Delete Assignments

  • Edit a Single Resource Assignment

  • Bulk Edit Resource Assignments

Delete a Single Resource Assignment

 In Beta

This feature is in beta and available for customers using the Resource Planning tool.

  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.png, then select Delete Assignment.

  4. Click Delete to confirm.

 Important

Deleting a task on the Gantt can be undone by clicking the undo icon-gantt-undo.png 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.


Bulk Delete Resource Assignments

 In Beta

This feature is in beta and available for customers using the Resource Planning tool.

You can bulk delete assignments by creating a category (or subcategory), moving the assignments into the category, and then deleting the category:

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. Click the vertical ellipsis icon-ellipsis-vertical.png next to the project and click Add Category.
    OR
    Click the vertical ellipsis icon-ellipsis-vertical.png next to the category and click Add Subcategory.

  4. Click and hold the assignment. Move the assignment to hover over the category using a drag-and-drop operation, adding it to the category.

  5. Click the vertical ellipsis icon-ellipsis-vertical.png next to the category or subcategory and click Delete Category or Delete Subcategory.

  6. Click Delete to delete the category or subcategory and the associated requests.

 Important

Deleting a task on the Gantt can be undone by clicking the undo icon-gantt-undo.png 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.