You can delete a resource assignment indicated on the Change Details view if the activities with resource assignments are linked to a planned work package.
This topic covers two different procedures. Select the steps you need based on the Workflow Type Configuration setting:
Model Change as = A New or Change Amount
Model Change as = A Replacement of Existing Time Phased Data
If the Workflow Type Configuration Model Change as option is set to A New or Change Amount, you will be unable to delete existing resource assignments. In order to delete a resource assignment or reduce hours, you must insert a new line and enter a negative value to indicate a change. Upon final approval of the change request, the difference between the two values is rolled into the final budget.
For example, if a painter has 800 hours assigned and you want to reduce the hours to 600, you must insert a new line and add a painter resource assignment with an amount of -200 hours. Upon final approval, the painter resource assignment will have 600 hours rolled into the budget.
To delete an existing resource assignment when the A New or Change Amount option is selected:
On the Navigation menu, click Workflows » Change Management » <select a Change Request>.
In the List View, select the Change Request.
On the General tab of the Change Request Form, click the Change Details button.
Select the activity from which you want to delete a resource assignment.
On the Resources tab, add a new row to the resource assignment grid and enter a negative quantity equal to the existing resource quantity.
Click Save.
If the Workflow Type Configuration Model Change as option is set to A Replacement of Existing Time Phased Data and the activities with resource assignments are linked to a planned work package, you will be able to delete existing resource assignments.
To delete an existing resource assignment when the A Replacement of Existing Time Phased Data option is selected:
On the Navigation menu, click Workflows » Change Management » <select a Change Request>.
In the List View, select the Change Request.
On the General tab of the Change Request Form, click the Change Details button.
Select the activity from which you want to delete a resource assignment.
On the Resources tab, select the resource you want to delete.
Click Delete.
Click Save.
View the Resource tab field descriptions