Teams (projects and investments) › Remove Project Team Members

Remove Project Team Members

You can remove team members from a project provided there are no posted transactions or actuals associated with those team members. If a team member has an associated requisition that is in booked status, first unbook and then delete the requisition, before removing the team member from the project. For more information, see Unbook Hard-Booked Resources Using Requisitions.

Removing a project team member does not delete the resource from the system.

Follow these steps:

1. Open the project and click Team.
2. Select the resource and click Remove.
3. Click Yes to confirm.