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Managing Projects

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  • How Do I Manage Changes to Solutions After the Sale?

    See Revise Sold Solutions and Process Change Orders.
    • updated 10 mths ago
    • 13
    • Managing Projects
  • How do I delete a project?

    You must have Administrative or Sales Management permissions to delete a project. Projects can only be deleted from the Sales screen, or from the project Search results.…
    • 1 yr ago
    • 9
    • Managing Projects
  • How to Change the Customer for an Existing Project?

    This article describes how to change the Customer for a given Project. There are two separate scenarios where you may need to change out the Customer on an existing project:…
    • updated 10 mths ago
    • 22
    • Managing Projects
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Categories

  • Integrations & Partnerships
    • Partnerships
      • Align Solar Protection
  • SolarNexus
    • Contact Support
    • About SolarNexus
      • Update Notes
      • Application Overview
      • Tips and Tricks
    • Administration
      • Integrating SolarNexus with Other Applications
      • Incentives and Finance Programs
      • Documents: Templates and DocuSign
      • Shared Company Resources
      • Reporting
      • Project Data
      • Resources: Service Offerings, Pricing, & Solution
      • Resources: Products and Catalogs
      • Project Milestones and Workflow Management
      • Account and User Management
    • Working with Jobs (Projects) and Solutions
      • Managing Sold Projects
      • Energy and Financial Analysis
      • PV Systems, Energy Storage, and Efficiency Measure
      • Manage Sales Opportunities
      • Create and Manage Jobs (Projects and Work Orders)
    • SolarNexus FAQ
      • Misc
      • User Account Maintenance
      • Utility Bills
      • Managing Company Catalog
      • Managing Projects
      • Financial Analysis
      • PV System Design and Production Estimates
    • Video - Webinars and Tutorials
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Home

  • Integrations & Partnerships
    • Partnerships
      • Align Solar Protection
  • SolarNexus
    • Contact Support
    • About SolarNexus
      • Update Notes
      • Application Overview
      • Tips and Tricks
    • Administration
      • Integrating SolarNexus with Other Applications
      • Incentives and Finance Programs
      • Documents: Templates and DocuSign
      • Shared Company Resources
      • Reporting
      • Project Data
      • Resources: Service Offerings, Pricing, & Solution
      • Resources: Products and Catalogs
      • Project Milestones and Workflow Management
      • Account and User Management
    • Working with Jobs (Projects) and Solutions
      • Managing Sold Projects
      • Energy and Financial Analysis
      • PV Systems, Energy Storage, and Efficiency Measure
      • Manage Sales Opportunities
      • Create and Manage Jobs (Projects and Work Orders)
    • SolarNexus FAQ
      • Misc
      • User Account Maintenance
      • Utility Bills
      • Managing Company Catalog
      • Managing Projects
      • Financial Analysis
      • PV System Design and Production Estimates
    • Video - Webinars and Tutorials
View all topics