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 contact (from database or add a new one)
  • These are the only required fields
  • You only need a primary contact in order to create the project
• Add a project ID if you have an internal naming system
• Add system information and system design from your records
• Add modules and inverters (central, string, and microinverters)
  • Use the dropdown menu to select the make and model or manually add your own 
  • 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. However, you can edit this value to reflect your drawings
• Add racking
  • To add more than one racking type by selecting the + icon
  • To add more than one tilt or azimuth, simply enter a comma after the first value
• Add energy storage information (these values do not autopopulate)
• Add any external links that you wish to be associated with the project
  • These will turn into buttons on the project page
• Add a project status
  • The options are Development, Pre-Construction, Construction, Commissioning & Energization, Operational, Systemic Remediation, Decommissioned​
• 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 red and yellow pins to opposite sides of the drawing and Google Maps view of the site
  • For example:
    • Drag the red 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
• 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.

There are two ways to perform this action. 

Option 1

This option is better for adding multiple people to one project.

• Go to the project you wish to assign the team member to
• Select the Team Members tab
• Click the EDIT button
• Select the + icon
• Add the team member in your account

Option 2

This option is better for adding one user to many projects.

• Navigate to the Teams tab
• Find the team member you wish to add to projects
• Click the projects displayed in the "Associated Projects" column
  • This will open up an editing window
• Select the "Add to Projects" button
• Use the dropdown menu to select all projects you wish to assign the team member to
• Select ADD

SolarGrade allows you to export all of your project detail information to .csv file. To do this:

• Navigate to the dashboard
• Select the EXPORT PROJECTS button located at the top right of the projects table
• Select the projects you wish to export
• Select GENERATE CSV

Users have the ability to add multiple contacts to a project. These Contacts replace the Client field. 

You can add contacts to a project in the same editing form for projects that you would add or change a client. Only now, you can add more than one and assign them roles (asset owner, EPC, O&M, etc). 

This makes for easier reporting when each of those contacts are available as an option to send reports. 

A few notes: 

• All projects need a primary contact. We recommend using the company that you are invoicing for your work.

• Note: all existing clients are categorized as "Other" for their role.