Delete Labor Resources from a Plan

You can delete a labor resource record from a Resource Assignments grid if the resource record does not have any job-to-date (JTD) amount and is not included in the baseline.

To delete resource rows, your Vision security role must have Full, Add/Modify, or Modify Only access rights for Project Planning. The icon does not display if the plan is not checked out, you don't have the appropriate access rights, or you are viewing a Vision plan.

To delete a resource row from the Resource Assignments grid, complete the following steps:

1. In the Project Management workspace, select the project for which you want to delete a resource.
2. Click the Planning tab.
3. If the Labor page is not displayed, click the name of the currently displayed page, and click Labor on the drop-down list.
4. Click Check Out on the Planning toolbar.
5. In the Labor Planning grid, open the WBS element for which you want to delete a resource.
6. Hover over or click the resource, and click at the left end of the resource row.
   • If there are JTD amounts, iAccess displays a message asking if you want to delete only the planned amounts for the resource.
   • If the resource record is in the baseline, you can only delete associated planned amounts from the resource. You cannot delete a resource record that is included in the baseline.
7. Follow the iAccess prompts to delete the record.

   Note: If you select Yes to remove the planned amount, the associated ETC amount changes to zero.