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Modify or delete resources

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With the appropriate security privileges, you can delete resources and modify resource details for resources you have access to based on your defined resource security settings.

Tip: You must select an individual resource on the Resources Home page to delete it or modify its details, regardless of the grouping option you select; you cannot select a resource code, resource team, or primary role to access an individual resource's details.
To modify resource details
  1. On the Resources Home page, select the resource whose details you want to change.
  2. On the Details tab, click the page links at the top left of the tab to view or change information for the selected resource.
  3. Click Save to save your changes.
To delete a resource
Note: If you delete the root resource node you have access to, you will lose all access to resources. Resource security settings are defined in the Project Management module.

On the Resources Home page, locate the resource you want to delete, then click the corresponding Delete link at the far right of the page.

To delete the resource and reassign, or merge, the resource's associated data to its parent resource, click to select a replacement resource. (If you've selected a combination of labor/nonlabor or material resources, the option to merge resources is unavailable.)

To delete the resource without reassigning its associated data, leave the Select a Replacement Resource field blank and click Delete Resource; you will be returned to the Resources Home page.

Note: If you delete a parent resource, all of the child resources related to the parent resource and all of their assignments are deleted. Also, timesheet and resource team data is always deleted.
 

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