Documentation

See every draw in flight

Every project's draws in one list, so a request waiting on a signature is visible without opening the deal.

The portfolio draws page lists the draws on every project in the workspace. It is the answer to what has been requested, what is still being built, and what the lender has funded, without opening each project to find out.

Draws are built inside a project. This page is where you notice that one has been sitting unsent, and the row takes you to it.

Who can

  • Money at view redacted or better: anyone who can track budget status without seeing amounts.

Levels are set per person in Settings and people. What each level means.

How to

  1. Draws with no project selected lists every draw in the workspace, newest period first.
  2. The status line counts what is still open and what has funded, across every project at once.
  3. A row opens that draw inside its own project, where the package is built and exported.

Show me in the app

Known limits

At view_redacted on money the rows are listed with their status and their dates, and the amounts read as dashes.