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:
-
On the main toolbar, click
Finance & Administration
.
-
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.
-
In the left pane of the Finance & Administration screen, click
.
-
Highlight the job of the assigned team with the resource that you want to remove and on the grid toolbar, click
Job settings
.
-
Click the Job team tab.
-
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.