You can release a project resource allocation after the resource allocation has been approved. You can choose to release for the entire duration or for a partial duration of the project.
Note: You must have appropriate permissions to release a resource allocation.
To release a resource allocation, do the following:
- Navigate to the Resources page by selecting Project Module Menu (Project #)> Go To > Resources or by clicking the Resources link on the Left Navigation Bar within a particular project.
- Select a resource allocation and select
> Release. - Select if you want to release the allocation for the entire duration or release the allocation for a partial period.
- Enter the modified allocation dates by clicking on the Calendar icon, if you selected to release partial allocation.
- A list of activities is displayed if they were assigned to this resource. You have the option to unassign all activities associated with the resource by checking the Unassign box.
- Enter a reason for releasing this project resource allocation.
- Click the Release.
Note: Only Project Managers with appropriate permissions can unassign activities.