Project Iterations

Follow

Mark Edwards

• August 06, 2023 08:15

Firstly, I am a new user but cannot find answers to my questions. I have a client wanting different options for his home. So I have a couple of questions. 1. Is there a way to duplicate a project so that I can reduce the time to build a new iteration. 2. How do I give the same street address two different Project names 3. Do I have to make a new proposal template for each proposal so that I can insert a project specific overview of requirements? Thanks in advance

0

• Official comment

  

  OpenSolar Support

  • August 07, 2023 15:06

  Hi Mark,

  Thank you for reaching out. Please find answers to your questions below:

  1. Is there a way to duplicate a project so that I can reduce the time to build a new iteration.

  Unfortunately at the moment we do not have the functionality to duplicate a project but you can duplicate a system option within the same project. To do so, head to the design tab and select "add new system" from there select the "duplicate system" option:

  

  2. How do I give the same street address two different Project names

  Unfortunately at the moment the project name can not be changed.

   

  3. Do I have to make a new proposal template for each proposal so that I can insert a project specific overview of requirements?

  By default our system comes with one proposal template but you can create different templates to fit your needs. Here is a help center article to help you customize your template:

  https://support.opensolar.com/hc/en-us/articles/4407235907865-Customise-My-Proposal

   

  Best,

  Eliamny

   

  Comment actions Permalink

Please sign in to leave a comment.