Use the Tasks submodule of Jobs to remove resources that have no connection to a job.
To use the Tasks submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To remove resources that have no connection to a job:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar of the Jobs screen, click
Jobs List and highlight the job associated with the task whose team resources you want to remove.
-
On the side toolbar of the Jobs screen, click
Tasks.
-
On the Tasks screen, click the Tasks tab.
-
In the grid, highlight the task whose team resources you want to remove and click
Booked Resources
on the tab toolbar.
-
In the
bottom grid click the
.
-
In the
right pane of the
bottom grid, click
Remove Resources that Have No Relation to the Job
.
Workbook displays a confirmation message.