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Procore

Delete a Workforce Assignment

Objective

To delete an individual workforce assignment in Workforce Planning.

Background

Assignments allow you to manage your workforce by assigning resources to projects. Assignments can also be used for forecasting and planning future work. You can delete assignments at any time.

Things to Consider

Prerequisites

Steps

You can delete requests from three (3) places in Workforce Planning:

  • Assignments List
  • Assignments Boards
  • Assignments Gantt

Delete a Workforce Request from the Assignments List

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Assignments List.
  3. Locate the workforce request you want to delete and click the gear icon-gear-wfp.png icon.
  4. Click Delete.
    OR
    Click the caret icon-caret-wfp.png icon and select Delete and Alert to delete the assignment and send an Assignment Alert to the assignee. See What is an assignment alert in Workforce Planning?
  5. Click Are You Sure? to delete.

Delete a Workforce Request from Assignment Boards

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Boards.
  3. Locate the workforce request you want to delete.
  4. Hover over the request and click the gear icon-gear-wfp.png icon
  5. Click Delete.
    OR
    Click the caret icon-caret-wfp.png icon and select Delete and Alert to delete the assignment and send an Assignment Alert to the assignee. See What is an assignment alert in Workforce Planning?
  6. Click Are You Sure? to delete.

Delete a Workforce Request from Assignment Gantt

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Gantt.
  3. Locate the workforce request you want to delete and click the colored bar.
  4. Click Edit Request.
  5. Click Delete.
    OR
    Click the caret icon-caret-wfp.png icon and select Delete and Alert to delete the assignment and send an Assignment Alert to the assignee. See What is an assignment alert in Workforce Planning?
  6. Click Are You Sure? to delete.