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Creating a New Project and Saving

How to create and manage your projects

Kayla Treese avatar
Written by Kayla Treese
Updated over a week ago

How to create a new project

  1. When in app.pvfarm.io/dashboard, press "+ New Project", as shown below:

  2. A new project will appear as shown below:

Understand project statuses

A project can have three statuses:

  1. Private Project: nobody from your team can see or access it. Only you can edit and delete it.

2. Public Project: everyone from your team can see and edit it. Only you can delete it.

3. Team Project: you and everyone from your team can see and edit it. But you cannot delete it.

Please note that only the project owner can delete a project and change it's status.

How to change a project status

  1. Go to the project settings


  2. Select the ‘Status’

    • A project can be put in 4 categories: Active, Sandbox, Completed, and Archived.

    • Once a project has been put in a category it will appear in that tab on the home screen.


  3. Select the ‘Availability’

    • Changing this to "Company" will make the project available to all PVFARM users in your company.

Saving and Versioning

  • In order to save your layout use Ctrl+S on your keyboard or the menu Project -> "Save"

  • Every "Save" command creates a new project version.

    • To see versions, please go to the project versions menu

  • To name or rename a version please follow the instructions below:

    • Press "..." -> "Edit Description" or double-click a version namespace

    • Make sure you have saved the version name in the "Description" box.

  • You can now load any of the versions created in the life of the project.

    • Be sure you saved your project before loading a new version.

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