The Financing screen displays financing agreement for each funding source for the portfolio. This helps further break down where portfolio funds are spent, and facilitates reporting to funding sources as required. NOTE: if you're only following financials and activities at the project level, or you do not use financing agreements with the portfolio funding sources, you may not need to use this screen. 

To add a financing agreement, click +Add at the top right and enter the information. Mandatory items are marked with an asterisk. NOTE: the Financing Agreement entry cannot be edited once the financing information is saved.

Click the checkmark in the popup window title bar when you're done to save your work and return to the Financing screen. The new financing agreement will appear in the list.

To edit a financing agreement, click its Edit icon. To delete a financing agreement, click its Delete icon and confirm the deletion.

NOTE: The default base currency is set at the Portfolio level. The exchange rate entered in the Funding Sources popup window is a snapshot; live rates are not available. A suggested best practice is to revisit the rate quarterly in order to ensure the financials are as accurate as possible.

 

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