Create a C&I Offtaker

Create a C&I Offtaker

1. Navigate to Plan > C&I Sites

2. Click on Offtakers > Add Offtakers

3. Create offtaker profile

  1. Fill out the Offtaker name, business type and select the country(s) the offtaker has sites in
  2. Fill out the Site Configuration section for each group of sites you want to detail, then click on Confirm to save and create the site



4. Fill out detailed Site Group data

Once you create the site, click on Add Details on any Site Group panel to add more detailed information about the group of sites.
  1. Project Fundamentals 
  2. PV Productions
  3. Customer Consumption
  4. Tariffs & Connections
  5. Variable Costs & Expenses
  6. Additional Comments

5. Click Confirm to save site information 

From here you can make edits by clicking on Edit details 
If the Confirm button is still grey, make sure all required fields are completely filled out. Once all required information is entered, the button will turn orange to allow Saving.

6. Create your portfolio

  1. Select the checkbox next to the site(s) you want to include in the portfolio
  2. Click on Create site group portfolio
  3. Add the portfolio name

6. View and share your portfolio with Odyssey

  1. Navigate to Finance > Portfolios
  2. Select C&I Portfolios
  3. Scroll to the right and click on share with odyssey

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