Install & configure
Project Storage is delivered as part of File Storage — there is no separate install. This page covers the small amount of additional configuration needed to switch on the project-aware surfaces.
Prerequisites
Before you can use the project-aware Files subtab and the plan files surface, you need:
- Portal installed and registered against the account — see Portal
- File Storage installed — see File Storage install & configure
- Project Financials installed (only required if you intend to use plan files)
- The Jobs NetSuite feature enabled (under Setup → Company → Enable Features → Company)
Switching on the Files subtab
The Files subtab is automatically rendered on every Job record once File Storage is installed and the Jobs feature is enabled. There is no separate configuration step — the subtab appears, populated with any files attached to records linked to the project.
If the Files subtab is not appearing on Job records, check:
- File Storage is fully installed and the post-deploy scripts completed successfully.
- The role you're logged in with has File Storage permissions (see File Storage permissions).
- The Jobs feature is enabled.
Switching on plan files
Plan files are delivered by Project Financials, not File Storage directly. Their setup is documented in the Project Financials section — see Project Financials — and Project Storage simply provides the underlying document storage layer.
Author input needed
A dedicated walkthrough for plan files configuration belongs in the Project Financials section once a master spec section is written. Today, plan files are administered through Project Financials' plan records.
What success looks like
- Opening any Job record shows a Files subtab populated with documents attached anywhere within the project, grouped by category.
- Uploading a file from within the Files subtab places it in the right S3 location (under the project) and it appears immediately in the list.