Delete a Resource

WARNING

When you remove a team member or unnamed resource from a project, you also remove any related task assignments, scheduled hours, allocated hours, and other data. Be sure that you don’t need any of this information before removing someone from a project.

Overview

People can remove named and unnamed resources from projects via Resourcing areas of Kantata if they have access via the Resource Management Access Group to:

• View the Resource Center
• Edit named and/or unnamed resources

The Edit Resources permissions in Access Groups are based on Project Permission levels. The selections you make determine what project access an Access Group member needs in order to remove named or unnamed resources for different projects from within Resourcing areas:

• Their projects with financial permissions—Checked by default for all Access Groups, this option allows Access Group members to remove other members via the Resource Center from projects where they have View / Edit Financials or Project Administrator Project Permission levels.
• Their projects—This option allows Access Group members to remove other members via the Resource Center from any project they are participating in.
• Their projects and joinable projects—This option allows Access Group members to remove other members via the Resource Center from any project they are participating in as well as any projects that are Open to All Account Members.
• All projects—This option allows Access Group members to remove other members from any project via the Resource Center.
  
  Note: Accounts that have Organizations enabled do not have an All Projects option. That option is replaced by All projects accessible to their organization, which allows them to edit only named resources that are on projects in their organizations.

To remove resources in a project’s Resourcing tab, project members must have Project Permissions to Schedule Hours for Team.

Note: For information on removing team members from the project workspace, see Remove Team Members from a Project.

How to Delete a Resource

1. Navigate to a Resourcing area in Kantata OX:
   
   • Projects > select a project > Resourcing
   • Resourcing > Resource Center > Team Members
   • Resourcing > Resource Center > Projects
2. If you are in the Projects tab, locate the project you want and expand the project row to reveal the project's resources.
   
   Tip: Before deleting a resource, make sure to reassign allocations and scheduled hours if there are any hours and task assignments that you plan to assign to someone else. Otherwise, those hours and assignments will also be deleted.
3. Inline with the resource you want to remove, click the More (“   ”) icon, then select Delete Resource.
   Note: If this is a named resource, you may see Remove from Project instead. If a named resource has multiple roles in the project, you will see the Delete Resource option until they only have a single project role.
   
4. In the modal that appears, click OK to confirm that you want to remove all their assignments and allocations for the project.
   

Related Articles

• Resource Center Overview
• Resource Center Filters
• Resource Center Saved Views
• Resource Center Display Preferences
• Resource Center: Resource List Overview
  • Resource Center: Show and Hide Resources
  • Add a Resource to a Project
  • Duplicate a Resource
  • Edit a Resource
  • Change a Resource to Named or Unnamed
  • Delete a Resource
• Resource Center: Allocations Timeline Overview
  • Add an Allocation to a Resource
  • Create Allocations from Scheduled Hours
  • Create Allocations from Resource Estimated Hours
  • Edit an Allocation
  • Change a Resource's Allocations to Soft or Hard
  • Delete an Allocation
  • Clear Allocations in Bulk for a Resource
  • Shift Allocations
  • Reassign Allocations
• Resource Scheduling Overview
  • Managing Scheduled Hours in the Resource Center
  • Distribute Scheduled Hours
• Resource Requests Overview
  • Resource Side Panel Overview
  • Submit a Resource Request
  • Approve or Reject a Resource Request