Deleting Assignments

When updating or reassigning hours won't do, you may need to delete one or multiple assignments for a specific individual or role.

Delete a Single Assignment from a Phase

To delete a single assignment from a resource without deleting the phase:

  1. From the People: Phases view of the Schedule page, expand the project, phase or person to display the assignment.
  2. Select the empty space between Hours boxes in the Assignment Hours row to open the Edit Assignment dialog.
  3. Select the delete icon Delete icon.
  4. In the warning message that displays, select Delete to remove an individual assignment from the Phase or Cancel to leave the dialog without saving.

Delete All Assignments from a Phase

Warning: Delete permanently deletes all Assignment Hours and removes the Phase from the resource. The Phase still exists in the project and can be added again.

To delete an entire assignment row and the phase from a resource:
  1. From the People or Projects view of the Schedule page, hover your cursor over an assignment in the list, or tap the row if using a mobile device. The row color changes to indicate the assignment that is affected.
  2. When the floating action icons display, select the edit button More Actions icon and then select Delete from the drop-down list.
    Note RM Admin And Owners
  3. In the warning prompt, select Delete to remove all assignments of a Phase from a resource or Cancel to leave the dialog without saving.
    • Floating action icons only remove connections; they do not delete the resource itself. 

See Also:

Creating a New Assignment

Viewing Your Assignments

Reallocating an Assignment