Remove Team Members from a Project

Project Permissions: Project Administrator

Who Can Remove Team Members from a Project

Depending on your role, the features you have access to, and your internal processes, there are several ways to remove team members from a project.

As a Project Administrator, you can remove members from the Project Permissions page, the Rates & Roles page, and a project’s Resourcing tab. All other permission levels can only remove members from the Resourcing tab with the following Additional Access permissions:

• View / Edit Financials—Must have Project Permissions to Schedule Hours for Self or Schedule Hours for Others
• View / Edit Time and Expenses—Must have access to edit resources in their projects via Access Groups and Project Permissions to Schedule Hours for Self or Schedule Hours for Others
• View / Edit Tasks—Must have access to edit resources in their projects via Access Groups and Project Permissions to Schedule Hours for Self or Schedule Hours for Others

What Happens to Project Data After Removing a Team Member from a Project

When you remove a team member or unnamed resource from a project, the data listed below is also removed. Be sure that you don’t need any of this information before removing someone from a project.

• Task assignments
• Scheduled hours
  Tip: To avoid losing future scheduled hours, try reassigning hours before removing the member from the project.
• Allocated hours
  Tip: To avoid losing future allocations, try reassigning hours before removing the member from the project.
• Resource information, including project role, project bill rate, and project cost rate
• Designation as a project time approver

The following data is not removed:

• Activity Feed posts
• Budget change proposals
• Expense budgets
• Expense reports
• Expenses
• Files
• Invoices
• Payments
• Project and task custom field values
• Pulse survey responses
• Schedule change proposals
• Tasks
• Time entries
  Note: The team member cannot have unsubmitted time entries.
• Timesheets
  Note: Timesheets must be either approved or rejected and time entries must be either approved or deleted before you can remove the team member.
• To Dos

How to Remove a Member via Project Permissions

1. Go to the project that you want to remove a member from.
2. In the project workspace header, click the Actions (“   ”) icon, then select Project Permissions.
   
3. Locate the member that you want to remove. You may need to select a different tab at the top of the page to find the member.
4. Inline with the member’s name, click the More (“   ”) icon, then select Remove from Project.
   
5. When you’re finished making changes, select Save in the top-right of the page.

How to Remove a Member via Rates & Roles

The Rates & Roles page is only available for Premier and Enterprise plans.

1. Go to the project you want to remove a member from.
2. In the project workspace header, click the Actions (“   ”) icon, then select Project Permissions.
   
3. In the Actions column, click the More (“   ”) icon inline with the member you want to remove, then select Convert to Unnamed Resource.
   
4. After converting the member to a named resource, either assign a new named resource or delete the unnamed resource. To delete the unnamed resource, click the More (“   ”) icon, then select Delete.