A project is the basic unit of work in HeatAlgo: one building, one job, one client. A project holds all four calculation modules, the client form and your conversations with the Algo assistant, and a report unlocks one, two or all modules of that project. This article shows how to create, describe, find, edit and delete projects.
Create a new project
You can create a new project from several places:
- the "New project" button on the Start page,
- the plus next to "Projects" in the side menu,
- the project search dialog (Ctrl+K, Cmd+K on a Mac) - type a name and the list offers "Create project "name"",
- by asking the Algo assistant, for example "create a project Smith, Denver".
The "New project" form has three fields. Only the project name is required (for example "Smith remodel"). The client's full name and the property address are optional. They go on the title page of the PDF reports, and without a client name the address does not show on the report. After "Create project" the project view opens with the modules and tools.
The project view
The project view ("Project overview" in the side menu) is where you open the modules and manage the project as a whole. It has:
- a header with the name, client details and creation date, and the "Edit details" button - it changes the name, client and address,
- "Next steps" - tips on what to do next: add the client's details, send the client form, use Algo,
- "Calculations" - the four modules with when each was last saved, or that it has not started yet, and an "Open" or "Start" button,
- "Client data" - the client form card with its current state,
- "Client report" - the unlock card: "This project is in preview" with the unlock button, or, after unlocking, the date until which export works,
- the "Algo AI" card - opens a conversation about this project,
- "More actions" - including editing and deleting the project.
The modules in one project share data. The heat loss calculation feeds heat pump sizing, radiant floor heating and ventilation, and the client form feeds all four. How that works is in data flows between modules.
Areas, lengths and temperatures in a project show in your account's units - feet, ft² and °F if you use imperial. The choice belongs to your account, not to the project, and you change it in Settings. The calculation itself stays metric, to EN standards.
Project list and search
The Start page shows recently edited projects with a "Continue" button, which opens the module you last worked in. The full list is in the side menu under "Projects". Each project expands to its modules, and "All projects" leads to the whole list, sorted by last edit.
The fastest way to a specific project is Ctrl+K (Cmd+K on a Mac). It opens the "Projects" dialog with a "Search projects" field. Type part of the name, pick the project with the arrow keys and open it with Enter. Each result shows whether the project is "Unlocked" or "Not unlocked". When the name you typed matches no project, the dialog offers to create a new one with that name.
You can also open projects from a conversation with Algo. Ask for your project list, the assistant puts it in the conversation, and one click opens the project.
Edit project details
You change the name, client and address in the project view with "Edit details". The change applies right away to report covers you generate later; PDFs downloaded earlier stay as they were. Algo can also rename a project at your request - a confirmation with an "Undo" button stays in the conversation.
Delete a project
You delete a project from its view: open "More actions", pick "Delete project" and confirm in the "Delete project" dialog. Deleting removes all project data - the heat loss calculation, heat pump sizing, radiant floor heating and ventilation, the client form and uploaded floor plans. You cannot undo this in the app, so download the PDFs you need first. A deleted project is marked as deleted and purged for good within 90 days. During that time you can ask for it back: write to us from the account menu ("Email us") with the project name.
One exception: when the Algo assistant deletes a project at your request, the conversation shows "I deleted this project. It can be restored" with a "Restore" button.
Deleting a project does not give back the credit spent on it.
One account, one person
A HeatAlgo account is for one person. Only the person signed in to it sees and edits its projects. You cannot share a project with another account or move a project between accounts. A second installer or a coworker creates their own free account and keeps their projects there. If you run a company with several people, see the for companies page - on the Company plan we create accounts for your staff and agree on invoicing that fits how you work.
How many projects can I have
There is no limit on the number of projects, on a free account or with a subscription. All projects stay on the account whatever your plan. The preview, calculations and history do not disappear - unlocking only affects full results and PDFs. More in what is free and what a report unlocks.
Data from a previous session
If you see the banner "You have data from a previous session" after signing in, the app found data saved locally in this browser from before projects moved to the cloud. "Yes, create project" saves it as a new project on your account (named "Project from" and the date by default), and "No, discard data" drops it for good.
A HeatAlgo report follows EN 12831-1 and EN 1264, not ACCA Manual J, and is not accepted for permits or rebates.