Adding or Updating Project Funding Details

To add or update funding details for your project:

Enter Project Funding: When creating a project, use the Edit Project Funding page to enter the funding details.
Edit Project Funding: Once the project is setup in the system, use this page to update funding details.

Navigate to the Edit Project Funding Page
Select from the primary and secondary organisations listed in the drop-down menu.
All period documents will display the name and address of the Funding Organisation selected.
(Optional) Enter the Guarantee (Gty), Escrow, Loan, and Lender/Mortgage information.
Note: Unless these values are used to populate custom documents, they are not required. They are for reference only.
Select Update Project.
A Status page confirms the project funding settings have been updated.

Tips:

See Add Secondary Organisation for how and why you might use a secondary organisation.
Use the city and country to differentiate between organisations with same or similar names.