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September 2024 - Release Notes

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Matt Wrightsman
  • Updated

Project Lifecycle

Milestones

Customers can now assign, track, and view Milestones within Aurora.

  • Quickly understand project progress by viewing Milestone timelines
  • Get more insights into change orders by tracking design changes by Milestone
  • Confidently know what design was offered, sold, and installed all in Aurora

 

Sales Mode

TPO Integration: Enfin Present Enfin leases and PPAs from Sales Mode. 
TPO Integration: GoodLeap Present GoodLeap leases and PPAs from Sales Mode. 

 

Partners

Partner Proposal Templates Partner Admin roles can customize and manage their own set of proposal templates, which are visible only by users in the partner organization and by tenant admins.

 

Settings

Advanced Role Setting: Proposal Template Editing A new Advanced Roles permission allows users to create, edit, and set defaults for proposal templates.

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