Delete All Resource Assignments for an Opportunity

When you close or inactivate an opportunity because you were not awarded the contract or you are no longer actively pursuing the opportunity for some other reason, and that opportunity has resource assignments, you should delete the assignments to free up those resources.

To delete all resource assignments for an opportunity, complete the following steps:

1. If you have not already closed or inactivated the opportunity, do one of the following:
   • If your firm activated the CRM module, select the opportunity in the Opportunities area of the Business Development workspace, click on the Opportunities toolbar, enter the required information in the Close Opportunity dialog box, and click Save.
   • If your firm did not activate the CRM module, select the opportunity in the Opportunities area of the Resource Planning workspace, click on the Resource Planning toolbar, select Inactive in STATUS on the Edit Opportunity form, and click to save the status change.
2. In the message that displays, click the link to display the opportunity's resource plan in Project View.
3. In Move or delete resource assignments. displayed above the grid, click the delete link.
4. When the confirmation message displays, click Delete Assignments.