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Archiving a Contract and Setting End Dates on Obligations

Set an end date on obligations when you archive a contract.

When archiving a contract, you can now optionally set an end date at the same time and choose which obligations to update with that date.

How it works

When you choose to archive a contract, you will be given the option to set an end date. If you do, you can then select which obligations should be updated with that date.

Archive contract

Any planned obligation tasks that fall outside the new end date are automatically removed. Tasks that are in progress or already completed are kept. This keeps your obligation overview clean without losing historical data.

Setting an end date is optional

You are not required to set an end date when archiving. If you skip this step, the contract is archived without changes to its obligations.