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Share a project, collaborate with team members, and manage project access

Manage Teams Feature

How folders work on project dashboard and how I can change the settings?

Folder Settings

You select it easily from the building icons.

How do I select the building type?

How to select Single Family Home as your building type!

Readily-available projects so you can start exploring various analysis.tool features!

analysis.tool Example/Sandbox Projects

Guide for making energy assumptions - Red, Yellow, Green boxes in the Energy Page

Efficiency Ranges for Engineering Inputs

Compare Projects Feature

Introduction to the dashboard and its functionalities

Guide to the Admin Dashboard

How to save /  lock an analysis.tool project?

Lock Feature

Introduction to the new interface and functionalities

Guide to the New Project Dashboard

The simple toggle button can be used to toggle between Metric and IP units.

How do I change Units?

Communication and activity logging inside analysis.tool

Manage Teams and Chat Feature

FAQ: Create duplicate, clone, copy of an analysis.tool project

How to create a copy of your project?

Sandeep Ahuja

Patrick Chopson

Project Details and Workflow Features

Plugins

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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