Delete a Resource Assignment

Temas a considerar

Steps

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

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 Gear Wfp icon

  5. Click Delete.
    OR
    Click the caret Icon Caret Wfp 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

Legacy

On December 31, 2026, the legacy Gantt will be retired. After that date, the new Assignments Gantt will be the only Gantt view available in Resource Planning. Learn more about the new Assignments 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 Caret Wfp 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)

 En versión beta

Esta función está en versión beta y está disponible para los clientes que utilizan la herramienta Planificación de recursos.

  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 Icon Ellipsis Vertical, then select Delete Assignment.

  4. Click Delete to confirm.

 Importante

La eliminación de una tarea en el diagrama de Gantt se puede deshacer haciendo clic en el botón Deshacer Icon Gantt Undo , siempre que permanezca en el Gantt y en la misma sesión. Sin embargo, si sale del Gantt o su sesión caduca, la tarea se elimina de forma permanente.

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 Delete Trash6 icon.

  4. Click Delete to confirm.

See Also

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