Control Sheets - Configuration

Where Control Sheet Configuration is Found

Open

Open

Global Company

1. Select the global company.

2. Click on Admins.

3. Click on Add new record.

4. Add user(s) email.

Region   

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. 

Project Value (Millions)

Enter the value of your project. 

Start Date

Enter the start date of your project. 

End Date

Enter the end date of your project. 

Height (Levels)

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

Wages and Salaries

If you are going to use wages and/or salaries control sheets, enter the Month that the year will start.

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

Approvers

Enter 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.

2. Click the + Add New Record Button.

3. Type Name of the Control Sheet.

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

Copy a Control Sheet 

1. Click on the Control Sheets Button.

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

3. Confirm whether you want to copy.

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.