Control Sheet - Contract

Owned by Former user (Deleted)
Last updated: Dec 11, 2024 by Rebecca David
4 min read

Control Sheet - Contract Summary

The Control Sheet for Contractors (Contracts) is located:

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The first page of the Control Sheet - Contracts is a summary of variations, payment claims and the time taken to address these per company.

Drilling Down into Company Details

Clicking on a Name will open up a control sheet for that company.

Financial Tab

Summary

The financial tab shows a summary of the:

  • Budget Details. i.e. what the budget is for this contract, any approved budget transfers and variations. (Only shows when not in linked budget mode).

  • Contract Details .i.e. the contract value, any approved variations and the revised contract value.

  • Forecast Details i.e. the forecast final cost of this contract including contract amount, assessment, workfing forecast, previous forecast, and variance.

  • Net Gain / Loss This shows only when control sheet is not in the linked budget mode.

Followed by detailed information regarding Forecast and Claim History.

Forecast

The forecast details outline the:

  • Amounts

  • Assessment

  • Forecasts

  • Variance

  • Certified to Date (claimed)

  • Contract

  • Status

for:

  • Contracts

  • Approved Variations

  • Material Items (this shows only if materials are part of the contract)

Clicking on any of the blue links will open up the relevant form e.g. the Contract, the Subcontractor Variation etc.

Claim History

The claim history shows claims that have been created against this contract outlining:

  • Claim Reference No. / Link (click on the link to open up the claim)

  • Revised Contract Sum

  • % Complete

  • Value Completed to Date

  • Total Retention Held

  • Total Certified to Date (what has been approved)

  • Claimed Amount

  • Retention Amount

  • Net Claim Amount

  • Status

  • Payment Certificate Link (click on the link to open up the PPC)

Filter Control Sheet by Contract 

When configured by your Administrator you will see a Contract column on the Control Sheet that displays the contract per row. You can also filter by this column.

Forced Selection of Contract

You must select a Contract when creating Trade Reserves, Contingencies and Uncommitted Forecasts, and associate the new form to the budget line of the Contract.

Correspondence Tab

The correspondence tab shows all the correspondence where the company you are viewing (in this example Flanders Temporary Fencing) is either the Author or in the Action or Info section of a form. (This does not include forms that are in the DRAFT status).

For example, if "Contractor 1" (Flanders Temporary Fencing) issues a form to "Company A" (PBS which is the HC (owner of the budget)) with a user (from Company A) or Company A addressed either in the Action or Info section of the form, then it appears in Contractor 1’s Correspondence tab in control sheet.

For example, if "Contractor 1" (Flanders Temporary Fencing) issues a form to "Company B" (Civil Consultant) with a user from Company B or Company B addressed either in the Action or Info section of the form, then it would appear in both Contractor 1’s and Company B’s Correspondence tab in control sheet. Why? Because both Contractor 1 and Company B have contracts with Company A (owner of the budget).