Site Administrators can customize the drop-down options available within the Financing > Project Costs tab for the various loan types they may have within their organization. To customize:
- Click on Administration
- Click on Reference
- Click on Loan
- Click on Cost Types
- Click on the green +Add to add new types to the drop-down
- Click on Save
NOTE for Site Administrators: If adding and/or editing Cost Types for 504 and/or 7a loan types please be sure to map the proper ETRAN fields within the SBA Project Eligibility subcategory. Non 504/7a loans do not need to be mapped and can skip this step.
After Cost Types have been added/edited click on Reference > Loan > Loan Types. Click on the existing Loan Type hyperlink and in the Settings category add the new/edited Cost Types. Link to Setting Up New Loan Types HERE.