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Planview Customer Success Center

Termination of a User takes 3-5 min to save (2012 SP2)

SYMPTOM:
Terminating User in User Setup by changing License field value from Enterprise User to Undefined User takes several minutes to save.


REASON:
User Setup Un-assigning License have long process as it goes through all user activities and removes users from all projects and tasks. It is not a recommended way to terminate a resource.

RESOLUTION:
Please follow the recommended steps below.

1. Go to [User Setup]
2. Select desired user for termination
3. Click [Un-assign] from the top right section. It may prompt you to expected termination date as well - this is enough to disable the access of the user.

If you are intending to free up the license, you may also transfer the records to other users (or new users) using [System Manager].