Remove Resources with No Connection to Jobs

Use Tasks in the To-Do submodule in the Tasks module to remove resources that have no connection to selected jobs.

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

To remove resources that have no connection to a job:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks page, click To-Do > Tasks.
  3. Click the Grid View tab.
  4. Highlight the assigned task of the job team from which you want to remove resources that have no connection to the job.
  5. On the grid toolbar, click Task Conversation .
  6. In the Task Conversation pane, hover over the task name and click Show the Task Resources .
  7. Click and select Job Team Settings.
  8. In the Job Team pane, click Remove Resources with No Connection to Job .