Understanding Project Creation in Eturnity Expert
A well-structured project allows you to efficiently design solar systems, calculate financial returns, and generate professional proposals that help close deals faster.
What Projects Enable You to Do
Every project in Eturnity Expert serves as a complete workspace where you can:
Design Solar Systems: Create detailed 3D layouts, configure components, and optimize system performance
Manage Customer Data: Store complete customer information, correspondence, and project history
Calculate Profitability: Generate accurate financial analysis, ROI calculations, and payback periods
Create Professional Documents: Produce quotes, contracts, and technical documentation
Track Project Progress: Monitor activities, deadlines, and project milestones
Project Creation Methods Overview
Eturnity Expert provides two main approaches to project creation, each optimized for different workflows:
Using Project Templates: Pre-configured systems for standardized offerings
Import from Solar Calculator: Convert leads from your website Solar calculator into full projects
Prerequisites and Library Preparation
Before creating projects, your library must be properly configured. This foundational step determines the quality and efficiency of all future projects.
Essential Library Components
Your library should contain:
Components: PV panels, inverters, mounting systems, batteries, and accessories from your preferred suppliers
Groups: Pre-configured component bundles (cables, monitoring, protective equipment)
Main Component Templates: Single main component (e.g., specific inverter) with associated accessories
Project Templates: Complete system configurations with all technologies and components
Library Preparation Note: When customers first receive Expert access, the library contains only test components. You must populate it with your actual product portfolio before creating meaningful projects. This typically requires Administrator privileges.
User Role Requirements
Project creation capabilities vary by user role:
Administrators: Full access to all project creation methods and library management
Project Managers: Can create projects and modify existing ones within their authorization scope
Standard Users: Can create projects using available templates and components
Partner License Users: Limited to basic project creation with restricted component access
Method 1: Using Project Templates
Project templates are pre-configured system packages that dramatically accelerate project creation while ensuring consistency across your offerings.
Understanding Project Templates
Project templates contain:
Complete System Configuration: All main components (panels, inverters, batteries) pre-selected
Associated Components: Cables, monitoring, mounting hardware, and protective equipment
Installation Services: Labor costs and setup procedures
Financial Framework: Pricing structure and margin calculations
Creating Projects with Templates
Navigate to Projects and click Create project
Enter or select customer information
In the Project Template dropdown, select your desired template
Click Create Project
Template Customization After Creation
Even with templates, you can customize:
System Size: Adjust panel quantity and inverter capacity
Component Specifications: Swap individual components for alternatives
Additional Services: Add custom installation or maintenance packages
Financial Terms: Modify pricing, financing, or subsidy applications
Method 2: Importing from Solar Calculator
This method converts qualified leads from your website's Solar Calculator into full Eturnity Expert projects, maintaining all customer data and initial system sizing. The project is automatically created in Expert if you have the Solar Calculator with the Solar Expert. In the "Project Origin" column, it is indicated whether the lead comes from the Solar Calculator.
Post-Import Optimization
Imported projects typically require:
Component Selection: Replace generic components with specific products
Layout Refinement: Adjust 3D placement based on detailed roof analysis
Financial Finalization: Apply accurate pricing and financing options
Customer Verification: Confirm all imported data with the customer
Best Practices for Efficient Project Creation
Template Strategy
Create Standard Offerings: Develop 3-5 project templates covering 80% of your typical projects
Size-Based Templates: Small (3-5 kW), Medium (6-10 kW), Large (10+ kW) residential systems
Technology-Specific Templates: PV-only, PV+Battery, PV+E-Mobility combinations
Regular Updates: Refresh templates quarterly to reflect new products and pricing
Customer Data Management
Complete Information: Always collect comprehensive customer data during project creation
Address Accuracy: Verify building addresses for accurate shading analysis and system sizing
Communication Preferences: Set appropriate project language for customer correspondence
Contact Redundancy: Collect multiple contact methods (email, mobile, work phone)
Quality Control
Template Validation: Regularly review project templates for component compatibility
Pricing Synchronization: Enable library price sync to maintain current costs
Duplicate Prevention: Check for existing projects before creating new ones
Standardization: Use consistent naming conventions and project structures
Expected Outcomes and Next Steps
Successful Project Creation Results
After completing project creation, you should have:
Complete Customer Profile: All contact information and project requirements documented
System Framework: Basic component selection and sizing established
Financial Foundation: Pricing structure and potential profitability outlined
Project Workspace: Organized environment for detailed design and customer interaction
Immediate Follow-Up Actions
3D Layout Design: Create detailed roof layout and optimize panel placement
Financial Analysis: Complete profitability calculations and financing options
Document Generation: Prepare initial quotes or proposals for customer review
Activity Planning: Schedule site visits, follow-up calls, and project milestones