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 a GC Funding Organization.

    All draw documents will display the name and address of the selected Funding Organization.

  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 Organization.
  6. (Optional) Select the Disable Application of Cash Discounts to prohibit discounts on Subcontractor invoices.
  7. (Optional) Select the Allow out of order disbursements setting to enable disbursers to disburse a future draw before a past draw.
  8. Select Update Project to save the project funding settings.

Tip

See Add Secondary Organization for how and why you might use a secondary organization.