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 Administration in the menu at the top of the screen. * When the Administration page loads, click Reference in the menu on the left. * From the Reference sub-men…
Foundational Webinar: Ventures Administration
This is a previously recorded webinar that discusses a general overview of the Administration section. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Users may also download the Administration Overview workbook PDF attached to this art…
