Preset Cost Settings

The Preset Cost Settings page allows you to configure, store, and manage reusable cost templates that automatically apply to project-level Bills of Materials (BoM).

Purpose of This Page

The Preset Cost Settings page is built to standardize recurring cost assumptions across the projects.

Instead of redefining these items each time, this page allows the teams to:

• Define typical cost structures once

• Save them as reusable templates

• Apply them instantly to new projects

By doing so, the system:

• Reduces manual data entry

• Minimizes pricing inconsistencies

• Prevents calculation errors

• Speeds up proposal preparation

• Aligns teams around a unified cost structure

Presets act as a base cost configuration. When applied to a project, all predefined items are automatically transferred to the project’s Bill of Materials, where they remain fully editable.

What You Can Do Here

The Preset Cost Settings page allows you to follow the benefits:

• View / Review / Edit all existing preset cost templates

• Duplicate presets to create variations

• Create a new preset with a defined currency and pricing structure

• Add materials under predefined categories

• Define pricing logic for each material ( unit prices or quantities, etc.)

• Delete presets when no longer needed

Main Page Overview

On the main Preset Cost Settings page, you can view all existing presets in a structured and organized list.

For each preset, the system displays:

• Preset Title - The name of the cost template

• Creator Entity - The organization or user who created it

• Total Material Count - Number of cost items included in the preset

• Creation Date - When the preset was first created

• Last Edited Date - Most recent modification timestamp

This overview helps you quickly identify which presets are available and whether they are up to date.

From this page, you can create a new preset or manage existing ones.

What You Can Do in Preset Cost Settings

Creating a New Preset

When creating a new preset, you define the foundation of a reusable cost structure.

Basic Configuration

You must define:

• Preset Name – A clear and identifiable title

• Currency – The currency in which all prices will be calculated

This ensures consistency in pricing calculations when the preset is applied to projects.

Adding Materials by Category

Materials can be added under predefined categories to maintain a structured cost organization.

Available categories include:

• Mounting

• Cables

• Labor

• EV Charging Station

• Supplies

• Unexpected Costs

• Custom

Defining Pricing Logic

Each material added to a preset requires a defined pricing type.

You can select from pricing structures such as:

• Per Watt (W)

• Per Panel

• Per Kilogram

• Fixed Set Price

This flexible pricing logic ensures that costs dynamically scale according to project parameters.

Setting Unit Prices and Quantities

For each material, you define:

• Unit price

• Default quantity (if applicable)

When the preset is applied to a project, the system calculates total costs automatically based on:

• Project DC size

• Panel count

• Selected system configuration

• Pricing type rules

How Preset Cost Settings Work

Once a preset is created and saved, it becomes available for use across projects.

When a preset is applied to a project:

• All defined materials are automatically transferred to the project’s Bill of Materials

• Total costs are generated instantly

After application:

• All cost items remain fully editable within the project

• Project-specific adjustments can be made

• The original preset remains unchanged

This ensures flexibility without compromising standardization.

Managing Presets

• Presets can be edited, duplicated, or deleted at any time

• Changes to a preset do not affect existing projects where the preset has already been applied

• New projects will always use the latest version of the preset

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Related Pages

• Bill of Materials Page

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