Remove a Project Resource

Overview

In the course of project execution it may become necessary to remove a person (i.e. resource) associated with a project. Within the Enterprise Service Management (ESM) system this is accomplished by the Project Manager, or alternate project manager editing the project's resources.

What materials do I need?

  • Internet connectivity
  • Web browser
  • TDWorkManagement access
  • ESM Project app access
  • Project Manager or Alternate Project Manager on the specified project

How do I use this technology?

The project manager may remove a user who no longer needs access to a project. 

  1. Navigate to TDWorkManagement > Projects > Manage Projects.
  2. Select the appropriate project.
  3. In the Project Details window, click Resources in the left navigation.
  4. Click the checkbox next to the person to be removed.
  5. Click on the Actions button and select Remove Resources.
  6. On the Remove Resources page, select the resource the removed person's tasks should be reassigned to.
  7. Select how to handle the Associated Materials and Resource Schedules.
  8. Click the Save button.

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.

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