Project Dashboard

The dashboard contains a list of all projects within your company. The default list view displays only projects owned by the user currently logged in.

Projects exist in one of two states: Active or Archived with active projects being listed in the default view.

The essence of a project is to define the PV system’s location and act as a filing system for all the predictions associated with its energy analysis. Projects can also be displayed in a map view.

Project Dashboard Overview

HELP VIDEO Project Dashboard

Key Terms

Map Redirects the user to a map view with the selected project centered in the window. All other nearby projects will be displayed as well.
CloneCloning a project will copy the project along with all of its associated predictions. All predictions will revert to Draft-Private.
Export Exports the project into a CSV format as well as all associated predictions.
Delete Deletes the project as well as all associated predictions.

Creating Projects

Creating a new project can be done by using the (+) New Asset in the application header bar or by clicking Create New Project from the project dashboard view.

A new screen will appear where you can define your project details.

The project location can be selected by dragging a pin on the Map, entering the locality, or by defining the exact latitude and longitude.

HELP VIDEO Create Projects

Change Status

Project Change Status

Changing a project status can be done by using the Change Status link displayed below the project name.

This will open a change status dialog screen where you can select and review files you want to change, select the desired status, including any change notes, and confirm the change(s).

HELP VIDEO Project Change Status

Status Labels

Indicates a project that is currently relevant and exposed in the default list view

Indicates a project that is no longer relevant to the business and is not exposed in the default list view.

Error Messaging

  • Notice: Used to alert users to maintenance events and simulation running statuses which are located at the top of the application.

  • Error: Used to indicate an improper action that requires correction to proceed.

  • Warning: Used to indicate a situation where the user may want to reconsider an action.