Remove an assignment or change the status

When a resource (either a named resource or a promise) is assigned to a position, you can remove the resource, or change its status.

In this topic:

From staffing profile

You can remove a resource assignment or change its status from the staffing profile New UI.

To remove an assignment or change its status:

1. Open the staffing profile where the assignment is made.
2. To remove a resource assignment or promise, double-click the assignment on the Gantt and click Delete in the dialog box that opens.
3. To change the assignment status, in the Status column of the resource or promise, select Committed or Soft Booked.
4. Click Save.

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From Resource Allocation Management page

This section provides details on how ot remove a resource assignment or change its status from the Resource Allocation Management page.

Remove a resource or change its status in the Gantt view:

1. From the Status field of the resource, select Remove to remove the resource, or select Committed or Soft Booked to change the assignment status.
2. Click Save.

Remove a resource or change its status in the Table view:

1. To remove a resource, click the Delete button next to the resource. The resource and its data remain, but are displayed in gray.

2. To change the resource assignment status, in the Position column of the resource, select Committed or Soft Booked.

3. Click Save.

   You can re-add a resource that has been selected for removal by clicking the Redo button . This button is available only when a resource has been selected for removal but before you click the Save button on the Resource Allocation Management page.

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See also:

• Assign resources to resource requests
• Create or adjust resource assignment