---
title: "Quick Guide to Project Planning (Module 1)"
url: "https://eturnity.productfruits.help/en/article/module-1"
language: "en"
last_updated: "2025-08-06T08:27:37.718Z"
---

# Quick Guide to Project Planning (Module 1)

The following videos guide you step by step through your first project in Solar Expert.

## Main navigation overview

A brief overview of the most important navigation elements in the Solar Expert:

[Synthesia video player - EN - Overview main navigation](https://share.synthesia.io/embeds/videos/ab806001-d66e-4021-885e-8f7829a4a6ba?language=en-GB)

-   Project List: all relevant projects and info at a glance
-   Library: all components, templates, and pricing structure in one place
-   Activities: overview of scheduled activities
-   Account Settings: edit your account info and log out
-   Settings: mainly company‑wide settings for admins

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## Create a new project

[Synthesia video player - EN - Create a new project](https://share.synthesia.io/embeds/videos/5bd19cd3-071a-458a-ac5b-2c83608d0ebd?language=en-GB)

-   Create directly within Solar Expert—ideal for incoming phone enquiries
-   Project templates work like sample proposals, saving you from adding each component individually

## Projects from Solar Calculator requests

[Synthesia video player - EN - Projects from Solar calculator](https://share.synthesia.io/embeds/videos/049ffd59-25b6-40b0-a14d-a2c8899cd302?language=en-GB)

-   A customer request automatically creates a project
-   All customer data from the Calculator (e.g. energy usage) is imported

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## Project planning overview

[Synthesia video player - EN - Project planning overview](https://share.synthesia.io/embeds/videos/de292b93-27d4-41d1-8f72-45d5c69a9fb2?language=en-GB)

-   Create the 3D module layout
-   Enter tariffs and energy consumption
-   Select key technical components (inverter, battery storage, etc.)
-   Finalise the Bill of Materials with accessories and installation services

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## Generate PDF quotation

[Synthesia video player - EN - Generate PDF quotation](https://share.synthesia.io/embeds/videos/510720bb-2e48-4a34-b3c4-12a3e7110852?language=en-GB)

-   Select a document template (e.g. a sample offer)
-   Adjust the 3D layout camera angle for the PDF
-   Review the preview
-   Generate and download the PDF

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## Create project variants

[Synthesia video player - EN - Create project variants](https://share.synthesia.io/embeds/videos/730552db-b86c-4fc7-b0e4-3dcc6516a977?language=en-GB)

-   Duplicate completed variants to quickly produce comparison offers (e.g. different system sizes)
-   For each variant, specify active technologies (battery storage, e‑mobility, etc.)

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## MCS Integration (UK only)

[Synthesia video player - EN- MCS within your project](https://share.synthesia.io/embeds/videos/3dbedd18-1c72-4872-9e74-951def73c459)

-   Overview about applied MCS regulations in your project
-   Sunpath diagram
-   Integration of relevant pages in your document (02a Sunpath diagram, 10 About the Simulation)