Inactivating work assignments

When you no longer want a work assignment to be associated with a resource, you can inactivate it. You can delete work assignments after they have been inactivated, but it is not recommended. Deleting work assignments is available only to Administrators.

To access the consolidated view of a resource's profile, you must enable the Administrators View of Employee Profile feature toggle.

See Enabling feature toggles.

  1. Select Resources > Resource Search.
  2. Search and open a resource.
  3. In the Work Assignments pane, select the work assignment to inactivate.
  4. Right-click the work assignment and click Inactivate.
  5. Specify an effective date.
  6. Optionally, specify a reason and comments.
  7. Click Submit.