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What you have tab: Verify Funding Sources
What you have tab: Verify Funding Sources

Add other cash-flows and assets to help fund the need

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

Verify current funding sources or make custom assets and cash flows available for funding. Click the edit icon for each line item, or click the "Add custom cash-flow" or "Add custom asset" button on the "What you have" tab in a Target-Map.

This works well for running scenarios (Target-Map clones).

  1. Click the Target-Map title to edit a Target-Map

  2. Click the "What you have" tab

  3. Click either "Add custom cash-flow" or "Add custom asset" button

  4. or click the edit icon for any line item to modify its parameters

This will not affect the client's Asset-Map.

Click the trash can icon to remove the added item.

Tags: capital, available, funding, fund, apply, add, cashflow, examples, target-map

8/2023

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