Manage projects

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

Viewing projects

Access your projects from the main dashboard after signing in:

Personal projects:

Projects you own in your personal organization
Projects you created as an individual user

Team projects:

Projects shared within your organization
Projects you have access to through team membership

Project list displays:

Project name and description
Last modified date
Your role (Owner, Editor, Viewer)
Organization name for team projects

Opening a project

From the projects list:

Click the project name or card.
Project loads in the SLD editor.
Canvas displays with all components and connections.
Your viewport and zoom level restore from last session.

Keyboard shortcut:

Click project then press Enter to open

Project roles

Your role determines what you can do:

Owner:

Full control over project
Edit diagram and settings
Add/remove members
Delete project
Transfer ownership

Editor:

Edit diagram and components
Run calculations
Cannot manage members
Cannot delete project
Can create connections and modify properties

Viewer:

View diagram only
View calculation results
Cannot edit components
Cannot run new calculations
Read-only access to all project data

Owners and admins assign roles when adding members.

Editing project details

To update project name or description:

Open the project.
Click Settings in the toolbar (or press Cmd/Ctrl+,).
Edit project name or description.
Changes save automatically.

What you can edit:

Project name (shown in project list and title bar)
Description (helps team identify project purpose)
Code book (NEC 2026, future: CEC, IEC options)
Default visibility for new components

What you cannot change:

Project ID (permanent identifier)
Owner (transfer ownership instead)
Organization (projects tied to org)
Creation date

Searching and filtering

Find projects quickly with search and filters:

Search:

Search by project name
Search by description text
Results update as you type

Filter by role:

Show only projects you own
Show projects where you are editor
Show projects where you are viewer

Filter by organization:

Personal projects only
Specific team organization
All organizations

Sort options:

Last modified (default)
Created date
Alphabetical by name

Project settings

Access project-specific settings:

General:

Name, description, owner
Organization membership
Visibility (private to org, or specific members)

Code book:

NEC 2026 (default)
Future: Canadian Electrical Code (CEC)
Future: IEC standards

Defaults:

Component defaults at project scope
Override organization defaults
Apply to newly created components

Calculation settings:

Convergence tolerances
Voltage initialization method
Short-circuit calculation method

Duplicating projects

Create a copy of an existing project:

From projects list, click ... on project card.
Select Duplicate.
Enter name for new project.
New project creates with all components and connections.
Calculation results do not copy (must rerun).

What duplicates:

All components with properties
All connections
Canvas layout and positions
Project settings and code book

What doesn't duplicate:

Calculation results (must rerun analysis)
Member access (you are sole owner)
AI conversation history

Useful for:

Testing design alternatives
Creating templates for similar systems
Preserving original while making changes

Archiving projects

Archive completed projects to declutter your list:

In the sidebar, hover a project and click ....
Click 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 projects section on the Projects page

To unarchive:

Open the Projects page.
Find the Archived projects section.
Click Restore next to the project.

Deleting projects

Permanently remove a project:

Open project settings.
Scroll to Danger Zone.
Click Delete Project.
Type project name to confirm.
Click Delete Permanently.

Warning: Deletion is permanent and irreversible.

Deletion removes:

All components and connections
All calculation results
Canvas state and layout
Project settings and defaults
AI conversation history
All member access

Who can delete:

Project owner only
Organization admins cannot delete projects they don't own

Before deleting:

Export calculation results if needed
Notify team members
Consider archiving instead

Transferring ownership

Change project owner:

Open project settings.
Go to Members tab.
Find new owner in member list.
Click ... next to their name.
Select Make Owner.
Confirm transfer.

After transfer:

New owner has full control
You become an editor (if you stay)
New owner can remove you

Transfer ownership when:

Leaving organization
Handing off project responsibility
Consolidating project ownership

Project visibility

Control who can discover and access your project:

Private:

Only members you explicitly add
Not visible in organization project list
Most secure option

Organization:

All organization members can view
Edit access still requires membership
Good for team transparency

Public (future):

Anyone with link can view
Useful for sharing with external reviewers
Calculations visible but not editable

Set visibility in project settings under Access.

Leaving a project

Remove yourself from a project:

Open project settings.
Go to Members tab.
Find yourself in member list.
Click Leave Project.
Confirm.

Cannot leave if:

You are the sole owner (transfer ownership first)
You are the last member (delete project instead)

After leaving:

You lose all access
Components you created remain
Owner can re-add you

Create a project - Creating new projects
Project members and permissions - Adding team members
Organization settings - Org-level configuration