Editing a draw schedule

Prior to finalizing the draw schedule you can modify amounts, descriptions, create new uses and groups.

Note: Ensure that:

• A deal is created.

• A draw schedule is created.

• A funding source is created for that deal.

To edit a draw schedule on a deal, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click the required Deal ID or click View.

3.

On the left navigation menu, click Draw Schedule.

Note: To create a draw schedule, refer to the steps from Creating a draw schedule.

4.

At the top-right of the page, click Edit.

5.

On the Edit Draw Schedule page, in the USES section, modify the details as required.

Note: The USES section includes UI elements such as Type, Description, Original Schedule.

6.

Click + New Use(s)

7.

In the Number of Uses section, select the required number of uses.

8.

In the Cost Type drop-down list, select the cost type.

9.

Click + New Use(s).

The Edit Draw Schedule page is displayed with the new uses.

10.

In the Description column, enter the description for the selected cost type.

11.

In the Original Schedule column, enter the amount.

Note: Group the uses from Actions > Add to group. For more information, see Creating a group

The details in the draw schedule are modified and saved.