Delete a Project Role

Available in: Enterprise and Premier

Step-by-Step

How to Delete a Project Role

To delete a project role for a particular team member:

1. Select Rates & Roles from the Actions (“   ”) drop-down menu located to the right of the project name.
2. The Rates & Roles page consists of a table which allows you to add, delete, or reassign roles for each of the team members participating on a project.
3. Locate the team member whose project role you'd like to delete.
4. Select Delete from the horizontal More (“   ”) menu in the Actions column.
5. You may only delete a role as long as it's not the only remaining Primary Role for that team member. Team members can be removed from a project using the Project Permissions page.
6. Please note that deleting a member's role can potentially remove all of their assignments within the project. This cannot be undone.
7. If you are sure, click OK; otherwise, click Cancel.
8. Your changes will be automatically saved; you can now return to the main project or close the window.

Related Articles:

• Multi-Role Resourcing in Projects
• Add Project Roles to a Team Member
• Change a Team Member's Primary Project Role
• Change a Team Member's Role 
• Reassign a Team Member's Role on a Project
• Delete a Project Role
• Override Team Member Rates for a Project