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How to Request Reports and Credits

Learn how to request Power Flow Studies, CIAs, and custom reports from your sites and projects in Pipeline, purchase and track report credits, and view completed deliverables - all in Paces.

Written by Katherine Olecki
Updated over a week ago

Reports and Other Services

Paces offers customized, industry-standard reports to help you assess and de-risk projects faster on with lower cost and speedier delivery timelines than traditional consultancy agencies. Reports can be requested in-app for any site and cost credits.

Report Offerings

Learn more about Paces reports by visiting the Reports tab on the side navigation bar. Some examples of Reports Paces offers include:

  • Power Flow Studies

    • (Optional Add On) N-1-1 Analysis

    • (Optional Add On) Off Cycle Case Updates

  • Critical Issues Analyses (CIA)

  • "Build Your Own" Modular Reports

Requesting Reports

From a Site

You can request services directly from a site by selecting Request Service in the site detail page. Next, fill out all the critical project info needed to complete the service.

When submitted, the site is automatically promoted to a project in Pipeline and the service request is attached to the new project.

Pipeline

Pipeline is your dedicated workspace in Paces to manage and track projects you're actively developing. Move a site from Our Sites to Pipeline when:

  • You've engaged a site's landowner

  • You're ready to invest in due diligence or request Reports

  • You're actively planning to develop the project

Once a site is promoted to Pipeline it becomes a Project.

  • A Project represents a real development effort and comes with a hub where you can request services, manage deliverables, and track request progress.

From a Project

Once a site becomes a project, you can request additional services any time from the Project Hub. Choose the type of service you want, and fill out the required details. All requested services and deliverables will live in the Project Hub.

Promoting a site to a project in Pipeline

From Our Sites*

  1. Select one or more rows and choose "Change Status" β†’ pick a Pipeline stage

  2. Fill in key project details in the form that appears

  3. After saving, the site becomes a project and moves into Pipeline

*Available only for compact view

From a site's detail page

  • Open the detail page for the site you want to promote

  • Click "Change Status" and choose a Pipeline stage

    • Review

    • Backlog

    • Pursuing

  • Complete the project information form to confirm

  • Once submitted, the site will appear in Pipeline as a new project

Viewing Completed Reports

All reports are delivered through the Paces app as PDFs. Requestors will receive an email notification when the report has been delivered.

In order to access the completed report:

  1. Navigate to Reports

  2. Select View Report

OR

  1. Navigate to Pipeline

  2. Select the site the report was requested for

  3. Select the download icon to save the completed report

Tracking Credits

If you've purchased credits, you can track the total number of credits available in your org in the bottom-right corner of your Paces application.

To see the reports that your organization has purchased, simply select the Credits available icon. You'll be redirected to a dashboard that indicates:

  • Available credits

  • Credits consumed

  • A record of reports purchased and their total credit cost

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