Delete a Resource Assignment
Things to Consider
Steps
You can delete requests from the following places in Resource Planning:
Assignments List
Assignments List (Beta)
Assignments Boards
Assignments Gantt
Assignments Gantt (Beta)
Delete a Resource Request from the Assignments List
Navigate to the Company level Resource Planning tool.
Click Assignments and select Assignments List.
Locate the resource request you want to delete and click the settings
icon.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 Request from the Assignments List (Beta)
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 Assignments List (Beta).
Hover over the assignment row and click the delete
icon.Click Delete to confirm.
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 Assignments Gantt (Beta)
In Beta
This feature is in beta and available for customers using the Resource Planning tool.