The BlueCollar Projects Application is specifically designed for the needs of the construction industry.
The Project record is a custom segment and so is reportable across all financial reporting. A typical project consists of a Project record where basic information is stored, a budget consisting of combinations of Cost Codes and Cost Types, and a Contract in the form of a Sales Order.
From here Invoices are generated against the Contract and costs are applied against the budget in the form of applicable transaction types such as Vendor Bills, Journal Entries, Expense Reports, Credit Cards, etc.
Opportunities and Quotes are supported as part of the project flow but are not required. Further, a Project can be created at any point through Contract creation although most users create the Project first and then the Contract subsequently from the Project record.
Unlike Opportunities, Quotes, and Contracts the Project must be created before a Budget can be. Likewise, Budgets must be created before Job Costs can be applied.
Projects can be created by navigating to BlueCollar -> Projects -> BlueCollar Project -> New
By default the following fields are available on the Project record:
| Field (**Required) | Description |
| **Project Name | Freeform Project Name (This is the value that the project is coded to for all transactions and reporting) |
| Project Number | Freeform Project Number |
| **Customer | Select Customer |
| Project Manager | Select Project Manager (if known at this time, may be added later) |
| Contract Date | Date Contract Starts (This is used as the Contract Date on AIA forms if applicable) |
| **Subsidiary | The Subsidiary will default from the selected Customer. Save the Segment |
| Contract / SOV | Associate an Existing Contract OR when you create a contract from the Project this will auto populate |
Users can add additional fields, sublists, child records, etc. that they might find helpful in managing their projects. To learn more about customizing the BlueCollar Project record see Customizing The BlueCollar Project Record