Financials & Proposals
Uncategorized
Additional Information
- Filtering Shared Projects in Financials and Proposals
- Archiving Projects in Financials and Proposals
- How to Upload Modules via PAN Files
- Things you May have Missed for the Financial and Proposal Tool
- Updating Preferences
- Creating a Share Link in Proposals and Financials
Incentives
Utility Rates
Consumption
Financial Analysis
- How to Clone a Financial Model
- Design SnapShot
- Accessing the Financial Debug Feature
- How to Update a Financial Configuration to the Latest Model
- Financial Debug Column Explanations
- How to Model Depreciation
Reports and Exports
- Adding Images to Reports
- How to Enable Configuration of Rich Text Widgets
- Design SnapShot
- How to Favorite a Report Template
- How to Delete a Report Template
- How to change the page order in my report?
Getting Started with Proposals
- Condition Sets in Financials and Proposals
- How to create a Project in new HelioScope
- How to create and select a Design in new HelioScope
- Step-by-Step Guide: Customizing Financial Incentives in HelioScope
- Step-by-Step Guide: Create a Report Template
- Step-by-Step Guide: Customizing Utility Rates