Remove a Resource from a Task

Use the Task Matrix submodule to remove a resource from a task.

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

To remove a resource from a task:

  1. On the main toolbar, click Scheduling .
  2. In the left pane of the Scheduling page, click Schedule Overview > Task Matrix.
  3. Apply filters to resource data.
    1. On the grid toolbar, click Filter .
    2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When they are selected or cleared, the filters are applied automatically.
  4. In the grid, select the resource that you want to remove, and click Remove Selected Resource from Task on the grid toolbar.
    Alternatively, right-click a resource and select Remove Selected Resource from Task from the menu.
  5. When prompted for confirmation, click Yes.