How to remove an employee from a project?

A company may need to update resource/team details in order to keep up with the project requirements. By updating resource details, they ensure accurate tracking of employees' time and efforts spent on different project tasks. In certain scenarios, where an employee resigns or an employee moves to a different project, we might have to remove a resource from a particular project.

Let us take a look at how we can remove an employee from a project.

Navigate to Project (1), then click on the Projects (2) tab. You will be directed to the Project List (3). Under the Project List, select Active Projects (4) to view the projects that are currently active. Then, click on the Project Name (5) that you wish to make changes to.

On the next window for the selected project, go to Team (1), and under Active Allocation, you will find the list of employees who are currently working on the project. You can then click on the Delete (2) icon to remove the resource from the project.

The system will then show the Tasks assigned to that employee and ask for confirmation. Click on the Remove option to unassign the employee from the project.

We cannot remove a resource from the project if the resource allocation period is ongoing and the employee has submitted time entries for that time period.