SUPPORT CENTER
Projects
The Projects tab offers a portfolio view of all your sites. These are organized at the top of the page by client. You can select a client and project, then scroll down the page to view more information about that particular project site.
Once you select a site, you will be able to see all of the project information related to that site.
- On the SolarGrade.io top menu, navigate to the Projects tab
- Select ADD PROJECT
- 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 inspection in order to access both the project information and inspection information
- Click SAVE
You will then be prompted to upload project drawings. To georeference these drawings, click here.
- 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 green and red pins to opposite sides of the drawing and Google Maps view of the site
- For example:
- Drag the green pin to the top right corner of the site in both the map and the layout
- Drag the red 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 red and green 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
- On the SolarGrade.io top menu, navigate to the Projects tab
- Select the associated client
- Select the Project to be edited
- Click the pencil symbol on the far right of the project line
- 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 inspection 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 inspection has a PROGRESS TRACKING section at the top of the page, just above the GENERATE REPORT button. When your team works on an inspection, they can select the desired progress tracker for that particular inspection and input the appropriate values.
- For example, if you installed 1,000 modules over the course of an inspection, 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.
- On the SolarGrade.io top menu, navigate to the Projects tab
- Select the associated client
- Select the Project to be deleted
- Click the trashcan symbol on the far right of the project line
- Click CONFIRM
To archive a project:
- On the SolarGrade.io top menu, navigate to the Projects tab
- Select the associated client
- Select the Project to be archived
- Click the square symbol with a downward arrow on the far right of the project line
To unarchive a project:
- On the SolarGrade.io top menu, navigate to the Projects tab
- Select the toggle at the top of the page to view ARCHIVED PROJECTS
- Select the associated client
- Select the Project to be archived
- Click the faded square symbol with a downward arrow on the far right of the project line
Projects can be shared between spaces. 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 space owner needs to find their space code. To find this, they need to first:
- Select their profile in the top right corner
- In their space tile, there is a copy icon next to a slug
- Select the copy icon
- Send the space code to the Host owner
- Host owner navigates to their project page
- They select the share icon next to the edit button
- Paste the Guest space code into the field
- Select SHARE
- The Guest owner receives an email to accept the invitation to the Host’s project
- The Guest owner must accept the invitation
- Now, both the Host and Guest can see which of their projects are shared with other spaces. Guests will see an arrow next to the project name
- The Guest owner must open up the editing field for the shared project
- The Guest owner must scroll to the bottom of the editing page to the add themselves 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 space to work on this project
Adding Inspections to Shared Projects
To add inspections to shared projects, there are two methods. In both instances, whoever creates the project can only choose from templates within their space, not the other person’s space.
- If the Host creates the inspection:
- They choose from a template in their space
- Within the inspection, there is a field at the top of the page called INSPECTION OWNER. The Host can change this field from their own space to the Guest’s space
- If the Guest creates the inspection:
- They choose from a template in their space
- The Host can only see this inspection as a read-only inspection
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 space you wish to revoke access
- The system will copy the project and accessible inspections so that no one loses any data. However, users are unable to join project sharing again