Skip to main content

Performance task

The performance task uses the system data, location and shading information to estimate the annual output of the system. This is then used in self-consumption calculations to estimate how much of what is generated will be used directly, used to charge a battery or exported to the grid, which is needed to estimate the the financial benefits of the system.  


Navigating

Getting started with the performancePerformance task 

task

You can access the Performance task  via the 'Tasks' drop-down menu or from the task list to the left on the project overview page.  

When the Performance task first opens, you'll be shown a popup that lets you you configure the settings you want to use. You can use the left hand navigation to choose the settings you want to edit. More

information

PerformanceNav.gif

Select Edit Inputs in the top right to re-open this menu.

image.png

Performance inputs

Navigate between the tabs on the left-hand side or by clicking next in the bottom right corner.

Expand each section below for more details on each tab. 

Location

This section may show as ticked and completed already if this information can be pulled from the start of the project. 

A postcode is necessary for performance calculations, since where in the world the system is located determines how much sunlight it will get. If there is no postcode for the location of your system, choose the most local one you can find. 

Roofs

If you are creating a flat roof system or using quick roof mode, you will also need to input pitch and orientation. Both this and the location data are used to determine the output of the system.  

This section may show as ticked and completed already if the pitch and orientation can be populated from earlier in the project. 

Panel allocation

This section will depend on how you have configured your settings and the system you are designing.

  • If you have selected for your panels to be automatically allocated, then panel allocation will show as completed
  • If you have selected suggest allocation then here you can choose to edit the allocation or select Done to accept the allocation and close the window.
  • If you have manual allocation selected then you will need to allocate the panels here. 

There are some cases where auto-stringing will not work and manual allocation will be required.

Read more: How to Manually Allocate Panels

easy-pv.co.uk

Self-consumption calculation (optional)

easy-pv.co.uk

A self-consumption model is available below.for all users in the Consumption Task. For UK users, this can be provided to customers in addition to the MCS calculation, which is completed here in the performance task. 

This process follows MCS guidelines defined in image.pngMCS 032 to predict self-consumption of the generated PV electricity. UK companies installing under MCS will need to provide this calculation when it can be used. 

  • Annual electricity consumption of the property
    • The lookup tables for this calculation only permit values between 1500kWh and 6000kWh. Use the consumption task for more detailed consumption calculations or for values that fall outside this range.
    • For the most accurate results use a value from past electricity bills. Where possible, consumption data should be taken before the installation of electric heating / hot water or electric vehicle charging.
  • Occupancy archetype
    • Properties that are occupied during the day will typically consume more PV-generated electricity directly. Properties that are empty during the day may benefit more from battery storage that can store PV-generated electricity for later use.
  • Proportion of battery used for ancillary services such as backup power or arbitrage
    • If there is a battery on the project, this question will appear. If the entire battery capacity to be used to increase self-consumption, this value will be 0%.
    • The lookup tables for this calculation only permit that the usable capacity is less than 15.1kWh, in this case use the consumption task for more detailed consumption calculations. 
  • Is additional self-consumption anticipated?
    • The MCS calculation does not account for consumption arising from "non-typical domestic loads" such as electric space heating, swimming pools, heat pumps, electricity power diverters, electric water heating and electric vehicles.
    • You can enter any figure here, but the calculation assumes that a maximum of 95% of the generated electricity is available for self-consumption so the value in the results table will be capped to the remaining available generation capacity.

Read more: Differences between MCS and Easy PV self-consumption.

Click Done when all inputs have been completed. 

WhenNote: youdesigning havein finished3D and configuring theseyour inputs,settings click Done.to automate panel allocation and sunpath diagram calculations will streamline much of this task. 


Navigating the performance task 

The right hand sidebar contains options to switch between the Sunpaths  and the the Performance results:

Screenshot from 2025-02-11 14-10-49.pngPerformanceTaskNav.gif

As well as the following:

trouble
  • Click
  • theto

    image.png

  • Edit inputs: 

    Click to update the location, pitch and orientation of the roofs and panel allocation

  • image.png
  • Open help page
    : Go directly to this help page if you're ever having trouble. 
  • three

    image.png

    dots
    see

    the following:

    • Go to user preferences preferences

      :

      Adjust which performance dataset is used, sunpath and panel allocation automation, and MCS self-consumption defaults.

      defaults

    image.png

  • Open performance report
    : See MCS performance table with sections A, B, C and D (if MCS self consumption completed and selected in financial task).
  • View and edit

    Sunpaths

    TheAt sunpaththis diagramsstage, mapsyou need to model any shading that may affect the pathoutput of the sun across the sky at different hours in the day for different months of the year. For each point on the sunpath diagram, Easy PV calculates the amount of solar radiation reaching the panels from direct and diffuse radiation. For shaded regions, where direct radiation is radiation is fully blocked, the system calculates how much diffuse radiation still reaches the panels. The shading factor is the proportion of solar radiation that reaches the panels after accounting for these shading losses.  

    image.png

      Automating with 3D

      If designing in 3D or magic design mode, the shading can be calculated automatically, provided any trees or obstructions have been modelled. If you would like to manually edit the sunpaths then toggle off 'Auto calculate sunpaths'. 

      image.png 

      If designing in 2D, you will need to manually draw on the sunpath diagram what shade is on the panels at different points in the year. Click between the inputs to expand the sunpath diagrams for each inverter. 

      Read here about the differences between design modes

      Navigating between inverters and inputs

    • On the right you will see each of your inverters, when selecting between them you will see each input or shading group for that inverter on the left.left
    • Once each sunpath diagram has been calculated, a green tick will show on the inverter. 

      inverter

    ViewAutomating with 3D

    If designing in 3D or magic design mode, the shading can be calculated automatically. If you would like to manually edit the sunpaths then toggle off Auto calculate sunpaths

    AutoSunpath.gif

    Note: You will need to make sure you have modelled any surrounding trees or buildings in the Buildings task for the shade to be calculated automatically. 

    Read more: Differences between design modes

    Manually editing sunpaths

    If designing in 2D, you will need to manually create the sunpath diagram. Click between the inputs to expand the sunpath diagrams for each inverter. 

    ManualSunpaths.gif

    Performance results   

    These results will depend on which versionperformance ofcalculation Easy PVmethod you are using,using.

    Expand the sections below you can expand for information on each version:version.

    MCS performance and self-consumption results

    easy-pv.co.uk

    The performance estimate calculated here is based on the method detailed in MCS 032.  See the end of of this section for more information on the methodology used for the self-consumption calculation.    

    The MCS performance report can be accessed from the forms (and then reports) drop down menu.  

    A. Installation data data 
    This section details the installed capacity, orientation of the system, inclination of the system and the location. These inputs can be adjusted by clicking the pen icon in the top right or by adjusting the panels on the system.  

    B. Calculations
    Using the installation data and the shading factor, an estimated annual output is calculated. To adjust the shading factor, navigate to the sunpaths diagrams tab.  

    C. Estimated PV self-consumption – PV only
    The estimated self-consumption for the system with PV only is taken from the MCS lookup tables, depending on the values above and those input in the task. Click the pen icon to adjust these inputs.  

    D. Estimated PV self-consumption – with EESS
    The estimated self-consumption for the system with PV and battery storage is taken from the MCS lookup tables. This section will not show if there is no battery storage, navigate to the inverter task to include battery storage.

    E. Additional benefits from PV and EESS
    If additional consumption is anticipated or some of the battery capacity is reserved for ancillary services, that will be detailed here. This section will not show if that is not the case, to edit those inputs click the pen icon in the top right and navigate to the self-consumption tab.  

    Screenshot_25-4-2025_14556_staging.easy-pv.co.uk.JPG

    NREL performance results

    Section easy-pv.ieeasy-pv.co.uk

    Section details the installed capacity, orientation of the system, inclination of the system and the location. These inputs can be adjusted by clicking the pen icon in the top right.  

    In section B, the data in section A is used to estimate the output per kWp for the unshaded array  using the NREL's PVWatts calculator. The percentage of output lost from shade is then subtracted from this value. This is then multiplied by the kWp of the input to calculate the estimated generation per input. To adjust the percentage lost, navigate to the sunpaths tab.  

    Edit

    Still Need Help?

    the

    Contact system is located determines how much sunlight it will get.Support: If thereyou've isgot nofurther postcodequestions, forget thein locationtouch ofwith yourour system,support chooseteam theat mosthelp@easy-pv.co.uk local(UK) oneor youhelp@easy-pv.ie can(IE). find. 

    This section may show as ticked and completed already if this information can be pulled from the start of the project. 

    Roofs

    If you are creatingexperiencing a flat roof system or using quick roof mode, you will also needbug, to inputhelp pitchus andlook orientation.into Bothyour thisissue andfaster, please include the locationemail dataaddress areof usedyour to determineaccount, the outputname of the system.  

    This section may show as tickedproject and completed already if the pitch and orientation can be populated from earlier in the project. 

    Panel allocation

    This section will depend on how you have configured your settings.

    • If you have selected for your panels to be automatically allocated, then panel allocation will show as completed
    • If you have selected suggest allocation then here you can choose to edit the allocation or select Done to accept the allocation and close the window.
    • If you have manual allocation selected then you will need to allocate the panels here. 

    There are some cases where auto-stringing will not work and manual allocation will be required. Further information about manual panel allocation can be found here

    Self-consumption calculation

    A self-consumption model is available through the Consumption Task. For UK users, this can be provided to customers in addition to the MCS calculation, which is completed here in the performance task. 

    MCS self-consumption calculation

    This process follows MCS guidelines defined in MCS 032 to predict self-consumptionscreenshots of the generated PV electricity. UK companies installing under MCS will need to provide this calculation when it can be used. 

    Annual electricity consumption of the property

    The lookup tables for this calculation only permit values between 1500kWh and 6000kWh. Use the consumption task for more detailed consumption calculations or for values that fall outside this range.

    For the most accurate results use a value from past electricity bills. Where possible, consumption data should be taken before the installation of electric heating / hot water or electric vehicle charging.

    Occupancy archetype

    Properties that are occupied during the day will typically consume more PV-generated electricity directly. Properties that are empty during the day may benefit more from battery storage that can store PV-generated electricity for later use.

    Proportion of battery used for ancillary services such as backup power or arbitrage

    If there is a battery on the project, this question will appear. If the entire battery capacity to be used to increase self-consumption, this value will be 0%.

    The lookup tables for this calculation only permit that the usable capacity is less than 15.1kWh, in this case use the consumption task for more detailed consumption calculations. 

    Is additional self-consumption anticipated?

    The MCS calculation does not account for consumption arising from "non-typical domestic loads" such as electric space heating, swimming pools, heat pumps, electricity power diverters, electric water heating and electric vehicles.

    You can enter any figureunexpected here, but the calculation assumes that a maximum of 95% of the generated electricity is available for self-consumption so the value in the results table will be capped to the remaining available generation capacity.behaviour.