Support Center

You can import pretty much anything from a spreadsheet into ControlBoard. The following templates should help you. They include comments for any fields whose values you may be in doubt about. Required fields are in red.

Basic entities:
Companies
Subcontractors
Jobs
Equipment
Employees
Material

Support entities:
Allocations
Attachments
Cost Codes
Job Costs
Job Activities
Time Entries
Production Quantities
Rates

In Chrome you can choose whether PDF files (reports usually pdf files) like so:

Open the Chrome menu by clicking the three dots in the top-right corner. Click Settings. Open the Privacy and security menu. Select Site Settings. Scroll down and click Additional content settings. Click PDF documents. Select "Open PDFs in Chrome"

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You can do the same thing in Firefox:

Open the Firefox menu by clicking the three dots in the top-right corner. Click Settings. Scroll down to Applications and set Portable Document Format (PDF) to "Open in Firefox"

Other browsers will have different places to set this. Feel free to post how-to's in the comments.