Planning packages as parts-list templates

A planning package is a reusable parts-list template, made from pre-selected components and services, that you import into a new planning to speed up offer creation.

This is the Settings side of planning templates: the reusable parts lists you build from your component library and apply when planning a project. There are three building blocks here, and the difference between them is load-bearing: planning packages and offer templates replace a target's parts list, while planning templates add on to it.

Before you start

• You manage these in Settings > Planning & offer > Planning templates. At the top are the Offer templates, Planning packages, and Planning templates tabs. If the Offer templates tab is not available in your workspace, contact your Reonic account manager.
• Your component library needs to hold the components you want in the package first.

Build a planning package

A planning package is a priced parts list for one target. You create one Solar package, one Storage package, and so on, each made from your standard components and services.

1. Open the Planning packages tab.
2. Create a package and choose its target: Solar, Storage, Wallbox, or Heat pump. A package belongs to one target and is imported there.
3. Add the standard components and services that make up the package.
4. Save.

Build one package per manufacturer or per system-size band rather than lumping every variant into one, since applying a package replaces the target's parts list (see Things to know). You can create as many packages per target as you want.

Bundle packages into an offer template

An offer template is a pre-configured combination of planning packages, one per category, so selecting it populates every category at once.

1. Open the Offer templates tab.
2. Create a template and pick one package per category to include.
3. Save.

Build a planning template

A planning template is an additive add-on group: components added in addition to a section, rather than replacing it.

1. Open the Planning templates tab.
2. Create a template and assign it to a section (Solar, Storage, Wallbox, Heat pump, Optional, or Additional).
3. Add the add-on components.
4. Save.

Things to know

• Replace versus add-on is the core distinction. Applying a planning package clears and replaces that target's existing line items. An offer template applies its packages, each of which overwrites its own target. A planning template appends add-ons to a section and clears nothing.
• Note the current parts list before re-importing. Because applying a package overwrites the target, loading a different package into an ongoing planning replaces what's there.
• Editing a shared component prompts you. When you edit a component used in packages or templates, an Outdated components banner offers a one-click update of all packages and templates to the latest component.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Bug reports → include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026