Remove Resources from Assigned Job Teams

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to remove a resource from assigned job teams of selected jobs.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To remove a resource from an assigned job team:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company from which you want to remove a job team resource.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. Highlight the job of the assigned team with the resource that you want to remove and on the grid toolbar, click Job settings .
  5. Click the Job team tab.
  6. Highlight the resource that you want to remove and click Remove resource(s) .
    Alternatively, highlight or hover over the resource that you want to remove and click Remove resource from team .
    Note: There is no confirmation dialog box for this action. WorkBook deletes the resource at once.