Where Control Sheet Configuration is Found

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Global Company - Set the global company.

Region - Where is your project located.  Click on Regions button to add regions relevant to your country / organisation.    

Project Value (Millions) - How much is your project value. 

Start Date - What is the start date of your project. 

End Date - What is the end date of your project. 

Height (Levels) - How many levels does your project have.

Wages and Salaries - Click here for more information about Escalation Month and here for Week Calculation.

Approvers - Who can approve the control sheet.   When a control sheet is approved it captures an excel copy of the sheet plus moves the values to previous.

Create a Control Sheet 

1. Click on the Control Sheets Button.

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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 

1. Click on the Control Sheets Button.

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2. Click the Copy Button on the control sheet you wish to copy.

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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

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.

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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:

• A Start Date column (Month - Year selection)
• A Finish Date column (Month - Year selection)
• A row for default allocation % (Default 100%)

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

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.

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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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