Solar EPC Project Management: Getting started

Fuzen’s solar project management app turns your Google Drive into a fully integrated project management platform to monitor the day-to-day work being done in all your Solar EPC projects at different sites.

Scope of work for each project is captured in a spreadsheet. From there, work is planned and delegated to the team. Members of the project team get daily todo list emails listing all the work that is pending at their end. They submit progress updates from site using a form on their mobile phones. All progress data is analyzed and reported on the central dashboard.

Setting up your Solar Project Management App

Create the solar project management app on Fuzen dashboard

Go to the “App Marketplace > Get New App” option in the menu. Here you will see all the apps in the Fuzen marketplace available for free trial. Search for ‘Solar Project Management’.

 

Fuzen offers a 7 days free trial for this app. You can click on the ‘Start Free Trial’ button to start your trial. You can use the app for free for 7 days, without credit cards. Afterwards you will need to upgrade to a paid plan to continue using the app.

When you click to ‘Start Free Trial’, Fuzen will attempt to install the app within your Google Drive. So it will try to connect to your Google Drive account. If your Google Drive is not already connected to Fuzen, you will be asked to authorize the required connection. Your authorization will allow Fuzen to add the cold email automation files and workflows to your Google Drive.

Please provide the required permissions and then again submit the form to create new app.

After providing the required permissions, your Fuzen account will be connected to your Google Drive. Then you can again go to the template for ‘Solar Project Management’ and click on ‘Start Free Trial’.

App is created

When you start your free trial, Fuzen will add some files and folders to your Google Drive, which are required for running your project management app.

All the files, documents, folders and other information of your solar projects will be managed within this Google Drive folder titles – ‘Solar Project Management – Main Folder’.

It will also set up the project management dashboard within your Fuzen account. After setting up the app, you will be asked to activate the workflows added to your Google Drive.

Activate the workflows

On your central project dashboard, you will see a link similar to the one in this screenshot.

Click on that link to open the central project tracking sheet.

Then click on the button to “Connect and Activate Google Forms” with this Google Sheet.

Then you will be asked for your permission to activate the workflows created in your Google Sheet and connect with Google Forms. If you see a warning window like the one above, click on ‘Advanced’.

Then click on ‘Go to Central Project Tracking Dashboard’ link.

Google will ask for your permission to allow certain services in the automation workflow. Scroll down and click on ‘Allow’.

Project tracking workflows added to your project dashboard sheet will be activated and all the required Google Forms will be connected to this central tracking sheet.

You will see links to each of the forms in a pop-up. The final step in the set up is to open each one of these forms by clicking on corresponding links.

When each form is opened Google will ask you to restore the folders which are required to save files uploaded to those forms. Simply click on ‘Restore’ for each of the forms. 

Then you can close the forms and the Google sheet, as workflow activation is complete at this point.

Next, you can go back to your project management dashboard and try creating a new project.