# Projects

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

The Projects page is the **central control center** for all project-related operations in solarVis. It allows users to:

* View all created projects in one place
* Track project progress and lifecycle stages
* Quickly access individual project details
* Start new projects or continue work on existing ones

Whether you are a sales user managing sales opportunities or a project manager overseeing execution, this page provides the tools needed to stay organized and informed.

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

On this page, you can:

* View all projects in one place with different layouts like **Table**, **Grid**, or **Kanban**
* Search projects by project name, customer, or location
* Apply detailed filters to narrow down project lists
* Export project data to Excel for reporting or offline analysis
* Create new projects or access existing ones

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

It explains how projects are displayed, organized, and managed, including available views, search and filtering options, and methods for creating projects.

{% embed url="<https://app.arcade.software/share/6S2imuJaiqkuePbh4wKA?language=en>" %}

### Project Views <a href="#project-views" id="project-views"></a>

The Projects page offers three different viewing modes. You can switch between them depending on your workflow and the level of detail you need.

#### Table View

The **Table View** displays your projects in a structured, column-based layout. It helps you compare project details quickly and manage multiple projects efficiently.

**How to Open the Table View**

1. Open the **Projects** page from the left navigation menu.
2. In the top-right toolbar, select **Table View**.
3. Review the list of projects displayed in rows and columns.
4. Click on a **project name** to open and view the project details.

**Choose Columns to Display**

You can customize the table to show only the information you need. It can be chosen to display different columns on the page by following the steps below;

1. In the top-right corner of the table, open the **Select Columns to Display** dropdown.
2. Enable or disable fields such as:
   * Location
   * Assignee
   * Creator User
   * Creator Entity
   * Lead Creator Entity
   * Facility type
   * Grid connection type
   * Modules
   * Project power
   * Battery Capacity
   * Total Price (with VAT)
   * Total Price (without VAT)
   * Price per kWp (with VAT)
   * Price per kWp (without VAT)
   * Project status
   * Updated At
   * Created At
3. Close the dropdown to apply your changes.
4. Review the updated table with your selected columns.

#### Grid View

The **Grid View** displays projects as visual cards. Each card shows satellite images along with key project information and status badges.

> This view is ideal for quick browsing and visual presentations.

**How to Open the Grid View**

1. On the **Projects** page, select the **Grid View** option from the top toolbar.
2. Review each project card to see key details, including:
   * Customer information
   * Location
   * Facility type
   * Grid connection type
   * Project power
   * Pricing information
   * Created dates
   * Project status
3. Click the **project name** on a card to open the project details.

#### Kanban View

The **Kanban View** groups projects by pipeline stages, such as *Waiting for Proposal*, *Offer Sent*, *Offer Accepted*, *Contract Will Be Signed*, *Contract Signed*, and other stages.

This view is ideal for tracking the process and managing projects as they move through different lifecycle stages.

**How to Use the Kanban View**

1. On the **Projects** page, select the **Kanban View** from the top toolbar.
2. Review the columns, each representing a different pipeline stage.
3. In each column, review the project cards and their current status.
4. Click a **project name** to open the project and continue working on it.

### Search and Filtering <a href="#search-and-filtering" id="search-and-filtering"></a>

Use **Search** and **Filters** to quickly find and organize projects in the Projects page.

#### Search Bar

The **Search Bar** is located in the top-right corner of the page.

You can search projects by:

* Project name
* Customer name
* Location

Results update automatically as you type.

#### Filters

**Filters** help you narrow down projects based on specific criteria. You can apply multiple filters at the same time.

You can filter projects by:

* Location
* Facility Type
* Grid Connection Type
* Status
* Assignee
* Creator User
* Creator Entity
* Lead Creator Entity
* Archived
* Created At
* Updated At

Filters work together, allowing you to create detailed and precise project lists.

### Export Projects <a href="#export-projects" id="export-projects"></a>

You can export your project list to an Excel file for reporting or offline review.

The **Export to Excel** option is located next to the **New Project** button in the top toolbar.

The export includes the projects currently visible in the list, based on the filters you’ve applied to your projects.

### Create a New Project <a href="#create-a-new-project" id="create-a-new-project"></a>

Click **New Project** to start the project creation workflow.

A new project can be created in three ways:

* From the Projects page
* From the Overview page
* By converting an existing Lead into a Project

All methods lead to the same creation form, where you define the project type, customer, facility type, grid connection, and location.

For step-by-step instructions, refer to the [**Creating a Project**](/project-design/create-a-project.md) documentation.

## Working Inside a Project <a href="#working-inside-a-project" id="working-inside-a-project"></a>

When you open a project from any view, solarVis organizes all project-related information into dedicated tabs. These tabs allow you to manage the full project lifecycle without leaving the project context.

{% embed url="<https://app.arcade.software/share/JSn0mZqg5gJMRUkxPmb7?language=en>" %}

### Project Overview Tab <a href="#project-overview-tab" id="project-overview-tab"></a>

The **Overview** tab provides a comprehensive snapshot of the project at a glance. It is designed to help you quickly understand the current state, scope, and performance of the project without navigating into detailed sections.

#### **Core Project Information**

At the top of the Overview tab, you can see the key project details, including:

* Project Name
* Project location and address
* Facility type (commercial or residential, etc.)
* Grid connection type
* Display whether the project contains panels, batteries, or heat pumps
* Assigned user or responsible team member
* Current project status

A satellite image of the project location is displayed alongside this information, providing immediate geographic and spatial context for the installation site.

#### **Technical and Financial Summary**

The Overview tab also aggregates the most important technical and financial results generated during the design and calculation process. These values are calculated automatically based on the current project configuration and design version.

Commonly displayed values include:

* Total project cost
* Payback period
* First-year savings
* DC power & AC power capacity
* Battery capacity (if applicable)
* Estimated annual energy production
* Estimated annual energy consumption

By presenting these metrics together, the Overview tab enables quick internal reviews, early feasibility checks, and preparation before customer meetings or proposal sharing.

#### **Bill of Materials Summary**

A compact **Bill of Materials (BOM)** section is included in the Overview tab. This section displays:

* Selected equipment and components
* Quantities
* Unit prices
* Total costs per item

#### **Design Version Selector**

At the top of the page, you can switch between different **design versions** created for the same project. Each design represents an alternative system configuration, such as different panel layouts, inverter selections, or system sizes.

When you select a design, all technical and financial values shown in the Overview tab update immediately. This allows you to compare different scenarios directly on the same page without navigating elsewhere.

#### **Download Proposal**

Next to the design selector, you can download the **currently active proposal**. This action generates the proposal file based on the selected design and its latest calculations.

The downloaded proposal always reflects the most up-to-date project data, including pricing, production estimates, and selected equipment.

#### **Edit Project**

The Edit Project action allows you to modify the project’s core information. When you click the Edit Project button, the Project Design section opens, where you can edit the project step by step.

Changes made here directly influence how the project is evaluated and processed across solarVis.

#### **Additional Project Actions**

A contextual menu, accessed through the **three-dot icon**, provides additional project-level actions. From this menu, you can:

* Assign the project to a user or team
* Update the project status to reflect its current stage
* Archive the project when it is no longer active

The Overview tab is most commonly used for quick validation, management reviews, and high-level project discussions.

{% hint style="info" %}
It is also dynamically calculated and automatically updated whenever the project design, equipment selection, or pricing changes. This ensures that the overview always reflects the most up-to-date project configuration.
{% endhint %}

### Project Activities Tab <a href="#project-activities-tab" id="project-activities-tab"></a>

The **Activities** tab provides a complete, chronological timeline of everything that has happened within the project. It allows you to:

* Track project progress over time
* Understand who performed specific actions
* Monitor customer engagement and responsiveness
* Review the full history of the project during handovers or escalations

#### **What Is Tracked**

Each activity entry represents a system-generated event or a user-initiated action, displayed with a short description and an exact date and time stamp.

* Project creation
* Assignment or ownership changes
* Status updates
* Proposal creation, sending, or viewing
* Customer interactions with proposals

{% hint style="info" %}
All activities are generated automatically by the system and cannot be edited manually. This guarantees a reliable and transparent record of project activity.
{% endhint %}

### Project Notes Tab <a href="#project-notes-tab" id="project-notes-tab"></a>

The **Notes** tab is designed for internal communication and informal documentation, displayed in chronological order and related to the project.

#### **Internal Collaboration**

Team members can add text-based notes to record:

* Clarifications, observations, and assumptions
* Decisions made during discussions
* Follow-up actions

#### **File Attachments**

Files can be uploaded directly within a note. This allows you to attach supporting documents such as reference images, customer requests, or calculation files without switching to another tab.

Any file uploaded through a note is automatically linked to the project and remains accessible later. The file is also displayed in the Project Documents tab.

### Project Documents Tab <a href="#project-documents-tab" id="project-documents-tab"></a>

The **Documents** tab acts as the central file box for the project. By consolidating all documents in one place, this tab ensures that project files remain easy to find and consistently organized throughout the project lifecycle.

#### **File Management**

All project-related files are listed in a structured table that includes:

* File name
* Upload date
* The user who uploaded the file
* Download & Remove files

{% hint style="info" %}
Documents uploaded from other areas, such as file attachments added in the Notes tab or automatically generated outputs, are also collected and displayed here.
{% endhint %}

{% hint style="info" %}
When you add a document to a project, it is not added to the linked lead. However, when you add a document to a lead, it will appear in the Project Documents tab.
{% endhint %}

### Project Tasks Tab <a href="#project-tasks-tab" id="project-tasks-tab"></a>

The **Tasks** tab is an optional module and is **not enabled by default** for every solarVis customer.

This tab is activated **only upon customer request** and requires an **additional commercial agreement**. When enabled, it provides enhanced capabilities for managing structured internal documentation and collaboration at both the project and task levels.

It is most commonly requested by customers managing:

* Complex commercial or industrial projects
* Long execution timelines
* Multiple internal or external stakeholders across sales, engineering, operations, or partners

When the Tasks tab is active, authorized users can:

* Add internal notes at the different project levels
* Record task-related clarifications, decisions, or follow-ups
* Attach supporting files and documents to notes

{% hint style="info" %}
Files can be attached directly to notes, and all notes remain internal to your workspace.
{% endhint %}

#### **Visibility and Access Control**

All notes and attachments created in the Notes tab are **strictly internal**. They are visible only to permitted users within the customer’s workspace and are **never shared with end customers.** Access rights and visibility are governed by workspace permissions and the module configuration.

### Project Proposals Tab <a href="#project-proposals-tab" id="project-proposals-tab"></a>

The **Proposals** tab is the main workspace for managing customer offers and tracking their progress toward acceptance.

#### **Proposal Overview**

Each proposal entry includes detailed information such as:

* Proposal link
* Customer name
* Associated design version
* Sending date
* Sending channel (e.g., email or SMS)
* Proposal status (such as Pending or Accepted)
* Proposal amount with or without VAT
* Grid connection type
* Active / Inactive status information
* View details

Proposal statuses and view details are updated automatically based on customer actions, ensuring accurate and real-time tracking.

#### **Proposal Actions (Three-dot menu)**

From this tab, you can:

* Set a proposal as the default version
* Resend proposals through available channels
* Delete outdated or incorrect proposals

**Customer Engagement Tracking (View Details)**

Customer interactions are tracked in detail for each proposal. You can see:

* **View Date:** when the proposal was viewed
* **Display time:** how long it was displayed
* **View Channel:** which channel was used to access it

This information helps you better understand customer interest, prioritize follow-ups, and time your next communication effectively.

The Proposals tab is the primary control point for managing offers, monitoring engagement, and guiding projects toward successful acceptance.

***

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

* [Create a Project](/project-design/create-a-project.md)
* [Contacts Page](/crm-and-project-management/contacts.md)
* [Leads Page](/crm-and-project-management/leads.md)

If you have any questions about the Project section, feel free to [**get in touch with us!**](https://www.solarvis.co/en/company/contact)


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