: : Defining Control Templates

Control templates allow you to define responsibility profiles that you can afterward allocate to users-employees linked to a project. You create as many control templates as you want.

  1. Go to Tools > Setup > General setup > Project > Control templates.
  2. Under the Result control tab, click on .
  3. For each control template, define:
    1. A type:
      • Control per project: applies only to employees allocated to the projects. It is used for managers and their projects. E.g. Sales manager.
      • Cross-cutting control: applies to employees associated to this template without being necessary to associate them with projects. It is used for managers to get a transverse view.
    2. A name: indicates the profile allocated to the template.
    3. A set of controls: allows you to choose the controls that will be performed once the Selection box is checked in front of the relevant rule.
  4. Save.