Creating and Updating Projects

What this is Guide to creating new projects and making updates to existing ones.

Who this is for Analysts, admins, and external submitters.

Creating a Project

From Dashboard 1. Click "New Project" button 2. Select project type (if templates available) 3. Fill required fields (marked with ) 4. Save as draft or submit directly

Via Intake Link 1. Open workspace intake link 2. Complete the intake form 3. Submit - project appears in queue

Required Fields - Project name - Country - System size (kWp) - At least one tariff value - Basic CAPEX estimate

Updating Projects

While in Draft - Edit freely, changes save automatically

After Submission - Request changes from reviewer first - Or create new internal scenario version

After Approval/Rejection - Cannot edit approved/rejected projects - Can clone to create new project

Common Mistakes - Leaving required fields empty - Using wrong currency - Forgetting to save before navigating away