A formatted version of the draw summary can be downloaded and shared as an Excel (.xlsx) file. This is different from the CSV download option available for most of the Rabbet data tables.
Draw Summary Format Options
Default - this is an industry standard budget and draw format used by most users.
JP Morgan - this format is made available given its significant industry use.
Default (with previous draw columns) - similar format to the basic default, but outlines each of the previous draws as a separate column.
Change the Draw Summary Template
Changing the 'Draw Summary Template' affects both the internal draw summary download and the draw summary that is downloaded by the recipient of a draw.
Navigate to the 'Project Settings' tab to change the draw summary template that is received by the recipients of your draw package.
Do you have questions or feedback? Please email us at firstname.lastname@example.org