Every proposal form in RedTeam Flex has an Active switch. Switch off the forms your team no longer uses so they stop appearing when someone picks a proposal format. A switched-off form is not deleted, and you can turn it back on at any time.
You need access to Configuration to do this.
Switch a form off
Step 1: In the left menu, click Configuration. Under Projects, click Proposal Forms.
Step 2: Find the form, click the Tools icon on its row, then click Edit.
Step 3: In the General section, turn Active off. The change saves on its own, and Saved appears next to the switch.
Step 4: Click the back arrow to return to the list. The form now shows crossed out.
What happens when a form is off
It is no longer offered in the Proposal Format list when you prepare a project's proposal.
It is no longer offered as the change proposal format in Project Preferences.
It stays in Configuration > Proposal Forms, crossed out, so you can edit it or turn it back on.
To switch a form back on, follow the same steps and turn Active on.
Tip: If you can't delete a form you no longer use, switch it off instead.
If you've done this before
A form used to be able to be off for proposals but still offered for change proposals. Now one Active switch controls both, so a form is either fully on or fully off.