Delete a resource when the resource no longer works at the organization. Deleting a resource deletes the resource, all child resources, and all assigned activities.
Note: Do not delete the resource if you want to retain resource assignments. Instead, clear the Active option for the resource on the Resources tab on the Resources Administration page.
- Click Resources.
- On the Resource page, click the Administration tab.
- On the Administration tab:
- Select the resource.
- ClickRow Actions and select Delete.
- If the resource has assignments, you are prompted to reassign the assignments to another resource or delete the resource without reassigning the resource’s assignments. Make your selection and click OK.
Note: Reassigning the assignments to another resource will replace the resource for all activity assignments, regardless of the activity status (Not Started, In Progress, Completed) or the status of the project (Planned, Active, Inactive, What if).
- In the Confirm dialog box, click Yes.
- Click Save.