apply a contract template to a project
Use your updated template when creating a new project contract in PSOhub.
How to Create a Project in PSOhub

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