The Purpose Type is located on the Overview page of the loan on the General tab.

In order to add Project Types you must have Site Administrator Permissions.

• Click the cog/gear wheel icon to access the Administration Menu (upper right corner)
• From the left side menu click Reference. A submenu will appear.
• In the submenu click Loan. Another submenu will appear.
• Click Purpose Type
• Click the Add button to add your Purpose type.

• Name your Purpose Type and make sure the Active checkbox is checked - this will enable the Purpose Type to appear in the drop down on the Overview page > General Tab > Purpose field
• If the Purpose Type has a corresponding TLR purpose that you wish to be mapped to a TLR report, select the TLR purpose from the TLR Purpose dropdown menu.
• Click Save

Verify your newly added Purpose appears within the Overview page > General Tab > Purpose field