Deleting Resources

When you delete a resource, you also delete all historical data for that resource, including resource costs and spreads from all projects to which that resource was assigned. Deleting resources can change the costs and units figures for all projects to which that resource was assigned. You should exercise extreme caution when deleting resources.

Deleting a resource deletes the resource, all child resources, and all assigned activities.

Note: In most circumstances you should not delete resources. Instead, clear the Active option for the resource on the Resources tab on the Resources Administration page.

To delete a resource:

  1. Click Resources.
  2. On the Resource page, click the Administration tab.
  3. On the Administration tab:
    1. Select the resource.
    2. ClickRow Actions and select Delete.
    3. 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).

    4. In the Confirm dialog box, click Yes.
  4. Click Save.

Related Topics

Resources

About Resources

Adding Resources

Assigning a Role to a Resource

Assigning a Resource Team to a Resource

Configuring Resource Settings

Setting Overtime Policy

Assigning Calendars to Resources

Assigning Locations to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Creating Import Templates for Importing Resources

Importing Resource Data



Last Published Wednesday, July 10, 2024