Project Management

Last updated: February 26, 2026

Project Management in SolarScope

SolarScope's project management features let you organize, track, and collaborate on solar analysis projects. This page covers creating, editing, duplicating, and archiving projects, as well as team collaboration features available on Pro and Premium plans.

Project Dashboard

The Dashboard displays all your projects in a sortable, filterable list. Each project card shows:
- Project name and location
- System size and type
- Last analysis date
- Key metrics (annual production, GHI, PSH)
- Status indicator

Use the search bar to find projects by name or location. Sort by date created, last modified, or system size.

Creating and Editing Projects

Create new projects from the New Project button on the Dashboard. After creation, all project settings can be edited from the Settings tab within the project view. Changes to system parameters automatically flag the project for re-analysis.

Organizing Projects

Use descriptive project names that include location and system type to make projects easy to find. SolarScope does not currently support custom folders or tags, but project names can include prefixes to simulate organization (e.g., "CLIENT_Smith:", "REGION_Southwest:").

Deleting Projects

Delete a project from the project Settings tab > Danger Zone > Delete Project. Deletion is permanent and includes all associated analysis data, AI conversation history, and saved reports. This action cannot be undone.

Data Persistence

Project data is stored securely in SolarScope's database. Analysis results, AI conversations, and report exports are retained indefinitely for active accounts. Accounts inactive for 24 months may have data archived — contact support before this occurs if you need long-term data retention.

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