# Project Settings

## Purpose of This Page <a href="#purpose-of-this-page" id="purpose-of-this-page"></a>

The Project Settings page allows you to define **reusable cost and package configurations** before creating individual projects.

By preparing these configurations in advance, you can:

* Speed up project creation
* Maintain consistent pricing and margins
* Standardize proposal structure and system offerings
* Reduce manual cost entry and errors

Project Settings consist of two main sections:

* **Preset Cost Settings**
* **Package Settings**
* **Tariff Settings**

The Project Settings page allows you to define the structural, commercial, and financial foundations of your projects.

By configuring these elements in advance, you can:

* Standardize pricing and system logic
* Reduce manual configuration during project creation
* Ensure financial calculation accuracy
* Standardize proposal structure and system offerings
* Maintain consistency across teams and regions

This page centralizes all reusable configurations that directly impact cost calculation, proposal generation, and financial modeling.

## What You Can Do Here <a href="#what-you-can-do-here" id="what-you-can-do-here"></a>

On the Project Settings page, you can:

* Create and manage **Preset Cost** configurations
* Define and maintain **Main Packages** for different grid connection types
* Create and manage **Add-on Packages** such as batteries, heat pumps, EV chargers
* Configure **Tariffs**
* Standardize pricing logic, margins, discounts, and VAT behavior
* Ensure financial calculations reflect real-world tariff structures
* Maintain consistency across all new projects

## Page Structure <a href="#page-structure" id="page-structure"></a>

Project Settings consists of three main sections:

* **Tariff Settings**
* **Preset Cost Settings**
* **Package Settings**

Each section controls a different layer of project standardization.

### Tariff Settings <a href="#utility-tariffs" id="utility-tariffs"></a>

The tariffs settings page defines how grid electricity is priced and how financial calculations are performed within projects.

Every financial output depends on the tariff configuration.

#### What It Controls <a href="#what-it-controls" id="what-it-controls"></a>

* **Fixed charges & minimum bill rules** - Monthly base fees and minimum payment enforcement
* **Energy rates** - Tiered (block) pricing and Time-of-Use (TOU) schedules based on consumption level or time period
* **Demand charges** - Peak power–based billing calculations
* **Solar compensation** - Net Metering or Net Billing mechanisms for exported energy
* **Taxes & adjustments** - VAT application and multi-year inflation assumptions

#### Why It Matters <a href="#why-it-matters" id="why-it-matters"></a>

Tariffs directly affect:

* Pre-solar and post-solar bills
* Energy export compensation
* Savings calculations
* Payback period
* Long-term financial projections

Accurate tariff configuration ensures feasibility results reflect real grid conditions and regulatory environments.

### Preset Cost Settings <a href="#preset-cost-settings" id="preset-cost-settings"></a>

Preset Cost Settings allow you to create reusable cost templates that automatically populate the **Bill of Materials (BoM)** when applied to a project.

#### What It Controls <a href="#what-it-controls" id="what-it-controls"></a>

* Recurring cost items (mounting, cables, labor, supplies, etc.)
* Pricing logic (per watt, per panel, fixed price, etc.)
* Default unit prices and quantities
* Project-level cost standardization

#### Why It Matters <a href="#why-it-matters" id="why-it-matters"></a>

Presets:

* Reduce manual cost entry
* Ensure consistent pricing structures
* Minimize calculation errors
* Speed up proposal preparation

When applied to a project, all preset items transfer to the Bill of Materials (BoM) and remain fully editable without affecting the original template.

### Package Settings <a href="#package-settings" id="package-settings"></a>

Package Settings define ready-to-use system configurations that bundle materials and commercial rules into standardized offerings.

#### What It Controls <a href="#what-it-controls" id="what-it-controls"></a>

* Main system packages (panel + inverter + required other components)
* Add-on packages (battery, EV charger, heat pump)
* Pricing logic, margins, discounts, VAT
* Lead Generator system offerings
* Basic-type project configurations

#### Where It Is Used <a href="#where-it-is-used" id="where-it-is-used"></a>

* **Solar Lead Generator (LG)** - automated offer creation
* **Basic-type projects** - quick package selection without manual configuration

Packages help maintain pricing consistency and protect commercial strategy across projects.

## Summary <a href="#summary" id="summary"></a>

The Project Settings page defines the commercial and financial foundation of the projects.

* **Tariff Settings** standardize grid energy pricing and financial modeling rules.
* **Preset Cost Settings** standardize cost structures.
* **Package Settings** standardize system offerings and pricing logic.

Together, these three components ensure that projects are created faster, priced consistently, and calculated accurately across all workflows.

***

## Related Pages <a href="#related-pages" id="related-pages"></a>

* [Project Details Page](/project-design/create-a-project/project-details.md)
* [Bill of Materials (BOM) Page](/project-design/create-a-project/bill-of-materials-bom.md)
* [Tariff Settings Page](/configuration/settings-page/project-settings/tariff-settings.md)
* [Preset Cost Settings Page](/configuration/settings-page/project-settings/preset-cost-settings.md)
* [Package Settings Page](/configuration/settings-page/project-settings/package-settings.md)

[Feel free to contact us](https://www.solarvis.co/en/company/contact) if you need further assistance.


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