Delete a Resource Assignment

需要考虑的事项

Steps

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

Delete a Resource Request from Assignment Boards

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Boards.

  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 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)

测试版

此功能处于测试阶段,可供使用资源规划工具的客户使用。

  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.

重要提示

可以通过点击撤消来撤消删除甘特图上的任务Icon Gantt Undo图标,只要你保留在甘特图上并位于同一会话中即可。但是,如果离开甘特图或会话过期,该任务将被永久删除。

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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