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Official materials that will help you get the most out of ControlBoard®.

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  • 1 Topics
    1 Posts
    A

    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
    Employees
    Equipment
    Jobs
    Material
    Subcontractors

    Support entities:
    Allocations
    Attachments
    Contacts
    Cost Codes
    Forecasts
    Job Activities
    Job Costs
    Production Quantities
    Resource Types
    Time Entries
    Timed Lookups

    Other:
    Import Service Installer

  • 3 Topics
    1 Posts
    W

    When putting in the job# it will not let me take it from the job list to the schedule. It gives me a circle with a line through it like it cant be done. It can be. This has happened several times in the past. I have logged out and logged back in and only time helps. Well I dont have time, I need to get the schedule out.

  • 2 Topics
    2 Posts
    No new posts.

  • Resources are what you shedule in ControlBoard®. They include employees, equipment, crews, sub-contractors, and more.

    2 Topics
    2 Posts
    Q

  • 2 Topics
    6 Posts
    Q

    @HerbertH We dealt with this via email. Apologies for missing the message originally, notifications were screwed up.

  • 3 Topics
    3 Posts
    Q

  • Information on how ControlBoard® integrates with systems like Sage Intacct, Procore, HCSS, etc.

    2 Topics
    3 Posts
    C

    Testing testing

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