# Create a Project

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

It explains how a solar project is created step by step in solarVis. It helps users understand the logical flow of the project, what information is defined at each stage, and how earlier inputs affect later calculations, system design, and financial outputs.

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

* Understand the full project creation flow in solarVis
* See how each project step builds on the previous one
* Identify where to enter technical, financial, and consumption data
* Navigate confidently between design, calculation, and proposal steps

## How the Project Creation Flow Works <a href="#how-the-project-creation-flow-works" id="how-the-project-creation-flow-works"></a>

This section provides an overview of the step-by-step workflow used to configure, design, and finalize a project from initial details to the final proposal-ready summary.

### Project Details <a href="#project-details" id="project-details"></a>

This is the starting point of every project. You define the project type, customer information, facility type, grid connection type, project name & location, and assignee settings. These selections determine which system options, regulations, and calculation methodology will be applied throughout the project.

### Consumption <a href="#consumption" id="consumption"></a>

The consumption page defines how electricity is used and evaluated within the project. It covers energy consumption inputs (annual, monthly, or load profiles).

For on-grid and zero-injection projects, it includes electricity prices and regulatory settings such as tariffs, rules on electricity export to the grid, VAT, currency, and country-specific regulations that affect financial results.

For **off-grid projects**, it focuses on appliances, usage patterns, and critical loads to determine system sizing, battery capacity, and autonomy duration.

### Roof Drawing <a href="#roof-drawing" id="roof-drawing"></a>

In this step, you create the physical roof geometry of the building. You draw roof outlines in 2D, define slopes to generate a 3D model, and add obstacles or dormers with different roof details that influence panel placement and shading analysis.

### Panel Placement & Inverter Selection <a href="#panel-placement-and-inverter-selection" id="panel-placement-and-inverter-selection"></a>

This step transforms the roof model into a photovoltaic system. You place solar panels by defining placement rules, analyze shading and irradiance, and select compatible inverters to simulate system performance and annual energy production.

### Heat Pump <a href="#heat-pump" id="heat-pump"></a>

If a heat pump is included in the project, this section defines heating and cooling-related energy demand. Heat pump settings affect total consumption, system sizing, and financial results.

### Battery <a href="#battery" id="battery"></a>

This step allows you to add an energy storage system to the project. You can choose the battery automatically or select it manually. Based on your selection, SolarVis calculates the required battery capacity and simulates the system’s behavior accordingly.

### Bill of Materials (BoM) <a href="#bill-of-materials-bom" id="bill-of-materials-bom"></a>

Here, you finalize all project components and costs. You review automatically loaded materials, add missing items, adjust pricing, apply margins or discounts, and define the complete cost structure used in financial analysis and proposals.

### Summary & Offer <a href="#summary" id="summary"></a>

This is the final review step before sending the project proposal. You see a complete overview of the technical design, production, savings, financial results, and system configuration, ensuring the project is ready for proposal generation and customer presentation.

***

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

* [Project Details](/project-design/create-a-project/project-details.md)
* [Consumption Page](/project-design/create-a-project/consumption.md)
* [Roof Drawing Page](/project-design/create-a-project/roof-drawing.md)
* [Panel Placement & Inverter Selection Page](/project-design/create-a-project/panel-placement-and-inverter-selection.md)
* [Heat Pump Page](/project-design/create-a-project/heat-pump.md)
* [Battery Page](/project-design/create-a-project/battery.md)
* [Bill of Materials Page](/project-design/create-a-project/bill-of-materials-bom.md)
* [Summary & Offer Page](/project-design/create-a-project/summary.md)

For more assistance, don’t hesitate to [get in touch.](https://www.solarvis.co/en/company/contact)


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