Delete a Resource Assignment
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Steps
You can delete requests from the following places in Resource Planning:
Delete a Resource Request from Assignment Boards
Navigate to the Company level Resource Planning tool.
Click Assignments and select Boards.
Locate the resource request you want to delete.
Hover over the request and click the settings
iconClick Delete.
OR
Click the caret
icon and select Delete and Alert to delete the assignment and send an Assignment Alert to the assignee.Click Are You Sure? to delete.
Delete a Resource Request from Assignment Gantt
Navigate to the Company level Resource Planning tool.
Click Assignments and select Gantt.
Locate the resource request you want to delete and click the colored bar.
Click Edit Request.
Click Delete.
OR
Click the caret
icon and select Delete and Alert to delete the assignment and send an Assignment Alert to the assignee. Click Are You Sure? to delete.
Delete a Resource Assignment from the Assignments Gantt (Beta)
In Beta
This feature is in beta and available for customers using the Resource Planning tool.
Navigate to the Company level Resource Planning tool.
Click Assignments and select Gantt (Beta).
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.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.