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Control sheet configuration is found:

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Create a Control Sheet 

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2. Click the + Add New Record Button.

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3. Type Name of the Control Sheet.

4. Select the type of control sheet from the drop down menu.

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Copy a Control Sheet 

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3. Confirm whether you want to copy

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4. Select the type of control sheet from the drop down menu.

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Make a Control Sheet Reportable

Tick the box in the Is Reportable field to make your control sheet reportable.

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Allowances - Salaries & Wages

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When at least one allowance for Salaries or Wages is configured, you can click on the Allowance Rates button.

Add the allowance rates.

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Default Allocations - Salaries & Wages 

To edit the default allocations click on the Settings Button.

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To show start and finish date and default allocations place a tick in respective box.

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Once ticked the control sheet will display:

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When both the start and finish dates are entered, the applicable months will be pre-allocated as per the default allocation.

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Additional Form Types to Show - Contractor & Supplier

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Add the form types as required.

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Contract Column - Contractor & Supplier 

In configuration allow this column to be turned on & off at a project level.

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Invoice History Columns - Contractor & Supplier

  • Added ability to configure which columns are configurable
  • Added ability to configure the column names 

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Linked Budget Line - Contractor & Supplier 

For Contractor and Supplier Control Sheets you can view the Control Sheet based on the Linked Budget Line item, go to configure > contract admin > contractor

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And change the mode as shown below

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Escalation Month

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