BlueCollar Projects requires several system-wide configuration steps before any project work can begin. These settings control how GL accounts map to project cost types, how cost codes organize work activities, what permissions users have across BlueCollar's UIs, and how transaction forms are structured for contracts and billing.
Setup is performed by an Administrator and should be completed before creating projects, contracts, or budgets. The order below follows the recommended implementation sequence.
| Requirement | Details |
|---|---|
| NetSuite environment | A provisioned NetSuite account (Production or Sandbox) with the BlueCollar Projects bundle installed. |
| Administrator role | Access to Customization, Accounting, and the BlueCollar menu. |
| Chart of accounts | A basic chart of accounts should already exist. |
| Units of Measure | At least one UOM record must exist to be designated as the "Lump Sum" UOM in Global Preferences. |
| Accounting Preferences | Under Setup → Accounting → Accounting Preferences → Items/Transactions, define the account to associate with the Contract/SOV record at the bottom of the list before navigating away. |
The BlueCollar bundle depends on these NetSuite features being enabled (Setup → Company → Enable Features): Departments, Workflow, Accounts Receivable, Accounts Payable, Custom Segments, Custom Records, Custom Transactions, Time Tracking, Server-Side Scripting (SuiteScript), Sales Orders, Purchase Orders, Classes, Subsidiaries, Accounting, Accounting Periods, Multiple Prices, and Units of Measure.
Depending on which modules you use, these optional features may also be needed: Locations, Advanced Printing, CRM, Inventory, Multi-Location Inventory, Approval Routing, Billing Classes, Expense Reports, Invoice Groups, and others.
Work through these in order — each links to its detailed page:
A few setup steps are documented alongside their topics: