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Creating custom cost and carbon assumption templates

Save and use your own assumptions for cost and carbon abatement

Updated over a year ago

Create a cost & carbon template in platform

  1. From Projects > Manage Templates > Add Template

  2. Choose your template type (cost or carbon), Title and Description

  3. In asset information, add the assumptions for your chosen template.

Important: If you use a custom template in a Project, assessments will only successfully complete if your template includes assumption data for all asset types and sizes (kW) placed in the Project. So be careful your templates contain assumption for the assets you plan to place!

Upload cost & carbon templates with a CSV

  1. First, get your csv ready, using these templates to get started add your own cost and carbon assumptions

  2. Save and name your file something you will remember - this is the name your template will have.

  3. From Projects > Manage Templates > Add Template

  4. Choose your template type (cost or carbon), Title and Description

  5. Under ‘Upload file’ choose Browse

  6. Select your saved file

Using cost & carbon templates

  1. Go Projects > Create new project to open the 'Create Project' modal

  2. Give your project a name, description and add any datasets you want to quick access inside your project

  3. Using the drop downs Cost Template and Carbon Template, choose your saved Project. You can use custom templates for one or both.

  4. Create your project as usual, making sure that any templates you use include cost and carbon assumptions for all assets and asset sizes (kW) placed in the Project.

  5. Run Assessment

  6. If you change your mind, you can still switch between templates or revert back to Default assumptions if you have just Run Assessment

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