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:
-
On the main toolbar, click
Finance & Administration
.
- 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.
- In the left pane of the Finance & Administration screen, click .
-
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
.
-
Click the Job Team tab and click
Remove resources with no connection to job
.
Parent Topic: Job Team Tab