Delete a Workforce Assignment
Objective
To delete an individual workforce assignment in Workforce Planning.
Background
Assignments allow you to manage your workforce by assigning resources to projects. Assignments can also be used for forecasting and planning future work. You can delete assignments at any time.
Things to Consider
- Required User Permissions:
- To create a workforce assignment, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' level permissions or higher on the Workforce Planning tool with the 'Create/Edit/Delete Assignments' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning. - To send assignment alerts to assignees when making assignments, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' level permissions or higher on the Workforce Planning tool with the 'Create/Edit/Delete Alerts' granular permission within the Workforce Planning tool. See What is an assignment alert in Workforce Planning?
- To create a workforce assignment, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
Prerequisites
- Create a Workforce Assignment
- If sending assignment alerts, set up the following:
Steps
You can delete requests from three (3) places in Workforce Planning:
- Assignments List
- Assignments Boards
- Assignments Gantt
Delete a Workforce Request from the Assignments List
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Assignments List.
- Locate the workforce request you want to delete and click the gear
icon. - Click Delete.
OR
Click the caret
icon and select Delete and Alert to delete the assignment and send an Assignment Alert to the assignee. See What is an assignment alert in Workforce Planning? - Click Are You Sure? to delete.
Delete a Workforce Request from Assignment Boards
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Boards.
- Locate the workforce request you want to delete.
- Hover over the request and click the gear icon
- Click Delete.
OR
Click the caret icon and select Delete and Alert to delete the assignment and send an Assignment Alert to the assignee. See What is an assignment alert in Workforce Planning? - Click Are You Sure? to delete.
Delete a Workforce Request from Assignment Gantt
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Gantt.
- Locate the workforce request you want to delete and click the colored bar.
- Click Edit Request.
- Click Delete.
OR
Click the caret icon and select Delete and Alert to delete the assignment and send an Assignment Alert to the assignee. See What is an assignment alert in Workforce Planning? - Click Are You Sure? to delete.