Delete a Resource Request
Objective
To delete an individual resource request in Resource Planning.
Things to Consider
Steps
You can delete requests from the following places in Resource Planning:
Requests List
Assignments Boards
Assignments Gantt (Legacy)
Assignments Gantt (Beta)
Delete a Resource Request from the Request List
Navigate to the Company level Resource Planning tool.
Click Requests and select Requests List.
Locate the resource request you want to delete and click the gear
icon.
Click Delete.
Click Are You Sure?
Delete a Resource Request from Assignment Boards
Navigate to the Company level Resource Planning tool.
Click Assignments and select Boards.
Locate the resource request you want to delete.
Hover over the request and click the gear
icon
Click Delete.
Click Are You Sure?
Delete a Resource Request from Assignment Gantt (Legacy)
Navigate to the Company level Resource Planning tool.
Click Assignments and select Gantt (Legacy).
Locate the resource request you want to delete and click the colored bar.
Click Edit Request.
Click Delete.
Click Are You Sure?
Delete a Resource Request from Assignments Gantt
In BetaThis feature is in beta and available for customers using the Resource Planning tool.
This feature is in beta and available for customers using the Resource Planning tool.
Navigate to the Company level Resource Planning tool.
Click Assignments and select Gantt (Beta).
Right click on the request or the request bar and select Delete Request.
Note: You can also hover over the request in the list and click the vertical ellipsis, then select Delete Request.
Click Delete to confirm.
ImportantDeleting a task on the Gantt can be undone by clicking the undo
icon, so long as you remain on the Gantt and stay within the same session. However, if you navigate away from the Gantt or your session expires, the task is permanently deleted.
Deleting a task on the Gantt can be undone by clicking the undo icon, so long as you remain on the Gantt and stay within the same session. However, if you navigate away from the Gantt or your session expires, the task is permanently deleted.