Adding or Updating Project Funding Details

To add or update funding details for your project:

Navigate to the Edit Project Funding Pane
- From the Project Setup menu at the top of any page, select Project Funding.
- From the Project List on the Organisation Profiles page, select the Edit icon in the row for a project.
From the Funding Type drop-down list in the Edit Project Funding pane, select an available option.
From the HC Funding Organisation drop-down, select which organisation will manage funding for the project.
All period documents will display the name and address of the selected Funding Organisation.
Optional. Enter the Guarantee, Escrow, Loan, and Lender/Mortgage.
Note: Unless these values are used to populate custom documents, they are not required. They are for reference only.
Select a Payment Organisation.
Optional. Select the Disable Application of Cash Discounts to prohibit discounts on Subcontractor progress claims.
Optional. Select the Allow out of order disbursements setting to enable disbursers to disburse a future period before a past period.
Click Save to save the project funding settings.