Oct 13, 2021
567
The Project Type is referenced as the Purpose field within Ventures and is located within General > General tab.
In order to add Project Types you must have Site Administrator Permissions.
Steps from Ventures:
- Access the Administration Menu (upper right corner) - If you do not see this menu you do not have Site Admin permissions
- From the left side menu access Reference
- Loan > Project Types
- Click on the Green Add button to Add your Project Type / Purpose
- Name your Project Type and make sure the Active checkbox remains checked - this will enable the Project Type to appear in the drop down within General > General > Purpose field
- Click Save
Verify your newly added Purpose appears within the General > General tab > Purpose field