Keep track of key details about a project and update details as the project progresses. View and filter details for all your projects from Portfolio View.
Introduction
Track important project details about a given campaign or site, including:
- Project Name
- Description
- Primary Technology
- Project Stage
- Project Status
- Project Priority
- Project County
- Project Completed (yes/no)
- Project Notes
- Team Members
Adding these details allows you to filter/sort projects based on any of the fields in the Portfolio view, which gives greater insight into your project portfolio.
Add project details to a new project
When creating a new project, you can input certain project details: Project Name and Region are mandatory, while other fields like Primary Technology, Project Status, etc. are optional, but useful.
Edit project details for an existing project
Once a project has been created you can edit details on a project at any time.
Click on the pencil icon by project name.
Then, in the Edit Project Details window, you can modify or add new information using the corresponding tabs:
- Name and description
- Project details
- Team members
Project Name and description
Edit or add a project name or description. Updates will be saved automatically.
Project details
In this tab, you will find several optional fields and dropdown menus with different options to choose from:
- Project Completed: if project is done (can then filter out these projects on the Portfolio list, if desired)
- Primary Technology: Solar, Wind, Standalone Storage, Solar + Storage, Wind + Storage, Hydrogen, Carbon Capture, EV Charging, Geothermal, Data Center
- Project Stage
- Project Status
- Project Priority
- Project County
- Project Notes: Scroll down in the window to view/edit the project notes section
Team Members
Finally, in the Team Members tab, you can fill in the fields with the names of relevant project stakeholders.
- Lead Developer
- Real Estate Lead
- Permitting Lead
- Origination Lead
- Project Finance Lead