Skip to content
Brand Logo

Support Center
  1. Home
  2. Help

Help

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

16 Topics 19 Posts

Subcategories

  • 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.

    Procore
    3 Topics
    4 Posts
    Q

    ControlBoard® can post the allocations in a specified job to your google workplace calendar.

    0d9acb4c-f8f9-4cf3-932a-5d83d128ca2d-image.png

    We were asked to do this so folks could share a time off calendar wiith their company. We're excited to hear about what other uses you might come up with.

    Aside from specifying the job and the calendar in the ControlBoard® admin, you have to share your calendar with the following email address:

    controlboard-calendarbot@api-project-630491316919.iam.gserviceaccount.com

    This is done from your calendar settings page:

    38909253-3d2f-46a3-861a-3dc65acbda68-image.png

    If you have google workplace in addition to an gmail account your administrator might need to enable external collaborators to change calendars:

    7b945dee-adb9-40dc-8cd3-b64ceae2e8dd-image.png

    In the admin page you need to specify the calendar id and the job who's allocations you want to post there.

$(document).ready(function () { app.coldLoad(); }); }