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Planview Customer Success Center

Cannot clear workgroup field for resources (2014)

QUESTION

In previous versions, for resources leaving the company, the workgroup field was cleared to unassign the resource. This doesn't work anymore in Changepoint V2014.


RESOLUTION

In Changepoint V2014, on the top of the resource window, there is a menu bar with several entries. Choose the entry 'Terminate' to unassign a ressource. This will unassign the resource from it's workgroup and also set the termination date.