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Procedure documentationDeleting a Task Assignment

 

You use this function to delete the assignment of a task to a role.

Note Note

This function deletes the assignment of the task to the role, it does not delete the entire task from the system.

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Note Note

Deleting the task from the role does not affect the availability of the corresponding resource.

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Prerequisites

  • You have administration authorization for the task whose assignment you want to delete.

  • You are on the Projects screen. Select a task here and then choose one of the following paths:

    • In the Structure view, select the Roles tab

    • In the Resources view, choose the Tasks tab

  • If you are using the staffing process, you are in the status Staffing in Preparation.

Procedure

  1. In the area on the left, select the role or task for which you want to delete the assignment.

  2. In the upper right area select the tasks or roles whose assignment you want to delete.

  3. Choose .

  4. Save your data.

Note Note

You can delete task assignments using the Staffing Overview subview by selecting the Dates radio button. For more information, see Staffing Overview: Dates.

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Example

You want a lead consultant, and not the project lead as originally planned, to carry out the task Create Project Plan.

This means that you first have to delete the task assignment to the project lead. You then reassign the task to the lead consultant.

For more information, see Assigning Tasks and Roles.