This grid enables you to quickly and easily create or edit a construction loan budget. The grid also displays important information about the current status of each budget line item.
To access the construction budget / cost breakdown grid:
- Click on
Loan Servicing in the left panel of The Mortgage Office®. - Click the Loans drop-down.
- Click Construction below All Loans from the menu located on the left of the window.
- From the grid, select the loan you want to modify.
TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click 
Find to search for the record by entering your own search criteria. For additional information see How to use find and How to use the data grids.
- Click
from the options available on the top panel or double-click on the item. - Click
Terms from the list located on the left of the window, and select Construction Tab. - Click the Project tab, then select Budget & Cost Breakdown from Tasks section.
- Below is a list of available functions:
| Button: | Description: |
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Click to add a new budget account. |
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Click to edit a budget account. |
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Click to delete a budget account. |
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Click to open a dialog window that guides you through the process of copying all or part of a budget from another loan. Click the |
 |
Click to export the contents of the grid into an Excel file. |
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Click to customize the loan grid. Clicking opens an assistant where you can change whether certain columns are displayed or not. |
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Click to refresh the contents of the grid. |
lookup button to open a lookup window and select a record from the list. For more details see TIP: For additional information see How to use the data grids.
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