---
title: "Creating a draw schedule"
slug: "creating-a-draw-schedule-1"
updated: 2026-04-23T20:25:39Z
published: 2026-04-23T20:25:39Z
canonical: "help.getbuilt.com/creating-a-draw-schedule-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Sources & Uses

## **Creating Sources & Uses**

You can create Sources & Uses manually or upload a .CSV file while creating a new deal. To create a deal, see [Creating a deal](/lending/docs/creating-a-new-deal).

> [!NOTE]
> **Note:** Ensure that:
> 
> - Full access permissions is provided to Deal Management:
> 
> • Portfolio Page
> 
> • Deal Creation
> 
> • Deal Details
> 
> • Deal Overview
> 
> • Sources & Uses

### **Creating Sources & Uses manually**

To manually create Sources & Uses on a deal, perform the following steps.

1. At the top-left of the page, click **Portfolio**.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcCepG5p_RkKtJ8644llolxQmIoJm7plsIjQ3AZAIt0XdLzEDNkrwBdMu4EwliKBvUOI4MndCnWbhdIwfAHTMIPUxC0cCsQHpD4Ahy7bpY_z4YJvJUaRHqr3tijG-kJp_Y0MPbIw-OkeUmRiUWOXj8?key=vqxaHvjxj6-kyZueTtYMhMPk)

1. On the **Portfolio** page, click the **Deal ID** or **View** for the required deal.

![Portfolio deals overview showing deal ID, borrower, and deal names with action buttons.](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/Screenshot 2025-07-31 at 4.54.56 PM(3).png)

1. On the left navigation menu, click **Sources & Uses**.

![The option to manually create a use or upload one from a CSV](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/Screenshot%202025-07-25%20at%202.54.03%E2%80%AFPM.png)
2. On the **Sources & Uses** page, click **+ Create manually**.

1. On the **Create Sources & Uses** page, enter the following information and click **Save**.

> [!NOTE]
> **Note:**
> 
> - To add multiple item rows, click + New Use(s).
> - To create a group and add a relevant item type to that group, see Creating a group.

![Creating line items for Sources & Uses](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/Screenshot%202025-07-25%20at%202.57.39%E2%80%AFPM.png)

  

| **Parameter** | **Description** |
| --- | --- |
| Type | Type of cost, such as *Hard*, *Soft*, and *Contingency*. |
| Description | A description of the selected cost type. |
| Original Schedule | Amount payable for the item. |

The **Sources & Uses** page displays the details of the newly created sources and uses.

![The Sources & Uses screen](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/Screenshot%202025-07-25%20at%202.58.47%E2%80%AFPM.png)

> [!NOTE]
> **Note:** You can add negative line items to Sources & Uses and place the draw request against the negative amounts.

---

### **Creating a group**

1. On the **Sources & Uses** page, check the boxes to the left of the desired line items
2. Click **Actions > Add to group**
3. Label the group
4. Click Save

![](https://cdn.document360.io/b8e7a68c-6af4-4b6e-8d8d-23371810eaa1/Images/Documentation/Screenshot 2026-02-05 at 8.42.58 AM(1).png)

Next, see this article on [Finalizing Sources & Uses](/lending/docs/finalizing-the-draw-schedule)

  

---

### FAQ

#### How can I create Sources & Uses?

You can create Sources & Uses manually or upload a .CSV file while creating a new deal.

#### What permissions do I need to create Sources & Uses?

You need full access permissions to Deal Management, including Portfolio Page, Deal Creation, Deal Details, Deal Overview, and Sources & Uses.

#### What steps are involved in creating Sources & Uses manually?

To create Sources & Uses manually, click on Portfolio, select the Deal ID, navigate to Sources & Uses, click + Create manually, and enter the required information.

#### Can I add multiple item rows to Sources & Uses?

Yes, you can add multiple item rows by clicking + New Use(s) on the Create Sources & Uses page.

#### Is it possible to add negative line items to Sources & Uses?

Yes, you can add negative line items to a draw schedule and place the draw request against the negative amounts.