Sending a Disbursement Notification
To send an email to the project team:
- Navigate to the Manage Draw Payments Page
- From the Tasks page, choose the Disburse Funds for Draw link.
- From the Draw Actions section of the Project Home Page, choose Disburse Funds.
- From the Draw Actions column of the Draw Home Page, choose Disburse Funds.
- From the Payments/Lien Waivers section of the Draw Home page, choose Manage Draw Payments.
- From the Manage Draw Payments page, select the Notify Project Team check box.
- In the text box, enter a comment to include in the body of the email.
- Select the Disburse Selected button.
The email is sent to all project team members.
Notes:
- Project team members are users assigned Project Manager, Compliance Manager, Authorizer, and Disburser user roles on the project.
- You can send a Disbursement Notification from the Manage Draw Payments, Enterprise Wide Disbursement, and Owner Funding List pages.
- If the Notify Project Team check box is marked, the application generates an email–even if the comment box is blank.
Last Published Wednesday, July 10, 2024