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 the conversations with the Algo assistant, and one report unlocks the whole project at once. This article describes how to create, describe, find and delete projects.
New project
You 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, e.g. "create a project Smith, Kraków".
The "New project" form has three fields. Only the project name is required (e.g. "Smith renovation"). 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 appear 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 enter the modules and manage the whole. It contains:
- a header with the name, client details and creation date, and the "Edit details" button - it changes the name, client and address,
- "Next steps" - hints on what is worth doing: 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; 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 load calculation feeds pump sizing, underfloor heating and ventilation, and the client form feeds all four. How that works is in data flows between modules.
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 ordered 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: you 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 typed name matches no project, the dialog offers to create a new one with that name.
Projects can also be opened from a conversation with Algo - when asked for the project list, the assistant puts it in the conversation, and a click opens the project.
Editing project details
You change the name, client and address in the project view with "Edit details". The change immediately covers report covers generated later; PDFs downloaded earlier stay unchanged. Algo can also rename a project at your request - a confirmation with an "Undo" button stays in the conversation.
Deleting a project
You delete a project from its view: open "More actions", pick "Delete project" and confirm in the "Delete project" dialog. Deletion removes all project data - the heat load calculation, pump sizing, underfloor heating and ventilation, the client form and uploaded floor plans. This cannot be undone from the app, so download the PDFs you need before deleting. 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 return 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. There is no sharing a project with another account and no moving a project between accounts - a second installer or a colleague 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 invoicing on your process.
How many projects can I have
There is no limit on the number of projects, on a free account or in a subscription. All projects stay on the account regardless of the plan - the preview, calculations and history do not disappear, and unlocking concerns only full results and PDFs. More in what is free and what a report unlocks.
Data from a previous session
If after signing in you see the banner "You have data from a previous session", 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 the account (named "Project from date" by default), and "No, discard data" drops it for good.