Managing Resources › Resource and Role Allocations › Remove Investments from Resource Workloads

Remove Investments from Resource Workloads

You can use the resource/role allocations page to remove projects and investments from the workload of a resource at any time. If a project is locked, you cannot remove that project from the workload of the resource.

When you staff a resource as a project participant, go to the team participants page to remove the resource from participant status.

See the Project Management User Guide for more information.

Follow these steps:

1. With the resource open, click Allocations.

   The allocations page appears.

2. Select the investment you want to remove, and click Remove.

   The confirmation page appears.

3. Click Yes to remove the investment from the list of investments for the resource.