How to Create and Use Project Templates in Eturnity

Understanding Project Templates

They contain complete system configurations with all main components, installation services, and additional equipment pre-configured for instant deployment.

What Project Templates Include

Each project template is a comprehensive package containing:

• Main Components: PV panels, inverters, battery storage, mounting systems
• Installation Services: Labor, setup, commissioning services
• Additional Components: Cables, monitoring, protective equipment
• Technology Configuration: Compatible with multiple technology types (PV, Battery, E-Mobility)

Project Template vs. Main Component Template

Project Templates: Complete system packages with all technologies and components for full project deployment
Main Component Templates: Single main component plus related accessories (e.g., PV panel + optimizers)

Prerequisites

• User Permissions: Administrator 
• License Requirements: Available in Full License (Partner License has limited template access)
• Required Setup: Component library must be configured with pricing
• Access: Navigate to Library → Project Templates

Creating Your First Project Template

Step 1: Access Template Management

1. Navigate to Library in the main menu
2. Click on Project Templates
3. Click the + green button

Step 2: Define Basic Information

Configure the template foundation with clear identification:

• Template Name: Use descriptive names like "Residential 10kW Standard" or "Commercial Flat Roof 50kW"
• Description: Include when to use this template and key features (e.g., "Standard residential system for single-family homes with south-facing roofs")
• Technology Selection: Choose PV, Battery, E-Mobility combinations based on your target market

Step 3: Configure Component Packages

Build your complete system configuration:

• Select Main Components: Choose compatible PV panels, inverters, and battery systems from your library
• Add Installation Services: Include standard labor, design, and commissioning services
• Include Other Components: Add cables, monitoring systems, safety equipment,...

Step 4: Save and Test

1. Click Save to create your project template
2. Test the template by creating a sample project
3. Verify all components load correctly and pricing calculates as expected
4. Make adjustments if needed and save the final version

Using Project Templates in Projects

Creating New Projects with Templates

1. Click Create Project from the project dashboard
2. Enter customer information and project address
3. In the Project Template dropdown, select your desired template
4. Click Create Project - all components load automatically

Customizing Template-Based Projects

Templates provide the foundation, but projects can be customized for specific requirements:

• Add Special Components: Include scaffolding, electrical upgrades, or specialized equipment
• Adjust Quantities: Modify for specific system sizes or customer needs
• Remove Unnecessary Items: Eliminate components not needed for specific projects