Remove a Resource from a Task (from the Weekly Schedule Subgrid)

Use the Weekly Schedule submodule to remove a resource from a task.

To use Weekly Schedule, you must have access to Scheduling as defined in User Access Rights under Settings.

To remove a resource from a task:

  1. On the main toolbar, click Scheduling .
  2. In the left pane of the Scheduling page, click Schedule Overview > Weekly Schedule.
  3. Apply filters to resource data.
    1. On the grid toolbar, click Filter .
    2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When they are selected or cleared, the filters are applied automatically.
  4. In the grid, select a resource, and click Show Booking Details .
    WorkBook displays the booking details subgrid.
  5. In the subgrid, select a task and click Remove Resource from Task on the subgrid toolbar.
  6. When prompted for confirmation, click Delete.