Bulk Delete Resource Requests
Objective
To bulk delete resource requests in Resource Planning.
Background
Resource requests are an efficient way to let your team know that you need a resource for a particular project. You can create a resource request when you need a resource but aren't sure who to assign, or if you do not have permissions to create assignments yourself.
Things to Consider
Steps
Bulk Delete Assignments from Request List
- Navigate to the Company level Resource Planning tool.
- Click Requests and select Requests List from the drop-down menu.
- Mark the checkboxes for the requests you want to delete.
- Click Batch Actions and select Batch Delete.
- Click Delete.
Bulk Delete Assignments from Assignments Gantt
You can bulk delete requests by creating a category (or subcategory), moving the requests into the category, and then deleting the category:
- Navigate to the Company level Resource Planning tool.
- Click Assignments and select Gantt (Beta).
- Click the vertical ellipsis next to the project and click Add Category.
OR
Click the vertical ellipsis next to the category and click Add Subcategory. - Click and hold the request. Move the request to hover over the category using a drag-and-drop operation. Release to add it to the category.
- Click the vertical ellipsis next to the category or subcategory and click Delete Category or Delete Subcategory.
- Click Delete to delete the category or subcategory and the associated requests.