Draw Management
Assemble lender draw packages from project costs, track disbursements against funding sources, and manage the draw approval cycle.
Updated June 1, 2026Who this is for:
Open in SyntectonAccountant
Project Manager
Project Admin
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
1
Create a draw package
Go to Financial Control → Draw Management and create a draw package for the funding period.
2
Add draw items
Pull in the costs to be funded — typically from approved invoices and pay applications — as line items on the package.
3
Submit for lender approval
Route the package for review and to the lender. Track its status through the approval cycle.
4
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.
Was this article helpful?
Related articles
- Pay ApplicationsBill the owner against the prime contract schedule of values each billing period, apply retention, and produce the owner pay application.
- InvoicesReceive and review vendor invoices against their commitments, match lines to subcontract or PO values, and route them for approval and payment.
- Financial HealthRead the project’s financial dashboard — projected final cost, margin, cash position, and variances — to spot risk early.