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: : 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.
- Go to Tools > Setup > General setup > Project > Control templates.
- Under the Result control tab, click on
.
- For each control template, define:
- 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.
- A name: indicates the profile allocated to the template.
- 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.
- Save.
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