Note: In most circumstances you should not delete resources. Instead, clear the Active checkbox.
- Choose Enterprise, Resources.
- Select the resource you want to delete, then choose Edit, Delete.
- If the resource you want to delete has activity assignments or other associated data, the Delete Resource dialog box appears.
To delete the resource and reassign, or merge, the resource's associated data to its parent resource, choose Select Replacement Resource. See Parent Resource.
To delete the resource without reassigning its associated data, choose Delete Selected Resource.
Tips
- If your organization manually plans future period resource and role distribution in the Resource Usage Spreadsheet, you should determine if the resource you are deleting has manual future period values. If so, you should choose to merge the resource's associated data with another resource; otherwise, the manual future period values will be lost. See Manual future period buckets. To determine if the resource has manual future period assignment data, in the Resource Assignments window, display the Curve column and group the layout by resource. The module displays a 'Manual' value in the Curve column for all assignments that have been manually planned.
- You can delete any resources that you have access to based on resource security settings. See Introduction to Resource Security. Deleting a resource also removes all of its children from the hierarchy. If the deleted resources or any of its children were previously assigned to users to provide resource security, those users automatically get 'No Resources' access. Then, the administrator can re-assign the users to another resource. If you delete your own root node, you also get 'No Resources' access, which means you cannot view any resources next time you log in.
Notes
- If you delete a parent resource, all of the resources contained in the parent resource, and all of their assignments, are deleted.
- For resources with personal calendars, deleting a resource automatically deletes the resource's personal calendar even if the user performing the deletion does not have rights to add/edit/delete resource calendars.