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 their assigned system sections in 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 based on the system section
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 are organized under separate system sections:
PV System
Battery
Heat Pump
EV Charger
Each material is assigned directly to the section where it is added. This keeps the preset structure aligned with the project’s Bill of Materials.
When the preset is applied to a project, only the sections supported by the project configuration are transferred. For example, battery-related cost items are added only when the project includes a battery system.
After selecting Add New Material, choose the source of the cost item.
Available categories include:
Mounting
Cables
Labor
EV Charging Station
Supplies
Unexpected Costs
Custom
My Items
Only ‘My Items’ entries that are relevant to the selected system section or category are displayed. After selecting an item, its saved information is added to the preset. You can then adjust the pricing type, unit price, and quantity for the preset.
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 their assigned system sections in 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
Related Pages
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