Getting Started

Congratulations on taking a huge step to streamline and automate your projects by adopting Bluerithm. Bluerithm will be a game changer for your teams when it comes to improving efficiency and repeatability with complex and detail-intensive workflows. Here's a guide to understanding and getting started with Bluerithm.

Structure of a Bluerithm Project

The structure of a Bluerithm project is based on flexible building blocks that are used to create simple or complex workflows and projects. The key entity types are:

  • The Project
  • Equipment
  • Work
  • Issues


To drive standardization and efficient project setup, having good templates in place is key. Here's an overview of the common template content you'll want to have in place.

Bluerithm has templates available to import into your account to use, but you will likely have your own custom forms and checklists. If they haven’t already been set up in template projects (either by us, or by you), we can help with that. We can even create your entire library of custom templates based on your existing forms and workflows. Starting from template content makes setting up new projects very easy. If you would like assistance setting up your template libraries, please contact support.

This article about project setup highlights how templates make project setup easy and fast, drive standardization, and improve repeatability.

Your project templates can include all the work you normally perform on your projects, like:

  • Design phase activities
  • Project milestones
  • RFI's
  • Safety reports and workflows
  • Document requests and tracking
  • TAB plan, IAQ plan
  • LEED process checklists
  • Various installation and QA/QC check-sheets 
  • ITR's
  • Loop checks
  • ASHRAE five-level commissioning forms
  • Functional testing forms
  • Integrated systems forms
  • Systems manual requirements

Project setup

The project setup article covers the setup process and how to take full advantage of equipment type, work, and report templates.

Support and learning

You can find extensive documentation about Bluerithm in this knowledge base. The knowledge base is also available in the help widget in the lower right of the Bluerithm web app.

Tip: Click on the title of an article to open a full-page view.

The help widget also gives an easy way to contact our support team.

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