Question 1

Create and manage checklist templates

Accepted Answer

Overview

How do I create and manage checklist templates in the Template Center?

The Template Center allows you to create, organize, and customize checklist templates for reuse across multiple projects. You can manage visibility, availability, structure, and required input fields.

|| All users with registered company will have access to the template center

When and why to use this

Use the Template Center when you need to:

Reuse checklist formats across projects
Standardize your company’s commissioning or testing approach
Limit or expand access to specific users or companies
Customize input requirements (photos, files, numbers, etc.)

Key facts:

Templates can be private, company-shared, or public.
You can control which projects a template is available on.
Templates are grouped into topics and contain multiple checklist items.
Items can have custom inputs like numbers, percentages, photos, or floorplan markers.
Advanced options include third-party approvals and prerequisite logic.

How to - step by step

1. Open the Template Center

Navigate to the Template Center from the main menu. Use the tabs to browse between:

Public
Company-shared
Private

2. Create a new template

Click the Add Template button.
Enter a template name.
Select or create a category - or jus

Question 2

Bulk import and updating of checklists with Excel

Accepted Answer

CxPlanner provides seamless bi-directional synchronization with Excel spreadsheets. This makes it very easy to input data into the platform upfront and update it during the project.

For working with import/export functionality you just need to use CxPlanner's spreadsheet template - more info on that in this article.

Bulk import menu

To access the "Bulk-import" area and upload a file just follow the two (2) screenshots below. Be sure to read the whole article on the format requirements before uploading a file.

|| You must be either a Manager or Admin on the project

Access the menu Access the import area

Upload the file Bulk upload

The spreadsheet template

To import you need to use CxPlanner's spreadsheet template. You can download it during the import process (see the picture above) or just click on the Menu-button and select download overview.

This spreadsheet includes many different options and utilities for you. But the three (3) core items you must know are: | Column | Required | Must have data | Info | | ---- | | ID | True | False | The ID column holds a unique reference to the item inside CxPlanner. That means, if you update this row and re-import the spreadsheet we will update the item for you inside CxPlanner. If there's no value present in the ID-column we will create a new

Question 3

Import checklist from Excel to the template center

Accepted Answer

You easily import your existing checklist and test sheets into CxPlanner's structure.

Use the method below or contact our support-team, who will do the importing for you directly!

Import yourself

Click on the "Import from XLSX (Excel)" button:

Import XLSX button

Download the Excel template converter

In the popup box select the "Download template". This file will let you convert your existing spreadsheets into a format, which CxPlanner can import.

Download import template

Insert / copy your data into the template file

The screenshot below shows two items. It's only required to use the "Topic/Heading" and the "Test item" fields.

When you have inserted your data just copy the result from the green column (to the right) into CxPlanner.

|| The data you shall copy is located at far right. You might need to scroll to the right to find the column. The cells are highlighted with a green color.

Simple import

(You can hide/show the advanced field with the plus/minus buttons)

Simple import view

Advanced import

1 - Required fields

These fields must be used. Set the topic (the blo

Question 4

Create and Customize Project Reports

Accepted Answer

Overview

How do I create and structure custom reports in CxPlanner?

The Reporting module allows you to build project-specific reports by combining your own content with live data, graphs, files, and attachments. You can generate general documents such as QA and progress reports, or formal final reports that follow ASHRAE Guideline 0, ASHRAE Standard 202, or LEED certification requirements.

When and why to use this

Use this module when you need to generate tailored reports for stakeholders, documentation, or certification.

Create both general and formal commissioning reports
Add project-specific content, charts, and file references
Attach full documentation (checklists, QA logs, test results)
Save time by reusing templates and structuring data-rich documents

Steps to create a new report:

Open the Reporting module in the left sidebar. If it’s not visible, activate it in the project modules.
Choose from one of the following options:

Add a completely new report
Import a template from the Template Center
Open an existing report
Clone an existing report to reuse the layout

Reports overview

Report structure and sections

The report builder is divided into several areas to manage layout and content effectively.

1. Report details

Store metadata like the report name and category. This information is used for internal t

Question 5

Advance import checklists or test items

Accepted Answer

|| Read the article "Bulk import" first

Advance import checklist or test items

This articles describes how you can specify an "Asset- or Equiptment"-type and attach multiple checklists to it.

When adding new items marked with the "Asset- or Equiptment"-type, the checklists will automatically be imported.

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The two import-types

There are two ways to attach checklists:

Sub-checklists: This way the attached checklists will be added as sub-checklists and change the item to a "folder".
Checklist items: This way the checklists items will added.

Sub-checklist

When you create a new checklist, you can choose to auto add multiple sub-checklist to it.

E.g. you can create an asset called 'Ventilation' and attach multiple sub-checklists to it, for example Mechanical complete, Functional check and System integration test. This will automatically add 3 sub-checklists to this asset.

It will then get this structure:

Ventilation

Mechanical complete
Functional check
System integration test

Sub-checklist example

Checklist items

Define an asset/equiptment type, and then attach one or more checklists to it.

When you create a new asset/equiptment of that type, the items from those checklists will be automatically imported.

E.g. you can create an asset calle

Question 6

Find the template center for checklists

Accepted Answer

Hit the ground running with your own Template-center, where you can manage all of your checklists and test sheets.

The Template-center let's you either create your own checklists and test sheets, or use CxPlanner's default templates.

What can you do in the Template-center

There multiple ways to work with templates, but the main ways are:

Create personal templates you use own your own projects
Share templates with your company and streamline your workflows
Import your Excel XLSX checklist and test sheets into CxPlanner

Different kind of templates

You can create multiple different templates to use on your projects. It depends on your company-profile which templates you have access to.

The basic templates are:

Project templates (for full project setup)
Checklists and test sheets
Folder structures in the file-module

|| You are required to have a real company-profile to access the Template-center. Contact support if you can't find it.

|| The examples below can vary depending on which modules there are enabled on your company-profile.

Public templates

You might also stumble across our public templates - CxPlanner's public templates are locked since all users have access to them, so they cannot be edited.

But you can get access to them easily! And heres how:

Create a new template
Click on the "Import from other templates"
Select the template from the "public" section, and then it's yours to edit and use!

Template area

You can ac

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