Remove and restore scheduler resources

Updated on First published Approx. 2 min read

Remove from Scheduler hides a resource without deleting it. It does not cancel its booked work.

Hide a resource row

  1. Right-click the person's or asset's resource header.
  2. Choose Remove from Scheduler.
  3. Read the confirmation, which explains that the resource is hidden without deletion.
  4. Click Remove to hide it, or Cancel to keep the row visible.

Restore a hidden resource

  1. Open the matching scheduler and click Add Labour or Add Asset; use Options on a narrow screen.
  2. Find and select the existing resource by name, mobile number or asset reference.
  3. Click Add.
  4. Check its row and the intended dates. Its existing bookings were not cleared by hiding it.

Check a missing row before cancelling work

  1. Clear the resource search and expand its divider if collapsed. A missing row can be filtered or inside a collapsed divider.
  2. If still hidden, restore the existing resource using the steps above.
  3. Check its bookings on the intended dates.

Cancellation removes booked slots from the chosen date onwards; it is a different action and cannot be undone with Add. Follow cancel an assignment to remove work deliberately.

FAQ

How do I hide a resource row?

Remove from Scheduler hides the row without deleting the resource or cancelling its booked work. See hide a resource row for the steps.

How do I restore a hidden resource?

Select the existing resource through Add Labour or Add Asset and Add. Its bookings were not cleared by hiding the row. See restore a hidden resource for the steps.

Did I hide the resource or cancel its work?

A row can be hidden, filtered or inside a collapsed divider. Reveal it and check bookings; cancellation is a separate action that Add cannot undo. See check a missing row before cancelling work for the steps.