| Setting | Description |
| OVER BILLINGS ACCOUNT | Only Needed if using the BlueCollar Revenue Recognition Feature. Account to ensure proper Revenue Recognition, if Billed Revenue (billings net of retainage) exceeds Earned Revenue (Contract Revenue earned in proportion to % of cost complete) the excess is a liability that gets posted to the account selected here. This account will be 0 upon project completion. Note: The deficit will check the Over Billing account and ensure the proper balance is maintained. A balance will only exist in the Overbillings Account or Underbilling’s Account per project, never both. |
| UNDER BILLINGS ACCOUNT | Only Needed if using the BlueCollar Revenue Recognition Feature. Account to ensure proper Revenue Recognition, if Earned Revenue (Contract Revenue earned in proportion to % of cost complete) exceeds Billed Revenue (billings net of retainage) the excess is an asset that gets posted to the account selected here. This account will be 0 upon project completion. Note: The deficit will check the Under Billing account and ensure the proper balance is maintained. A balance will only exist in the Overbillings Account or Underbilling’s Account per project, never both. |
| REVENUE RECOGNITION ACCOUNT | Only Needed if using the BlueCollar Revenue Recognition Feature. Define the account you want to credit when running revenue recognition journals. Frequently an account is designated specifically for this purpose as an ‘accrued revenue’ account. The benefit of having this type of account is the ability to see what Over/Under Billings is based on the balance of this account – if negative then you’re over billed; if positive then you’re under billed. |
| SUBCONTRACTOR RETAINAGE ACCOUNT | If an account has the Subcontract Management module enabled then this account can be used to define the credit impact of Subcontract Retainage withheld from Subcontractor Invoices. |
| LUMP SUM UNIT OF MEASURE | This maps to base UOM in NetSuite, it impacts how billing amount is calculated when the Quantity is set (The quantity is treated as a % for a Lump Sum (LS) UOM, it’s treated as a Unit for all other UOMs) Note: Change Order to lump sum UOM is total dollar, if non-Lump Sum, the Qty is changed (rate stays the same) Defining the Unit of Measure that is understood by BlueCollar to be Lump Sum will impact the way that various controls and user interfaces react to user inputs. For example, if a line on a contract is a lump sum unit of measure, then projections are not allowed in the unit's field; billing is understood to be % billed when entered as a whole number in the billing UI; and Changing Units through the change order process is not allowed. Conversely, non-lump sum unit of measure items are able to be projected by the unit; billed by the unit (as opposed to %); and change orders to update unit quantities is allowed. |
| DEFAULT DOCUMENTS FOLDER ID | Internal Use Only |
| RENDER BUDGET APP | Internal Use Only |
| RENDER BILLING APP | Internal Use Only |
| RENDER CONTRACT APP | Internal Use Only |
| RENDER REVENUE WIP APP | Internal Use Only |
| RENDER CHANGE REQUEST FORM APP | Internal Use Only |
| RENDER CHANGE REQUEST LIST APP | Internal Use Only |
| RENDER SCHEDULING APP | Internal Use Only |
| RENDER MATERIALS APP | Internal Use Only |
| RENDER SUBCONTRACT LIST UI | Internal Use Only |
| RENDER SUBCONTRACT BILLING UI | Internal Use Only |
| ENABLE LABOR JOB COSTING | This box can be checked to enable standard project labor costing. Reach out to your BlueCollar representative for more information. |
| POST COST TO ALL TIME ENTRIES | When this feature is enabled, amounts are posted across all employees with rate templates associated regardless of whether they were coded to a BlueCollar Project or not. If left unchecked journals will be created for BlueCollar projects only. |
| FIRST DAY OF THE WEEK FOR OVERTIME CALCULATION | In order to calculate OT/DT a first day of the week must be defined. |
| PROJECT LOCATIONS | This is used for T&M Billing Inventory rules. Inventory Items received from a Transfer Order to a Project Location defined in this list are able to be matched against T&M Billing Material rules. |
| EXCLUDE CONTRACT RETAINAGE FROM ACTUAL COST | For certain users such as developers who are submitting draw requests to banks, etc. Because they are submitting requests for funds to cover real expenses, they don’t have a need to view retainage payable as an expense that immediately needs cash to cover. This option doesn’t count Subcontract Retainage in Actual Cost for this purpose. |
| DO NOT BILL $0 LINES WHEN INVOICING | By default NetSuite and BlueCollar will include all lines from the SO on Invoices. This option may be useful if mistakes are made frequently such as billing the wrong line or meaning to bill a line and not doing so, since if the line doesn’t exist on the Invoice it can’t be edited. To include ONLY lines that are billed, select this option. |
| ENABLE PROJECT SHIPPING ADDRESS | When this option is selected addresses designated as “Default Ship-To” in a Project Address list will be populated on all SOs related to the project. |
| SET 100% COMPLETE AT $0 PROJECTED ESTIMATE | Some users have projects that have revenue but no cost. If a project has no projected estimate, then by default it will be understood as 0% complete. When this option is enabled however, a $0 projected estimate is understood as being 100% complete. |
| GROUP AIA G702 AND G703 IN ONE PDF | When this option is enabled G702 and G703 AIA docs print as one PDF on the Invoice record. |
| DEFAULT CONTRACT FORM | The Sales Order form that defaults when the Create Contract button is selected from a Project record. Use this to point the Create Contract action at your BlueCollar contract form. |
| DEFAULT SALES ORDER FORM | The Sales Order form that defaults when users create Sales Orders from the T&M Billing screen. |
| DISABLE OVER TIME CALCULATIONS | When checked, BlueCollar does not run OT/DT calculations. Use this when a customer does not need overtime/double-time cost allocation. (When overtime is being calculated, set the FIRST DAY OF THE WEEK FOR OVERTIME CALCULATION above so the work week is defined.) |
| AUTOMATICALLY PROCESS LABOR COSTING JE | When checked, labor costing journal entries are created automatically on a schedule rather than requiring the labor costing tool to be run manually. |
| INCLUDE INVENTORY COMMITTED COST | When checked, inventory items on purchase orders — including Special Order and Drop Ship purchase orders — that are associated with a project contribute to the project's committed costs. |
| AUTO-CREATE DROP SHIP INVENTORY BUDGET LINE | When checked, a budget line is automatically created against dropship inventory committed cost so that drop-shipped inventory is reflected in the project budget. |
| OVERRIDE CREDIT SEGMENTS | When checked, the credit lines on the Resource Cost Journal (Department, Class, Location, and any custom segments) inherit their values from the related time entry. If the time entry does not have a value, the segment value from the Resource Rate Template is used instead. |
| COPY BUDGET BY DEFAULT | When checked, budget items are copied by default when a project is copied using the Project Copy operation. |
| ENABLE PROJECT SUBSIDIARY CURRENCY KPIS | Enables currency conversion for project KPIs when working in multi-subsidiary, multi-currency environments. Affects the WIP Report, Revenue Recognition, and Budget applications. |
| ENABLE (PERIOD-LOCKED) REVENUE RECOGNITION | When checked, the Revenue Recognition screen opens with the Through Date set to the last day of the current accounting period and the period filter pre-selected to match. Changing the Through Date snaps it to the last day of the period that contains the selected date, and the period filter follows. When you click Recognize, a confirmation dialog lets you edit the journal date before posting, and the journal's posting period follows the chosen date. When unchecked, the Through Date defaults to today and the period filter is independent. |
| BYO AIA G701 TEMPLATE | Upload your own branded AIA G701 (Change Order) document template to use in place of the BlueCollar default. |
| BYO AIA G702 TEMPLATE | Upload your own branded AIA G702 (Application and Certificate for Payment) template to use in place of the BlueCollar default. |
| BYO AIA G703 TEMPLATE | Upload your own branded AIA G703 (Continuation Sheet) template to use in place of the BlueCollar default. |
| BYO AIA G703 TABLE TEMPLATE | Upload your own template for the G703 table section to use in place of the BlueCollar default. |