Unlink Proposals from a Hierarchy

Unlinking proposals from the hierarchy can only be done from the CHILD proposal.

WARNING: Don’t unlink all child proposals, otherwise the parent proposal will no longer be accessible; you will need to create a new hierarchy parent proposal.

•      With the proposal open in edit mode, click on the Hierarchy (C) link in the proposal toolbar. (The ‘C’ indicates that the proposal is linked as a child to a hierarchy.)

•      Click the Unlink Hierarchy button

•      The proposal will update; the Hierarchy toolbar will not display the (C), and insert a comment noting the successful removal of the proposal from the hierarchy in the proposal screen.