Adding or Updating Project Funding Details for Owners
To add or update funding details for your project:
- Navigate to the Edit Project Funding Page
From the Project Setup menu at the top of any page, choose Project Funding
- From the Edit Project Funding page, choose a Funding Type.
- Choose a MC Funding Organisation.
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.
- Choose a Payment Organisation.
- (Optional) Select the Disable Application of Cash Discounts to prohibit discounts on Subcontractor payment applications.
- (Optional) Select the Allow out of order disbursements setting to enable disbursers to disburse a future period before a past period.
- Select Update Project to save the project funding settings.
Last Published Wednesday, July 10, 2024