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Control Sheets - Contractors & Suppliers

Control Sheets - Contractors & Suppliers

Owned by Former user (Deleted)
Last updated: about 16 hours ago by Rebecca David
3 min read

Once you have set up the Contractor Control Sheet following the steps outlined in Control Sheets - Configuration you can edit the control sheet.

Contractor Control Sheet Settings

  1. Navigate to the Control Sheets:

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  1. Click on Settings for the contract control sheet.

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Edit the Contractor Control Sheet Settings

Contracts

Select the Contracts you wish to show on the control sheet.

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Variations

Select the Contract Variations you wish to show on the control sheet.

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Forecasts

Select the Forecast forms you wish to show on the control sheet.

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Linked Forms

Select any linked forms you want to show on the control sheet. When linking a correspondence form you can add working forecast figures against them. If you have worst, best and target enabled you can enter figures again those.

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Control Sheet Columns

  1. Tick checkboxes to enable columns to be shown on the Control Sheet.

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  1. If you click create user fields, the following user fields will be created (if the column is checked):

  • Previous Forecast

  • Working Forecast

  • Comments

  • Realisation Date

  • Worst

  • Target

  • Best

  1. The user fields will be available to place onto the following forms:

  • CTR

  • EOT

  • FOR

  • NOD

  • SCV

  • SI

In order to be able to add information to these user fields through the control sheet you must have them placed on the form type.

E.g. 1. The site instruction form has Worst / Target / Best user fields placed on the form. We can now add figures in via the control sheet.

E.g. 2. The contract form does not have Worst / Target / Best user fields placed on the form so figures cannot be added (the user fields are greyed out.

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Show Cost Code Columns in Summary

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When checked the cost code will appear in the control sheet summary (see below).

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Invoice History Columns - Contractor & Supplier

  • Added ability to configure which columns are configurable

  • Added ability to configure the column names 

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

And change the mode as shown below

 

 

 

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