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Setting up a project
An H1 project holds everything for one building: its plan, climate zone, elements, assemblies, the compliance result, and the details that appear on the report. This page covers creating one and getting it organised.
Start from the Dashboard
The Dashboard ("Your work") is your home base. It lists your H1 projects and Assemblies on two tabs, with recent items under Jump back in. Two buttons start new work:
- New H1 project - opens a fresh project in the H1 Compliance page.
- New assembly - opens the Assembly Builder (see Assemblies and products).
Press ⌘K (Ctrl+K on Windows) anywhere to quick-open a saved project by name.
Name the project
Give the project a name in the Project name field at the top of the H1 Compliance page (for example, "12 Beach Road dwelling"). The name is how you find it on the Dashboard and how it prints on the report.
A status indicator next to the name shows Saved, Unsaved changes, or Not yet saved.
Set the climate zone
Under Climate zone, either enter the site's NZ postcode (Thermly resolves the territorial authority and zone) or pick one of the six zones directly from the Climate zone dropdown. The zone is per project and selects the reference building for the heat-loss check. Zones follow H1/AS1 6th edition, Appendix C.
Fill in the project information
Project Information holds the details that print on the report cover and headers. Blank fields render as "Not specified", so you can complete them any time before generating:
- Site address, Client / owner, Designer / architectural practice, Consent reference.
- Prepared by - Name and Organisation.
- Optional building metadata used in the report: building use, building type, number of storeys, heated floor area, envelope inclusions and exclusions, notes on unheated spaces, and a report version.
With a plan attached, ✨ Read project information from plan can pre-fill several of these from the drawing's title block, for you to check.
Attach the plan (optional but recommended)
Attach the architectural plan set under Plan PDF (optional). It uploads to your account and stays available to View plan, Download, Replace or Remove. See Uploading and calibrating your plan.
Save, and track status
Click Save to persist the project to the Dashboard. New starts a fresh project (it confirms first if you have unsaved changes).
Each project carries a status you control:
| Status | What it means |
|---|---|
| Draft | Editable working state. Reports carry a preview watermark. |
| In Review | Set aside for a final check; still editable, still watermarked. Address review comments, then submit or return to draft. |
| Submitted | Submitted for approval; awaiting sign-off. Reports print without the watermark. |
| Approved | Final and locked. Make a copy to revise. |
Organise with folders
On the Dashboard, group projects into folders. Projects not in a folder sit in your Workspace. Filter and sort the list by zone, name, or date, and switch between Cards and Rows.
Share with your team
If you belong to an organisation, you also get shared folders visible to the whole team. Move a project into a shared folder to collaborate on it. Colleagues can add review comments against each element at any status (a submitted project stays reviewable); the In Review status marks a project as set aside for that final check. Organisation admins can also set a report logo and accent colour so generated reports carry the practice's branding. See Can I share projects with my team?