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How to Modify a Contract Line at the Project Level

Learn how to update the name, type, group and amounts of an existing contract line at the project level

Published: 1 June 2026

Audience

  • Admins

  • Controllers

  • Project Managers

Objective

This article explains how to modify an existing contract line in a PSOhub project, including how to update the description, contract type, and financial fields.

Prerequisites

Eligible access
        You must have Admin, Controller, or Project Manager access in PSOhub.

Pre-existing project with a contract line
        A project with at least one contract line must already exist.

Steps

  1. Open the project in PSOhub and navigate to the Financials tab.
  2. Click the contract line you want to modify. It opens in its own Contract Line tab.
  3. On the right-hand side under Identification, click the down arrow to change the Group or Line ID if needed.
  4. You may also modify Billing and Configuration settings on the right-hand panel.
  5. Update the Description field in the left-hand pane as needed. 
  6. To change the contract type, select the corresponding tab in the left-hand pane: Fixed fee, Time & Materials, Product, Retainer or Expense. 

     

  7. Update the required fields under your selected contract type.
  8. Click Save.

📌 Note: You can only change the contract type if no time or expense entries have been              booked against this line.

Result

The contract line is updated with the new values. Changes to Description, Group, Line ID, and financial fields take effect immediately. If the contract type was changed, the line will behave according to the new type for all future time and expense entries.

Next Steps

✅ Add a discount to a contract line
        Give your customer a discount on specific services or products.
         How to Add a Discount to a Contract Line in PSOhub

✅ Learn how contracts are structured
        Get more information on how contract groups, lines, and budgets work together in PSOhub.
         Understanding Projects, Contracts and Plans in PSOhub

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