Remove Resources with No Connection to Jobs

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to remove resources with no connection to 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 resources with no connection to a job:

  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 resource with no connection to a job.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. Highlight the job with the assigned team from which you want to remove resources with no connection to the job and on the grid toolbar, click Job settings .
  5. Click the Job Team tab and click Remove resources with no connection to job .