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Create a project manually

Create a team-scoped install or D&R project from an existing customer or a customer you add inline.

Updated2 min readprojects

Projects can arrive through a configured integration or be created manually. Manual creation requires a customer in the same team.

Before you start

  • Viewers cannot create projects.
  • Select an existing customer, or have the customer's name and full address ready for the inline customer form.
  • Decide whether this is Residential, Commercial, or D&R (Detach & Reset).

Steps

  1. Open the new-project form

    In the dashboard, open Projects and click New Project.

  2. Choose a project type

    Select Residential, Commercial, or D&R (Detach & Reset). D&R exposes optional scope, financier, panel-count, and broken-panel fields.

  3. Choose or create the customer

    Search the Customer field. To add one without leaving the form, click Create new customer and enter name, street, city, state, and postal code. Email and phone are optional there.

  4. Review the template

    The team's standard template is preselected when available. Keep it to create its phases and tasks, or choose another available template.

  5. Add optional details

    Assign initial staffing and add start or end dates if they are known. These are not required to create the project.

  6. Create

    Click Create Project. The project name is generated from team and customer information when no explicit name is supplied.

Verify it worked

SunrAI opens the project detail page. The new record begins with Not Started, belongs to the selected customer, and includes phases and tasks from the selected template.

Troubleshooting

"This customer already has an active project" — Duplicate protection prevents a second active project by accident. Open the existing project before deciding whether a separate install or D&R lifecycle is really needed.

"No customer appears in search" — Confirm you are in the correct team. Customers are team-scoped. You can also create the customer inline from the selector.

"The project has no phases or tasks" — Confirm a template was selected. Team templates are managed from Settings → Templates.

Related

← More on Projects