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

Overview

How do I bulk import or update project data in CxPlanner?

CxPlanner supports seamless bi-directional synchronization with Excel spreadsheets. This allows you to upload large datasets quickly, keep them updated during the project, and ensure your structure in CxPlanner matches your project documentation.

|| Only users with the project role Manager or Admin can perform imports and updates.

When and why to use this

Bulk import and update is useful when you need to:

Upload a large amount of equipment, systems, or checklists in one step.
Keep data synchronized between CxPlanner and an existing Excel file.
Rearrange your project hierarchy using the spreadsheet’s structure.

Limitations:

Items cannot be deleted via import.
Incorrect or duplicate IDs may cause errors or unintended updates.
The import requires the official CxPlanner spreadsheet template.

How to - step by step

Accessing the bulk import menu

Go to your project dashboard.
Open the Bulk-import menu.
Upload your prepared Excel file.

Step 1 & 2

Step 3

Using the spreadsheet template

To import, you must use CxPlanner’s official spreadsheet template.

You can download it:

Directly from the import dialog, or
From the **Menu → Download ov

Question 3

Import a Excel (XLSX) Checklist into CxPlanner

Accepted Answer

Overview

How do I import my existing checklists or test sheets into CxPlanner?

You can easily transfer your current Excel-based checklists into CxPlanner using the built-in Import from XLSX function. This ensures your project workflows stay consistent without needing to rebuild everything from scratch.

|| Only users with the project role Manager or higher can import checklists.

When and why to use this

Importing from Excel is useful when you already have structured checklists or test sheets and want to bring them into CxPlanner.

Use this feature when you want to migrate checklists quickly from spreadsheets.
The import tool automatically converts your Excel data into CxPlanner’s structure.
You can choose between a simple import (minimal required fields) and an advanced import (with detailed requirements and options).
Some fields are optional but allow you to add rules such as photo requirements or mandatory comments.

How to - step by step

Open your template and click the Import from XLSX (Excel) button.
In the popup window, click Download template.
Open the downloaded template and copy your data into the file.

|| The data you need to copy is always highlighted in green at the far right of the template. Scroll right if you don’t see it.

At minimum, fill in Topic/Heading and Test item.
Copy the result from the green column on the right-hand side.

Back in CxPlanner, paste the copied values into the imp

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 (bulk import) for the [System & test view]

Accepted Answer

Overview

How can I automatically attach checklists when creating new assets or equipment?

With CxPlanner you can define an asset or equipment type and pre-attach one or multiple checklists. When new items of that type are created, the selected checklists are imported automatically.

|| Only users with the project role Manager or higher can configure checklist imports.

When and why to use this

Setting up automatic checklist imports is useful when you have repeated systems or equipment that always require the same tests.

Use this when creating multiple similar assets (e.g. VAV boxes, fans, pumps).
The system auto-attaches the predefined checklists when a new item is created.
Saves time by avoiding manual checklist creation for each item.
Two different import types are available: Sub-checklists and Checklist items.

How to - step by step

Go to your Project settings.
Select the Checklists section.
Choose whether to configure the import as Sub-checklists or Checklist items.
Define the asset/equipment type and attach the desired checklists.
When you later create an asset of that type, the linked checklists will be imported automatically.

Video guide:

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Behavior and results

There are two types of imports available:

Sub-checklists

The attached checklists appear as child checklists under the asset.
The ass

Question 6

Manage and use templates in the Template-center

Accepted Answer

Overview

How do I manage templates in the Template-center?

The Template-center in CxPlanner is where you organize all your project templates, checklists, and test sheets. You can create, edit, and reuse templates to streamline your workflows across multiple projects.

|| Only users with the company role Manager or Admin can access the Template-center. Contact support if you cannot find it.

When and why to use this

Why would I use the Template-center? The Template-center is designed to help teams standardize workflows and save time.

Create personal templates for repeated use on your own projects.
Share templates with your company for consistent quality and setup.
Import existing Excel XLSX checklists or test sheets directly into CxPlanner.
Access predefined public templates provided by CxPlanner to speed up setup.

Limitations to be aware of:

Public templates are locked for editing but can be imported into your own library.
Available template types may vary depending on your company profile and enabled modules.

How to - step by step

Access the Template-center

Go to your main dashboard.
In the sidebar, click Template-center.

Create or manage a template

Inside the Template-center, choose the type of template you want to work with:

Project templates
Checklists and test sheets
Folder structures for the f

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