Managing Resources › Edit Resource and Role Properties and Associations

Edit Resource and Role Properties and Associations

You can edit any of the fields available on the property and association pages for the resource or role. While you cannot delete a resource or role profile, you can deactivate their profile.

Edit Resource and Role Properties

Follow these steps:

1. Open the resource.
2. Change any of the fields that display on the page, or the other resource pages accessible from the page.
3. Click Save.

Deactivate a Resource or Role Profile

Follow these steps:

Deactivate a resource or role profile when the resource or role is no longer needed. You cannot assign deactivated profiles to tasks. But the profiles continue to display in the resource list unless you filter them out.

1. Open the resource or role.
2. Clear the Active check box, and click Save.

More information:

How to Create Resources and Roles