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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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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