Section 1 of 6
Business information & branding
Portal header, footer, navigation links, business hours, and brand colours.
Point of Contact
This should be the primary point of contact whom the Silverblaze team can reach out to for additional information related to this project.
Contact details
Navigation links max 5 recommended
| Label | URL |
|---|---|
| Link 1 | |
| Link 2 | |
| Link 3 | |
| Link 4 | |
| Link 5 |
Business hours
| Monday * | |
| Tuesday * | |
| Wednesday * | |
| Thursday * | |
| Friday * | |
| Saturday * | |
| Sunday |
Please email us these assets
Company Logo — PNG or high-resolution JPG.
Favicon (Website Icon) — 32×32 px, ICO format.
eBill / Invoice Sample — PDF or image, must clearly display the Account Number. Shown on the SilverBlaze portal's Sign-Up page as a visual reference so customers can locate their Account Number.
Brand colours
Section 2 of 6
CIS integration
API endpoints, service types, test accounts, and account codes.
Point of Contact
This should be the primary point of contact whom the Silverblaze team can reach out to for additional information related to this project.
API endpoints
| Environment | API endpoint URL | Username | Password / token |
|---|---|---|---|
| Development | |||
| UAT | |||
| Production |
Utility service types
Test accounts
| Service type | Account number | Notes |
|---|---|---|
Account type codes
| Type | Code | Description |
|---|---|---|
| Metered | ||
| Non-metered | ||
| Other |
Section 3 of 6
Payment vendor
Provider contact, vendor-specific credentials, test accounts, and payment URLs.
Point of Contact
This should be the primary point of contact whom the Silverblaze team can reach out to for additional information related to this project.
Payment vendor type
One-time payment
Additional comments
Section 4 of 6
SMTP configuration
Email server settings for notifications and registration emails.
Point of Contact
This should be the primary point of contact whom the Silverblaze team can reach out to for additional information related to this project.
Server settings
Authentication details
Sender details
Section 5 of 6
Ansible inventory
Server and database details for the Ansible playbook.
Server
Must be whitelisted by SilverBlaze.
Portal database
SmartForms database Apollo forms only
Installation Drives
Please provide the drive information below as confirmed and agreed upon by the hosting team. The information provided in these fields will be considered the hosting team's written confirmation of the drive preferences for the Silverblaze installation.
Drive letter confirmed by the hosting team for the Silverblaze portal installation.
Drive letter confirmed by the hosting team for temporary storage during the installation process.
Silverblaze IP whitelisting
Provided by the Silverblaze team — the client/vendor is responsible for whitelisting these on their end.
Additional comments
Section 6 of 6
Smart meter integration Optional
Only if offering smart meter data in the portal.
Are you offering smart meter integration?
Toggle on to reveal all fields.
Project management
Project tracking
Project plan/SOW links, key dates, phase, status, and customer profile for this project.
Statement of Work
The project plan and SOW are reference links, not uploads — paste wherever the document actually lives (SharePoint/Drive/etc.).
Status
Customer profile
Identifies if the customer is using the SB Portal, a legacy portal, or no portal today.
Identification of who is the provider of the eBill.
Notes
Project management
Weekly forecast
PM-entered hours forecast per week — a running timeline of planned vs. actual effort.
Add a week
Timeline
Fill in Actual hours once a week wraps up, then Save that row.
| Week | Phase / milestone | Forecast (h) | Actual (h) | Notes |
|---|
Project management
Team updates
Internal feed for updates and blockers — manager/team only, never visible on a vendor share link.
Post an update
Feed
Project management
Build checklist
A manual checklist for setting up the real utility portal — add whatever steps this project needs.
Add a step
Checklist
Drag the handle to reorder steps.
| Step | Status | Comment |
|---|
Tools
Share links
Generate a unique link per section. Each party fills out and submits directly to Smartsheet — no Smartsheet login and no cross-visibility of other sections' credentials.
Project
Section links
Copy each link and send it to the correct party, or email it directly. Submissions write directly into that section's own Smartsheet sheet.
Tools
Final review & config export
Live completion status, plus generating the final .properties config file.
Section completion
Config export
Overview
All projects
Every project at a glance — phase, completion, open blockers, and a computed health signal from your intake data, Project Tracking, and Weekly Forecast.
Projects
Intake sections
Project information for PM
Classification and planning details the PM team needs — kept separate from Project Tracking.
Customer & hosting
Set once when the project is created/opened — see the prompt at the top of the app. Change it.
Scope & effort
Risk log