SUPPORT CENTER
Projects
All project pages are organized as a folio.
On the left side bar is the general information about the site. This includes the name, client, address, site access instructions, an open issue summary, and the commercial operation date.
The rest of the information regarding the project is organized using the tabs just under the SolarGrade top menu. We've outlined each tab below.
Project Details
This is where all of details of your project live. This includes:
- System information (system type, DC and AC size, ESS energy capacity, ESS max discharge rate)
- System design (voltage, modules per string, combiner boxes)
- Modules (make, model, power, quantity)
- Inverters (make, model, power, AC nominal voltage, quantity)
- Racking (type, make/model, tilt, azimuth)
- Progress tracking
Team members
These are all of the team members associated with this project. They are organized based on user role (admin, manager, inspector).
- From the dashboard, select the ADD PROJECT button in the top right corner
- Then ADD NEW PROJECT
- Add name, location (by address or coordinates), and client (from database or add a new one)
- Add system information and system design from your records
- Add modules and inverters (central, string, and microinverters)
- Start typing in the make and model and the rest of the information will pull from the CEC database
- To add more than one module or inverter type, select the + icon to the right of the category header
- The quantity is calculated based on system size. To edit this value, you will need to: select the + icon as if you are going to add another module/inverter type, change the quantity of the original module/inverter type, click the — icon to delete the additional module/inverter type.
- Add racking and energy storage information (these values do not autopopulate)
- Assign project to your team
- PLEASE NOTE: inspectors need to be assigned to both the project and the site visit in order to access both the project information and site visit information
- Click SAVE
You will then be prompted to upload project drawings. To georeference these drawings, click here.
To edit your project drawings, you can either click the EDIT DRAWINGS button on the top right corner of the "Drawings" tab.
- Click ADD DRAWINGS and select the drawing files you wish to upload
- Note: we recommend you link to all drawings, but only upload 10 drawings for optimized use
- Click ADD DRAWINGS again to upload the drawings
- Select the drawing you wish to use for georeferencing. You can rotate these drawings by hovering over the page you wish to edit and selecting the rotate icon in the top right corner of the page
- Crop the drawing to include only the layout of the site
- Move the blue and yellow pins to opposite sides of the drawing and Google Maps view of the site
- For example:
- Drag the blue pin to the top right corner of the site in both the map and the layout
- Drag the yellow pin to the bottom left corner of the site in both the map and the layout
- For example:
- If preferred, you can use the exact coordinates of select areas of your site and input them in the fields below the Google Maps view for the coordinates of the blue and yellow pins. This is most helpful in large utility scale sites that are in construction (and therefore not accurately reflected in Google Maps).
- Select MATCH
- Make adjustments if necessary
- Click READY
- Name the georeferenced layout
- Select DONE
To edit a project, you can either click the EDIT PROJECT button on the top right corner of the "Project Details" tab.
Another way to do it is by:
- Locating the 3 vertical dots at the top right corner of the side panel
- Click the pencil icon
- Make any necessary changes to the project information
- Click SAVE
You can edit a project from the dashboard by:
- Select the 3 vertical dots on the right side of the project line
- Click the pencil icon
- Make any necessary changes to the project information
- Click SAVE
- Navigate to the PROJECTS tab
- Select the project you want to edit
- Scroll down through the project information until you see the PROGRESS TRACKING section header (if you reach the site visit log, you’ve gone too far)
- Select the ADD PROJECT TRACKER button
- Input the name of the item you want to track (it could be modules, inverters, gremlins, piles, etc.)
- Input the target quantity (this is the total number or your goal)
- Every site visit has a PROGRESS TRACKING section at the top of the page, just above the GENERATE REPORT button. When your team works on an site visit, they can select the desired progress tracker for that particular site visit and input the appropriate values.
- For example, if you installed 1,000 modules over the course of an site visit, you would input 1,000. The 1,000 modules installed during this site visit are then added to the cumulative amount for this particular project.
- When you publish a report, this data can be accessed within the report as line graphs. It can also be found on the PROJECT page for an at-a-glance view of the activity’s progress.
- From the dashboard, you can either:
- Select the 3 vertical dots on the right side of the project line, OR
- Navigate to the relevant project
- In the left side panel, locate the 3 vertical dots at the top right corner of the side panel
- Click the trashcan icon
- Click CONFIRM
To archive a project:
- From the dashboard, you can either:
- Select the 3 vertical dots on the right side of the project line, OR
- Navigate to the relevant project
- In the left side panel, locate the 3 vertical dots at the top right corner of the side panel
- Click the square symbol with a downward arrow
To unarchive a project:
- From the dashboard, select the toggle at the top of the page to view archived projects
- From the dashboard, you can either:
- Select the 3 vertical dots on the right side of the project line, OR
- Navigate to the relevant project
- In the left side panel, locate the 3 vertical dots at the top right corner of the side panel
- Click the faded square symbol with a downward arrow on the far right of the project line
You can bulk download photos from various site visits by:
- Navigating to the "Photos" tab within a project
- Locating the site visit you want to download from
- Select the DOWNLOAD PHOTOS button
- This will download all your photos into a .zip file and rename them according to their location within the site visit.
Projects can be shared between accounts. This means that multiple companies and subcontractors can work on the same project and keep all the information organized and in one place. Note: this feature is only available for enterprise users.
Enabling Project Sharing
For instructions, the two companies will be labeled as the host company and the guest company.
- Guest account owner needs to find their account code. To find this, they need to first:
- Select their profile in the top right corner
- In their account tile, there is a copy icon next to a slug
- Select the copy icon
- Send the account code to the Host owner
- Host owner navigates to their dashboard
- Host owner searches for the project in the project table
- Host owner selects the 3 vertical dots on the far right of that project line item
- Host owner selects "share with space"
- Host owner pastes the Guest account code into the field
- Host owner selects SHARE
- Guest owner receives an email to accept the invitation to the Host’s project
- Guest owner must accept the invitation
- Now, both the Host and Guest can see which of their projects are shared with other accounts. Guests will see an arrow next to the project name
- Guest owner must open up the editing field for the shared project
- Guest owner must scroll to the bottom of the editing page to the add themselves to the project and any other team members to the project. They will only see the Host owner’s name and not any other users from the Host company
- Once the Guest owner adds his or herself to the shared project, select SAVE
- At the project page, there will now be an icon of a man with a + sign next to him. Select this and add additional users from the Guest account to work on this project
Adding Site Visits to Shared Projects
To add site visits to shared projects, there are two methods. In both instances, whoever creates the project can only choose from templates within their account, not the other person’s account.
- If the Host creates the site visit:
- They choose from a template in their account
- Within the site visit, there is a field at the top of the page called SITE VISIT OWNER. The Host can change this field from their own account to the Guest’s account
- If the Guest creates the site visit:
- They choose from a template in their account
- The Host can only see this site visit as a read-only site visit
Ending Project Sharing
- To end sharing, the Host must first navigate to the projects page
- Select the share icon for that particular project
- Select the trashcan icon for the account you wish to revoke access
- The system will copy the project and accessible site visits so that no one loses any data. However, users are unable to join project sharing again