Delete Labor Resources from the Resource Grid

You can delete a labor resource record from the Resource grid as long as the resource record does not have any job-to-date (JTD) amount and is not included in the baseline.

For you to be able to delete resource rows, your Vision Security role must have Full, Add/Modify, or Modify Only access rights for Project Planning on the Navigator tab in Vision > Configuration > Security > Roles. The button does not display if the plan is not checked out, you don't have the appropriate access rights, or you are viewing a Vision plan.

To delete resource rows from the Resource grid, complete the following steps:
  1. Open the WBS element, locate the resource on the Resource Grid, and click . Navigator checks for JTD and whether the resource record is included in the baseline.
    • If there are JTD amounts, Navigator displays a message asking if you want to delete only the planned amounts for the resource.
    • If the resource record is in the baseline, you can only delete associated planned amounts from the resource. You cannot delete a resource record that is included in the baseline.
  2. Follow the Navigator prompts to delete the record.
    Note: If you choose Yes to remove the planned amount, the associated ETC amount changes to zero.