Delete All Resource Assignments for an Opportunity

When you close or inactivate an opportunity because you were not awarded the contract or you are no longer actively pursuing the opportunity for some other reason, and that opportunity has resource assignments, you should delete the assignments to free up those resources.

To delete all resource assignments for an opportunity:

1. If you have not already closed or inactivated the opportunity, select the opportunity in the Opportunities hub, click Close Opportunity on the Actions bar, enter the required information in the Close Opportunity dialog box, and click Save.
2. In the message that displays, click the link to display the opportunity's resource plan in Project View.
3. In Move or delete resource assignments. displayed above the grid, click the delete link.
4. When the confirmation message displays, click Delete Assignments.