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Home > Administration > Creating/Adding Project Types
Creating/Adding Project Types
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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:

  1. Access the Administration Menu (upper right corner) - If you do not see this menu you do not have Site Admin permissions
  2. From the left side menu access Reference
  3. Loan > Project Types
  4. Click on the Green Add button to Add your Project Type / Purpose
  5. 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
  6. Click Save

 

Verify your newly added Purpose appears within the General > General tab > Purpose field

 

 

 

 

 

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