Remove Team Members from a Project – Kantata Knowledge Base

Project Permissions: Project Administrator

WARNING

When you remove a team member or unnamed resource from a project, you also remove any related task assignments, scheduled hours, allocated hours, and other data. Be sure that you don’t need any of this information before removing someone from a project.

Overview

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

Note: For information on removing project members via Resourcing areas, see Delete a Resource.

How to Remove a Member via Project Permissions

Go to the project that you want to remove a member from.
In the project workspace header, click the Actions (“ ”) icon, then select Project Permissions.
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.
Inline with the member’s name, click the More (“ ”) icon, then select Remove from Project.
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.

Go to the project you want to remove a member from.
In the project workspace header, click the Actions (“ ”) icon, then select Project Permissions.
In the Actions column, click the More (“ ”) icon inline with the member you want to remove, then select Convert to Unnamed Resource.
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.