Removing an Assigned Resource or Changing its Status

Once a resource has been assigned to a position, you can remove the resource, or change the status of the resource to either committed or soft-booked. By default, the status of a resource is soft-booked.

Remove a resource or change its status in the Gantt view:

  1. From the Status field of the resource, select Remove to remove the resource, or select Committed or Soft Booked to change the assignment status.
  2. Click on the Resource Allocation Management page.

Remove a resource or change its status in the Table view:

  1. To remove a resource, click next to the resource. The resource and its data remain, but are displayed in gray.

    To change the resource assignment status, in the Position column of the resource, select Committed or Soft Booked.

  2. Click Save on the Resource Allocation Management page.

    You can re-add a resource that has been selected for removal by clicking . This icon only appears when a resource has been selected for removal but before clicking the Save button on the Resource Allocation Management page.

Note: If a resource request has been forwarded to your resource pool and that resource has been assigned to a position, you cannot remove this resource if you do not manage this resource.