Forecast: How do I remove someone from a project?

To remove a person or placeholder from a project, you’ll need to delete or reassign all of their time assignments on the project:

  1. Click on an assignment you need to update.
  2. Select a new person from the Person dropdown to reassign the hours, or select Delete to delete the assignment.
    • Deleting an assignment is immediate and permanent. There is no undo.
  3. If you chose a new person, click Update to save the change.

After you’ve deleted or reassigned all of the person or placeholder’s time on the project, they’ll be removed from it automatically.

remove-person-project.png

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