Manage projects

Projects contain all diagrams, components, calculation results, and settings for a single electrical system study.

Viewing projects

The Projects page and the sidebar list every project you can open: projects you own and projects shared with you.

The projects table shows each project's name, description, code book, owner, and last modified date. Click a column heading to sort by it. Type in Search projects to filter the list.

Opening a project

Click a project name in the projects table or the sidebar. The project opens in the SLD editor with all components and connections.

Downloading a project

In the projects table or sidebar, open the project menu and select Download project (JSON). Your browser saves a complete JSON copy of the project for your records. Viewers can download projects they can open.

Project roles

Your role (Owner, Editor or Viewer) determines what you can do. An owner can do everything, an editor can edit and run studies but not archive or delete the project, and a viewer can only read it. See Project roles and access.

Editing project details

The project owner can change the project's name, description, and upstream naming:

On the Projects page, click ... on the project row and select Edit details. In the

sidebar, hover the project, click ..., and select Edit Project.

Edit Project Name, Description, the Upstream Naming Prefixes, or

Auto-rename upstream.

Click Save Changes.

Auto-rename upstream renames cables and protection devices when the load they feed is renamed or connected, using the prefixes above it.

The project's code book and edition are set when the project is created and cannot be changed.

Diagram settings

In the SLD editor, click the gear icon (Diagram Settings) in the header. The dialog has these tabs:

Display Labels: which fields each component type shows on this project's diagram.
Project Settings: the auto-sizing mode (Off, Suggest, or Auto-apply) and how

voltages display (Per-Unit, Engineering, or % Drop).

Project Defaults: component defaults for this project. They override organization defaults

and apply to newly created components.

Short Circuit and Arc Flash: study settings, including which buses are faulted.

Duplicating projects

Create a one-off copy of an existing project you own:

From the projects list, click ... on the project row. In the sidebar, hover the project and click ....
Select Duplicate (Duplicate Project in the sidebar).
A new project is created with a copy-style name.
Calculation results do not copy and must be rerun.

What duplicates:

All components with properties
All connections
Canvas layout and positions
Project settings, scenarios, code book, and copied engineering configuration

What doesn't duplicate:

Calculation results (must rerun analysis)
Generated reports and saved artifacts
Project activity events
Collaborators (you own the copy)
AI conversation history

Project templates

Templates are reusable starting points built on the same copy engine as duplication.

Mark a project as a template:

Open the project actions from the projects table or sidebar.
Select Mark as template (Mark as Template in the sidebar).
The project remains a normal editable project and receives a Template badge.

Only the project owner can mark or remove template status. Archived projects cannot be used as templates.

Create from a template:

Select Create Project.
Check From template.
Select a template you own or are a member of.
Enter the new project name and optional description.
Click Create Project.

Projects created from templates are regular projects, not templates. They copy the same electrical model and settings as duplicate, but do not copy generated artifacts, reports, activity events, AI conversations, or collaborators.

Archiving projects

Archive completed projects to declutter your list:

On the Projects page, click ... on the project row and select Archive. In the sidebar, hover the project, click ..., and select Archive Project.
Project is removed from active lists immediately.
Optional: click Undo in the toast to restore it right away.

Archived projects:

No longer appear in main project list
Still count toward project limits
Can be restored from the Archived tab on the Projects page

To unarchive:

Open the Projects page.
Select the Archived tab. It appears once you have at least one archived project.
Click Restore next to the project.

Deleting projects

Only the project owner can delete a project:

On the Projects page, click ... on the project row and select Delete. In the sidebar,

hover the project, click ..., and select Delete Project.

Click Delete Project to confirm.

> Warning: Deletion is permanent. It removes the project's components, connections, > calculation results, layout, settings, and member access. Consider archiving instead.

Create a project - Creating new projects
Project roles and access - What each project role can do
Organization settings - Org-level configuration