- Choose Enterprise, Roles.
- Select the role you want to delete, then click Del/Merge.
If the role is currently assigned, select to replace the role or delete it.
Tips
- If the role you want to delete does not appear in the display, click the Display Options bar, then choose Filter By, All Roles.
- If your organization manually plans future period resource and role distribution in the Resource Usage Spreadsheet, you should determine if the role you are deleting has manual future period values. If so, you should choose to merge the role's associated data with another role; otherwise, the manual future period assignment values will be deleted. To determine if the role has manual future period assignment data, in the Resource Assignments window, display the Curve column and group the layout by role. The module displays a 'Manual' value in the Curve column for all assignments that have been manually planned.
Manual future period buckets