How do I edit equipment settings?
- Evelyn Fisher (Unlicensed)
- Jordana Norring
- annelouise
Project Phase settings include control of the manufacturers and models of certain types of equipment that are available for projects, as well as the pricing and default selections. To view these, click Project Phase in the left-hand settings menu.
Each tab lists the Solar Modules, Inverters, Storage, Energy Efficiency, Monitoring, Racking, Adders, products available in the project phase for designs.
In each of the tabs, Organization Admins can Edit, Remove and Add equipment. Furthermore, one model per equipment category can be set as the organization default. Note that default costs can be set for Solar Modules, Inverters, Storage, Monitoring, and Racking, but not Energy Efficiency.
Editing Equipment Information:
To make changes to a piece of equipment, click the pencil icon to the right of the model.
An Edit module will open where the cost, markup, and retail price on either a $ or $/W basis are available to edit. This is also where a model can be designated as the default.
Removing Equipment:
To remove an equipment offering from the Project Phase, simply click the X in the actions column in the row corresponding to the piece of equipment. A Remove equipment modal will appear to confirm this action.
Adding Equipment:
Any user with Organization Administrator permissions can make new equipment available in their account. EverBright's Database has many models that can be used, however, if the module or inverter of interest is not appearing in the list, fear not! Please request that we add new solar modules and inverters to our database here. Select the Equipment form from the drop-down menu and complete the form to request new Inverters, Modules, or Storage equipment be added.
Example: Adding Solar Modules that are in the EverBright DB
1. Click the Add Solar Module button on the top right.
2. The "Add Existing Solar Modules" modal will appear. Start by typing the manufacturer into the search bar. Note: it is possible to add multiple modules from multiple manufacturers at once by selecting more than one manufacturer in the dropdown.
3. Then a list of all the modules for the manufacturers selected that we have in our database will appear. Select the modules to add by clicking the checkboxes on the left.
4. Finally, click Add to complete the adding equipment process.
The process for adding Energy Efficiency, Monitoring, and Racking equipment that is in our database is the same as described above. However Energy Efficiency, Monitoring, or Racking models that are not in our database, can be added manually through an add new equipment modal (described below).
To add new Energy Efficiency, Monitoring, and Racking equipment that is not in our database, click on the green “Add [equipment type]” button and then click the “Add new model” link under each respective equipment tab:
Then fill out the modal to request the new equipment (fields differ by equipment type as shown below):
EE:
Monitoring:
Racking:
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