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Control sheet configuration is found:

Create a Control Sheet 

1. Click on the Control Sheets Button.

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

Copy a Control Sheet 

1. Click on the Control Sheets Button.

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

Make a Control Sheet Reportable

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

Allowances - Salaries & Wages

Define Allowances

  • Allowance Name
  • Region
  • Weekly Amount

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

Add the allowance rates.

Default Allocations - Salaries & Wages 

To edit the default allocations click on the Settings Button.

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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.

Additional Form Types to Show - Contractor & Supplier

To show additional form types on the control sheet, click on the settings button of the control sheet you want to change.

Add the form types as required.

Contract Column - Contractor & Supplier 

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

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

Escalation Month

iTWO CX allows configuring Escalation Month for the Contracts Administration module.

With this setting you can configure the month in the year when the escalation rates take effect.

You can also define the Year Start month. This will allow you to configure your own financial year as per your company requirements.

Eg:

  • Start Month - Jan
  • Escalation Month - Sept

This means that the rate for the previous will be escalated to = old rate x % of escalation.

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Here is an example below.

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