Deleting a line item on a draw schedule

Prior to finalizing a draw schedule you can delete a line item on a draw schedule.

To delete a line item on a draw schedule, perform the following steps.

1.

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

2.

On the Portfolio page, click the Deal ID or View for the deal that you want to delete.

3.

On the left navigation menu, click Draw Schedule.

4.

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

5.

In the Uses section, click next to the line item that you want to delete.

Note: To delete multiple items simultaneously, select the check box next to the line items and click Actions > select Delete items.

A confirmation message is displayed.

6.

Click Yes, delete item.

The selected line items from the draw schedule are deleted.