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:
-
On the main toolbar, click
Jobs
.
-
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.
-
In the left pane of the Jobs page, click
Tasks.
-
On the Tasks page, 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.