Adding or Updating Project Funding Details

To add or update funding details for your project:

  1. Navigate to the Edit Project Funding Page
  2. From the Edit Project Funding page, choose a Funding Type.
  3. Choose an HC Funding Organization.

    All period documents will display the name and address of the selected Funding Organisation.

  4. (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.

  5. Choose a Payment Organisation.
  6. (Optional) Select the Disable Application of Cash Discounts to prohibit discounts on Subcontractor progress claims.
  7. (Optional) Select the Allow out of order disbursements setting to enable disbursers to disburse a future period before a past period.
  8. Select Update Project to save the project funding settings.