Applying Incentives to a Project

Summary

This article explains how to add and manage incentives—including federal, state, and local programs—within your OpenSolar projects. Applying the correct incentives during the design phase ensures they appear correctly in your customer proposals. You’ll also learn how to override defaults, apply one-off incentives, and customize how incentives are displayed in your proposals.

Workflow Overview

It’s essential to apply all eligible tax credits, rebates, and performance-based incentives during the project design process so that:

• Customers see accurate pricing and savings

• Proposals reflect both installer-claimed and customer-claimed benefits

Tip: Ensure your incentives are properly configured in
Control > Other > Incentives.

Adding Incentives to Your Project

1. Go to your project’s Design tab

2. In the left-hand menu, click on “Incentives”

Auto-Applied Incentives

Some incentives may already appear in your project automatically. These are configured to auto-apply based on location and system criteria via:
Control > Other > Incentives

Manually Adding or Overriding Incentives

If needed, click “Override Default Incentives” to:

• View a list of all available incentives

• Manually select incentives to add to the project

• Check the boxes next to the incentives you wish to include

Important: If your project qualifies for the Federal ITC, you must re-select it after clicking “Override Default Incentives” (it becomes deselected by default).

Applying Custom/One-Off Incentives

You can also add custom incentive values manually:

• Click the "+" button under either the:

  • Claimed by Customer section

  • Claimed by Installer section

• Enter a fixed dollar amount or percentage as needed

Final Step: Save Your Project

After adding all applicable incentives, don’t forget to click “Save” in the top-right corner to ensure your changes are applied.

How Incentives Appear in the Proposal

In the customer proposal:

• Tax credits and rebates will appear in the quotation table

• Performance-Based Incentives (PBIs), such as production credits, will show under the bill savings section

⚠️ Note: PBIs are not guaranteed and do not appear in the quotation table to avoid misrepresenting savings.

Customizing Proposal Display

If these sections are missing from your proposal:

1. Go to:
   Control > Purchase Experience > Proposal Template

2. Modify the template to include incentive and savings sections