Overview - Edit Proposal screen

On the Edit Proposal screen, you can view all over your proposal details at a glance. 

You can edit details in the General Information section by clicking on any of the blue text. You'll find your proposal name, date, and customer information in this section. 

The Meter Summary provides all of the meter, rate, PV, ESS, and incentive details. Your meter name will be the title of this portlet. If you have multiple meters, the summary name will convert to a drop-down that will allow you to switch between your meters.

In the Project Summary section, you can choose the Energy Use Profile you want to apply, add a rate switch if needed, and set your demand throttle. You'll also find Project Cost details in this section. 

The PV System section houses all PV details of the project, including incentive values that apply to PV. To edit your PV system or Incentive, click the edit button on the top right of this summary section. 

Like the PV section, the Energy Storage section includes all ESS details for the project, including incentive values applied to ESS. To edit your Energy Storage System click the edit but on the top right of this summary section.

The Transaction portlet is where you can add and view your transactions. Once a transaction is selected, you can edit, delete, or add additional transactions by clicking the blue edit button on the top right of the portlet. You can also edit the transaction template used to create your transaction by clicking the orange tooltip and then the edit button.

The Document portlet is where you can add and view your documents. Once a document is selected, you can edit, delete, or add additional transactions by clicking the blue edit button on the top right of the portlet. You can also edit the document template used to create your document by clicking the orange tooltip and then the edit button.

If you have multiple meters applied, an addition portlet will appear under the meter summary. The Aggregated Project Details is a summary of all of your meters combined.