Customizing Project Costs
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 …
Setting up New Loan Types
You can create your own custom Loan Types using one of the 3 templates that Ventures has to offer (504; 7a; or Commercial). To add a Loan Type: * Click the cog/gear wheel in the menu at the top of the screen to access the Administration page. * When the Administration page loads, click Reference in the menu on t…
Administration Webinar
Click here to return to the foundational webinar hub page. The video below and the attachments to this article cover using the Administration section of Ventures. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Viewing Tips:…
