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…
