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  • Project Phase Settings: Equipment Settings, Adders, Default Costs, and Estimated Installation Dates

  • Usage Phase Settings: Persona Inventory and Utility Rate Escalation

  • Proposal Settings: Expiration Dates, Comparable Values, and Proposal Email

Note: The Proposal Templates are not included in the Data Sync’s features, as we already allow upstream organizations to share their templates with all downstream organizations.

  • Organization Settings: Organization Logo and Licences (note that this is only applicable to new organization invites).

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How can I predict how Settings will be synced?

  • Organization Settings, partnerships page

  • Talk about the different flags (Data Sync, allow edit)

  • Talk about how different Settings sync would be with varying flag variations (strict relationship (allow edit, don’t allow to edit); thinking if I should put this in a table.

  • Give examples with screenshots