Project Lifecycle Management Help
Learn how to create, manage, and track solar project lifecycles with step-by-step instructions and troubleshooting tips.
Getting Started
Quick Start Guide
Follow these steps to set up your first project lifecycle and start managing solar installations.
Step-by-Step Process:
- 1. Create or select a lifecycle template
- 2. Create a new project
- 3. Add sites to the project
- 4. Assign field executives
- 5. Start tracking progress
Prerequisites:
- • Admin or Manager role required
- • Organization setup completed
- • Form templates created
- • Field executives added
Creating a Lifecycle Template
How to Create a New Lifecycle
- 1
Navigate to Project Lifecycle Management
Go to Projects → Lifecycle Templates in the main menu
- 2
Click "Create New Lifecycle"
Choose between predefined templates or create from scratch
- 3
Define Basic Information
Enter lifecycle name, description, and select project type
- 4
Add and Configure Stages
Create stages, set durations, assign form templates, and configure approval workflows
- 5
Save and Activate
Review your lifecycle and activate it for use in projects
Important Notes
- • Lifecycle templates can be reused across multiple projects
- • Each project gets its own copy of the lifecycle for customization
- • Changes to templates don't affect existing projects
- • Stages can be reordered by dragging and dropping
Managing Sites
How to Add Sites to a Project
- 1
Open Your Project
Navigate to Projects → Select your project → Sites tab
- 2
Click "Add Site"
Fill in site details including name, mobile, Aadhaar, and location
- 3
Assign Field Executive
Select a field executive who will be responsible for this site
- 4
Verify Information
Double-check all details before saving the site
Bulk Import Sites
For large projects, you can import multiple sites at once using Excel files.
Step 1: Download the Excel template from the "Import Sites" section
Step 2: Fill in site data following the template format
Step 3: Upload the completed Excel file
Step 4: Review and confirm the import
Important: Site Lifecycle
- • Each site automatically inherits the project's lifecycle stages
- • Individual stage instances are created for each site
- • Progress is tracked separately for each site
- • Field executives can only see sites assigned to them
Working with Form Templates
How to Create a Form Template
- 1
Go to Form Templates
Navigate to Forms → Templates in the main menu
- 2
Click "Create New Template"
Enter template name, description, and select project type
- 3
Add Form Fields
Drag and drop field types, configure validation rules, and set field properties
- 4
Configure Approval Workflow
Set approval roles, notification settings, and workflow steps
- 5
Test and Save
Preview the form and save the template for use in lifecycles
Available Field Types
Basic Fields:
- • Text - Single line input
- • Number - Numeric input with validation
- • Email - Email address validation
- • Phone - Phone number formatting
- • Date - Date picker
- • Boolean - Yes/No toggle
Advanced Fields:
- • Select - Dropdown selection
- • Multiselect - Multiple choice
- • Textarea - Multi-line text
- • File - Document upload
- • Location - GPS coordinates
- • Photo - Image upload
Form Template Best Practices
- • Use clear, descriptive field labels
- • Set appropriate validation rules for each field
- • Mark required fields clearly
- • Group related fields together
- • Test forms before assigning to stages
Uploading Media Files
How to Upload Media Files
- 1
Navigate to Site Stage
Go to Projects → Select project → Sites → Select site → Current stage
- 2
Click "Upload Media"
Select the type of media you want to upload (Photos, Videos, Documents)
- 3
Select Files
Choose files from your device or drag and drop them into the upload area
- 4
Add Descriptions
Optionally add descriptions or notes for each uploaded file
- 5
Confirm Upload
Review the files and confirm the upload
Supported File Types
Photos:
- • JPEG, JPG
- • PNG
- • WebP
- • Max size: 10MB
Videos:
- • MP4
- • AVI
- • MOV
- • Max size: 100MB
Documents:
- • DOC, DOCX
- • XLS, XLSX
- • Max size: 25MB
Media Upload Tips
- • Photos are automatically compressed and thumbnails are generated
- • GPS metadata is extracted from photos if available
- • Videos are compressed for faster loading
- • Documents are scanned for viruses before upload
- • All files are stored securely in the cloud
Troubleshooting
Common Issues and Solutions
Issue: Cannot create a new lifecycle
Possible causes:
- • Insufficient permissions (need Admin or Manager role)
- • Organization not properly set up
- • Browser cache issues
Solutions:
- • Check your user role and permissions
- • Contact your organization admin
- • Clear browser cache and try again
Issue: Sites not inheriting lifecycle stages
Possible causes:
- • Project doesn't have a lifecycle assigned
- • Site was created before lifecycle assignment
- • System error during stage creation
Solutions:
- • Assign a lifecycle to the project first
- • Delete and recreate the site
- • Contact technical support
Issue: Media uploads failing
Possible causes:
- • File size exceeds limits
- • Unsupported file format
- • Poor internet connection
- • Browser compatibility issues
Solutions:
- • Check file size and format requirements
- • Compress large files before uploading
- • Try a different browser
- • Check your internet connection
Issue: Form submissions not saving
Possible causes:
- • Required fields not filled
- • Validation errors
- • Network connectivity issues
- • Session timeout
Solutions:
- • Check all required fields are completed
- • Review validation error messages
- • Save form data frequently
- • Refresh page and try again
Getting Additional Help
Contact Support: If you're still experiencing issues, contact our technical support team.
Documentation: Check other help sections for more detailed information.
Training: Consider scheduling a training session for your team.
Community: Join our user community forum for tips and best practices.
Tracking Progress
How to Monitor Project Progress
- 1
View Project Dashboard
Go to Projects → Select project → Dashboard tab to see overall progress
- 2
Check Site Status
Navigate to Sites tab to see individual progress and current stages
- 3
Review Stage Completion
Click on individual sites to see detailed stage progress and form submissions
- 4
Generate Reports
Use the Reports section to create detailed progress reports for stakeholders
Understanding Progress Indicators
Progress Tracking Tips
- • Set up regular progress review meetings with your team
- • Use filters to focus on specific sites or stages
- • Export progress data for external reporting
- • Set up notifications for stage completions
- • Use the mobile app for real-time field updates
Best Practices
Project Lifecycle Management Tips
Getting Started
- • Start with predefined templates rather than creating from scratch
- • Test your lifecycle with a small pilot project first
- • Ensure all team members understand the workflow
- • Set up proper user roles and permissions
Ongoing Management
- • Regularly review and update lifecycle stages
- • Monitor progress and address bottlenecks quickly
- • Keep form templates simple and user-friendly
- • Train field executives on mobile app usage
Common Mistakes to Avoid
Creating too many stages: Keep lifecycles simple with 4-8 stages maximum
Not testing forms: Always test form templates before assigning to stages
Poor field executive training: Ensure field teams understand the mobile interface
Ignoring progress monitoring: Set up regular progress review meetings
Additional Resources
- • Watch video tutorials in the Help Center
- • Download the mobile app for field executives
- • Contact support for personalized training sessions
- • Join our user community for tips and best practices
Last updated on November 17, 2025