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Control Sheets - Configuration

Control Sheets - Configuration

Owned by Former user (Deleted)
Last updated: Mar 07, 2025 by Rebecca David
4 min read

Where Control Sheet Configuration is Found

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Note: All information entered into the areas noted in the red squares above will be available across all your projects. This information stays with the Global Company selected. All the other areas are project specific.

Global Company

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  1. Select the global company.

  2. Click on Admins.

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  1. Click on Add new record.

  2. Add user(s) email.

A Global Company Admin will have access to all control sheets including Salaries Control Sheets.

Global Company Admins will need to be a project administrator.

Project Administrators without Global Company Admin rights will be able to access all control sheets except for Salaries.

Region   

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  1. Click on Regions.

  2. Click on Add new record.

  3. Add regions that may be relevant for all your projects.

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

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Project Value (Millions)

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Enter the value of your project. 

Start Date

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Enter the start date of your project. 

End Date

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Enter the end date of your project. 

Height (Levels)

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Enter the number of levels your project has (if any).

Wages and Salaries

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  1. Choose the month for year start e.g. 07 = July.

  2. Choose escalation start month e.g. 01 = January. For more information refer here: https://ribcx.atlassian.net/wiki/spaces/cxKB/pages/23201999

  3. Choose weeks calculation e.g. Actual or Average. For more information refer here: https://ribcx.atlassian.net/wiki/spaces/cxKB/pages/23201134

For more information about Escalation Month https://ribcx.atlassian.net/wiki/spaces/cxKB/pages/23201999 and for Week Calculation https://ribcx.atlassian.net/wiki/spaces/cxKB/pages/23201134

Approvers

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Select users that you want to be able to approve the control sheet after modifications have been made.

When a control sheet is approved it:

  • Copies Final Forecast Cost into Previous Forecast

  • Variance is different between Current and Previous Forecast

  • Captures an Excel copy of the control sheet.

Create a Control Sheet 

  1. Click on the Control Sheets Button.

  1. Click the + Add New Record Button.

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  1. Type Name of the Control Sheet.

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

Set Up Control Sheet Allowances

These allowances are available for both Salaries and Wages Control Sheets.

  1. Click on Allowances.

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  1. Click on + Add new record.

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  1. Enter the name of your allowance.

  2. Select the type. In this case we are selecting Salaries.

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Copy a Control Sheet 

  1. Click on the Control Sheets Button.

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

  1. Confirm whether you want to copy.

  1. 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.

Refer to individual Control Sheet types for more information on settings associated to them.

https://ribcx.atlassian.net/wiki/spaces/cxKB/pages/23201350

https://ribcx.atlassian.net/wiki/spaces/cxKB/pages/635240452

https://ribcx.atlassian.net/wiki/spaces/cxKB/pages/23201344

 

 

 

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