# Preset Cost Settings

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

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 <a href="#what-you-can-do-here" id="what-you-can-do-here"></a>

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 <a href="#main-page-overview" id="main-page-overview"></a>

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 <a href="#what-you-can-do-in-preset-cost-settings" id="what-you-can-do-in-preset-cost-settings"></a>

### Creating a New Preset <a href="#creating-a-new-preset" id="creating-a-new-preset"></a>

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

#### Basic Configuration <a href="#basic-configuration" id="basic-configuration"></a>

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 <a href="#adding-materials-by-category" id="adding-materials-by-category"></a>

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 <a href="#defining-pricing-logic" id="defining-pricing-logic"></a>

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 <a href="#setting-unit-prices-and-quantities" id="setting-unit-prices-and-quantities"></a>

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 <a href="#how-preset-cost-settings-work" id="how-preset-cost-settings-work"></a>

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.

{% hint style="info" %}
**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
  {% endhint %}

***

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

* [Bill of Materials Page](/project-design/create-a-project/bill-of-materials-bom.md)

Still stuck? You can always [**get in touch with us!**](https://www.solarvis.co/en/company/contact)


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