Remove Resources that Have No Relation to the Job

Use the Tasks submodule of Jobs to remove resources that have no connection to a job.

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

To remove resources that have no connection to a job:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job associated with the task whose team resources you want to remove.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. On the Tasks screen, click the Tasks tab.
  5. In the grid, highlight the task whose team resources you want to remove and click Booked Resources on the tab toolbar.
  6. In the bottom grid click the Context Menu > Team Resources.
  7. In the right pane of the bottom grid, click Remove Resources that Have No Relation to the Job .
    Workbook displays a confirmation message.