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Creating a Project

You can create a new Project in the “Projects” section. Creating a new Project:
  • Fill in Project Details: To create a new project, users are required to input various details, including:
    • Project Name
    • Description
    • Type: The technology/pathway being applied by the project
    • Project Status: The current status of the project. Only Active projects will have available inventory that can be sold and delivered to Customers.
  • Registry Details: Additional details such as registry IDs and the fee percentage can also be added.

Duplicating a Project

Duplicate a project to clone its configuration into a new project, for example a second site running the same pathway. The new project gets the original’s setup (event types, static inputs, models, ledgers, data rules and data feeds) and none of its collected data, so it starts with no events, data points, model runs, batches or reports.
  1. Go to Projects > All Projects
  2. On the project you want to copy, select the ... to the right and select Duplicate Project
  3. Confirm. The new project appears in the list with the original’s name and a number, for example Kiln Site A (1)
  4. Open the new project, go to Project Details, and select Edit to rename it and update its details
Admins and Members can duplicate a project. Duplicate Project appears on projects that belong to your account. The new project is independent of the original: later changes to either one don’t carry over to the other.

What a duplicated project includes

After duplicating a project

  1. Update the project details. If the new project registers separately, change its registry ID and status.
  2. Review each value in Data Inputs > Static Inputs and replace any that differ for the new project, along with their evidence.
  3. Add the project’s locations, assets and feedstocks.
  4. If a data feed fetches from a SQL database or an HTTP API, enter its credentials and turn its schedule back on. See Duplicating a project on the data connectors page.
  5. Re-create any data rule changes that were scheduled to start later.
  6. Set up any data requests the project needs.

Managing a Project

Once a Project has been created, you can easily access that specific Project from the side navigation. Each Project provides a single workspace to manage that project’s production data, commercial inventory, as well as additional details and assets.

Managing Production Data

If production data collection has been activated on a project, you will see the following tabs: Data Inputs , Production Models , and Production Inventory . Within each Project, the ongoing production data can be managed by collecting data, running them through calculations in the accounting models, and tracking the outputs in Production Accounting. The batches of production can then be allocated from the production inventory, to commercial Issuances.

Managing Commercial Inventory

WIthin each Project, the inventory of commercial credits can be tracked in the Credit Inventory. The credits for each Project are tracked as Issuances, then delivered to Customers.