Projects

1. How to Use 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).

Reports

This is an aggregation of all reports for the project. It is filterable by date, title, scope, and issues. You can access the report directly by clicking the VIEW REPORT button. You can download directly to PDF by clicking the downward arrow. You can share the report by selecting the share icon. You can delete the report by selecting the delete icon.

Issue Summary

This is a summary of all issues created for the selected project. It is filterable by issue title, site visit, status (open/closed), site visit section and category, severity, occurrence value, date, and associated team member. You can also export this table to csv for more details and analytics.

Photos

The photos tab is a quick access to the photo repository for each site visit. Simply click into the site visit you wish to explore and use the filters (section, category, status, severity, date, team member) to navigate to that part of the report to find the photo you're looking for.

Site Visits

This is a log of all site visits both past and upcoming. It is in a table format to increase at-a-glance visibility and allow for filtering. Filtering options include title, associated work order, last sync date, site visit date, assigned team members, scope, fails, passes, and progress.

To enter a site visit, click the hyperlinked title.

Drawing Set

This is where you can view all of the uploaded PDF drawings you have and georeference new drawings.

Work Orders

This page aggregates all of the work orders for that particular project. The table functions the same as the table in the planner feature. You can update statuses, change dates, scopes, team members, and enter the work order straight from the page.

You can also filter by work order title, scope, dates, status, team, and budget.

2. Adding a Project

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. 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)
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.

3. Georeferencing a Project

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
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

4. Editing a Project

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

5. Using Progress Tracking

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.

6. Deleting a Project

7. Archiving / Unarchiving a Project

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

8. Bulk Download Photos

9. Project Sharing and Vendor Management

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

10. Adding Team Members to a Project

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

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