Financial ControlUpdated Jun 01, 2026

Draw Management

Assemble lender draw packages from project costs, track disbursements against funding sources, and manage the draw approval cycle.

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Draw Management handles construction lending. A draw package bundles the costs you're requesting funding for in a period, and disbursements record the money released against each funding source.

Run a draw

01

Create a draw package

Go to Financial Control → Draw Management and create a draw package for the funding period.
02

Add draw items

Pull in the costs to be funded — typically from approved invoices and pay applications — as line items on the package.
03

Submit for lender approval

Route the package for review and to the lender. Track its status through the approval cycle.
04

Record disbursements

When funds are released, record the disbursement and its lines against the package so funding and spend stay reconciled.

Troubleshooting

The tool isn't in my nav

Draw Management is off by default. A Company Admin can enable it in Tool Control.

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