Delete a Resource Assignment

Things to Consider

• Required User Permissions

Steps

You can delete requests from the following places in Resource Planning:

• Assignments Boards (Beta)

• Assignments Boards

• Assignments Gantt (Beta)

• Assignments Gantt

• Assignments List

Delete a Resource Request from Assignment Boards (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Boards (Beta).

3. Right click the assignment and select Delete Assignment.

4. Delete the Assignment.

   1. Click Save to delete the assignment.

   2. Click Save and Alert to delete the assignment and send an Assignment Alert to the assignee.

Delete a Resource Request from Assignment Boards

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Boards.

3. Locate the assignment request you want to delete.

4. Hover over the assignment and click the settings  icon

5. Click Delete.
   OR
   Click the caret  icon and select Delete and Alert to delete the assignment and send an Assignment Alert to the assignee.

6. Click Are You Sure? to delete.

Delete a Resource Request from Assignment Gantt

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt.

3. Locate the resource request you want to delete and click the colored bar.

4. Click Edit Request.

5. Click Delete.
   OR
   Click the caret  icon and select Delete and Alert to delete the assignment and send an Assignment Alert to the assignee.

6. Click Are You Sure? to delete.

Delete a Resource Assignment from the Assignments Gantt (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. On the list, right click the assignment or the assignment bar and click Delete Assignment
   OR
   Hover over the request in the list and click the vertical ellipsis , then select Delete Assignment.

4. Click Delete to confirm.

    Important

   Deleting a task on the Gantt can be undone by clicking the undo  icon, so long as you remain on the Gantt and stay within the same session. However, if you navigate away from the Gantt or your session expires, the task is permanently deleted.

Delete a Resource Assignment from the Assignments List

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Assignments List.

3. Hover over the assignment row and click the delete  icon.

4. Click Delete to confirm.

See Also

• Bulk Delete Resource Assignments
• Create Resource Assignments
• Add or Remove Assignments from Categories