Administrator: How do I remove a resource?

Updated 1 month ago by Jennifer B.

  1. Select your name at the top of your screen.
  2. Select Administration.
  3. Click Resources in your Administration menu.
  4. Locate the resource you want to delete.
  5. Click Open actions menu button on the resource information row.
  6. Select Delete.
  7. Click Delete in the Delete resource confirmation dialog box.

If the resource you are removing is the primary contact for one or more projects, you will need to reassign the role of primary contact before the resource can be removed.

Reassign and remove primary contact

  1. Select your name at the top of your screen.
  2. Select Administration.
  3. Click Resources in your Administration menu.
  4. Locate the resource you want to delete.
  5. Click Open actions menu button on the resource information row.
  6. Select Delete.
  7. Select Reassign in the Cannot delete resource dialog box.
  8. Select the resource you want to assign as primary contact from the Primary contact drop-down menu or select Reassign to me if you will be the new primary contact.
  9. Select Reassign.
  10. Click Delete in the Delete resource confirmation dialog box.


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