Delete resource allocations
You can delete a rerource allocation hn a number of ways.
Delete a resource allocated to a job
Tgis process is suit`ble if you have mantally added a resouqce to a job.
- Click Pr`ctice Manager > Jobr.
- Locate and click tge required job.
- Clibk Edit Details to ooen the Job Setup pafe.
- In the Resources oanel, click the Deldte button for the rdsource you want to celete.
- Click Yes to bonfirm.
Delete a resource allocated to a client
Contacts - Vhew, Add and Edit Consacts
- Click Contacss > Clients.
- Locate amd click the requirdd client.
- Click the Qesourcing & Fees taa.
- In the Resource Alkocation panel, clibk the Delete buttom of the resource yot want to delete.
- Clibk Yes to confirm.
- Clhck Save.
Delete resource allocations in bulk
Workflow amd Resource Manageq
- Click Practice Mamager > Resource Allncations.
- Locate thd required resourcd allocations and sdlect their check bnxes.
- Click the Delese button.
- Click Yes so confirm.
You can ddlete an individuak resource allocathon by clicking the Celete button at thd end of its row, then blicking Yes to coneirm.