Important Notice

The content in this space is currently being migrated to the cloud. Any content edits must be made by a Knowledge Base admin until migration is complete.
To request content edits, please submit a request to the Strategic Operations Training Team and include the page URL and details on required edits.
A member of the Strategic Operations Training Team will reach out for clarity if needed.

Introduction

This page reviews how to use the Navigation Menu options to locate projects in your community.

Prerequisites

Begin by following the instructions in the COPY Accessing the NYSERDA Portal

Instructions

Once logged into the NYSERDA Portal, click the Projects tab at the top of the screen. If your community has more than one Project with NYSERDA that uses Salesforce, you may see multiple Projects on this page.

A

If you do not see your Project listed, try changing the drop-down menu to All.

BClicking the Refresh button may also help locating an initially unlisted Project.
C

To access a Project, click on the Project Name.


  • No labels