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
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
- 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
- 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
- In the Actions column, click the More
- 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
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
- Allocated hours
- 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
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Time entries
Note: The team member cannot have unsubmitted time entries.
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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
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This article has been updated to include information about what data is kept and removed when you remove a team member from a project.
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