Project Settings
Configure and manage reusable commercial structures including cost presets, system packages, and tariffs that standardize how projects are built, priced, financially modeled across solarVis.
Purpose of This Page
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
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
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
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
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
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
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
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
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
Package Settings define ready-to-use system configurations that bundle materials and commercial rules into standardized offerings.
What It Controls
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
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
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
Feel free to contact us if you need further assistance.
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