Remove Resources that Have No Relation to the Job

Use the Tasks submodule of Jobs to remove resources that have no connection to a job.

To use Tasks, you must have access to Jobs as defined in User Access Rights under Settings.

To remove resources that have no connection to a job:

  1. On the main toolbar, click Jobs .
  2. In the left pane of the Jobs page, click Jobs List and highlight the job associated with the task whose team resources you want to remove.
  3. In the left pane of the Jobs page, click Tasks.
  4. On the Tasks page, click the Tasks tab.
  5. In the grid, highlight the task whose team resources you want to remove and click Booked Resources on the tab toolbar.
  6. In the bottom grid click the Context Menu > Team Resources.
  7. In the right pane of the bottom grid, click Remove Resources that Have No Relation to the Job .
    WorkBook displays a confirmation message.