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Removing a user from user group who has left the company


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Hi community - 

I have a user who has left the company. I’ve deleted his profile and I’m trying to remove him from a user group so that his hours are not factored into the team’s totals any longer. I’ve reassigned all of the future hours to another person on the team and I went back and pulled “On Hold” projects and removed him from those as well. Every time I try and delete him from the user group I get a Validation Error that says that it cannot delete him because there is a staffing request - but I can’t find anything active. Does anyone know where I can search to remove him so I can delete him from the user group completely? 

 

Best answer by Limori

Hi Heather

You could create a report that will provide you the details of the existing staffing requests for that user.

Run the report on USER > STAFFING REQUESTS

 

 

In the Table section select the following fields to be included:

This will give you the indication which projects hold a staffing request for the resource you wish to delete.

I hope this is helpful.

 

Limor

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Limori
Planview Falcons
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  • Planview Falcons
  • April 14, 2024

Hi Heather

You could create a report that will provide you the details of the existing staffing requests for that user.

Run the report on USER > STAFFING REQUESTS

 

 

In the Table section select the following fields to be included:

This will give you the indication which projects hold a staffing request for the resource you wish to delete.

I hope this is helpful.

 

Limor


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This was SUPER helpful! Thank you so much!


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