Scheduling
How does ControlBoard® manage the company's pick lists?
ControlBoard keeps the company’s pick lists in one place: units of measure, cost units, document types, standard
items, cost types, job statuses, job types and booking statuses. Administrators and managers name values in the
company’s own words and set defaults, colors and sort order. Each status also says what it means to the system, such
as whether a job status counts as open or completed. A company with subsidiaries can let each one keep its own values
beside the company’s, and no name appears twice. Values in use are turned off, not deleted, and lists load from a
spreadsheet.
What you can do with it
- Manage the company's pick lists
- Colour values and choose where they apply
- Load values from a spreadsheet
Used by: administrators, managers
More about scheduling in ControlBoard
Already a customer? The step-by-step is in Help inside ControlBoard.
Updated
Common questions
Can we use our own job statuses?
Yes. Job statuses are your company’s own words, such as awarded or punch list. Each one says whether it counts as
open, completed or cancelled, so ControlBoard knows when a job’s plan should freeze. A subsidiary with its own
statuses can have its own default.
Can subsidiaries keep their own pick lists?
Yes, for document types, stop purposes, job statuses and job types, when the company allows it. Units, cost units,
cost types, standard items and booking statuses stay company-wide. A manager adds values for their own subsidiary
and sees the company’s read-only.
Can we control who sees each document type?
Yes. A document type can say which records it is for and who may see it. It can also let a person read those
documents on their own record, such as their own certificates.
Related answers
How does ControlBoard® keep a company's schedule activities consistent?How does ControlBoard® let us set it up for the way our company works?How does ControlBoard® let us add our own fields to jobs and resources?How does ControlBoard® organize a company into divisions?How does ControlBoard® keep track of our employees, equipment and other resources?How does ControlBoard® let us choose the filters each screen offers?