Add a project logo

Overview

In CxPlanner, you can upload a project-specific logo that will appear on all reports generated for that project. This allows you to include the client's logo alongside your company logo for a more professional and branded output.

When and why to use this

Adding a project logo ensures consistent branding across all reports related to a specific project. This is especially useful when working with external clients or stakeholders.

• Use this when you want the client’s logo included on PDF reports and exported documents.
• Once uploaded, the project logo appears on all reports generated within the platform.
• The company logo will still appear alongside the project logo — they are not mutually exclusive.
• The logo is specific to one project — you’ll need to upload it separately for each new project if needed.

Guide - How to add a project logo

1. Go to the Project Settings in the left-hand menu (bottom of the sidebar).
2. Click on the Project Data tab at the top.
3. Scroll down to the bottom of the page and find the Upload Project Logo section.
4. Click Upload and select your desired logo file.

Step 1, 2 & 3

Step 4

Behavior and results

• The uploaded project logo will immediately take effect and appear on all future reports.
• Both the company logo and project logo will be shown on PDFs - typically at the top or in the footer depending on the report template.
• The image file must be in a standard format such as .png or .jpg.
• You can replace or update the project logo at any time by uploading a new file in the same section.

Troubleshooting

Quick facts

• Requires: Project role Admin or Manager
• Location: Project Settings → Project Data
• Affects: Report branding, PDF exports

Updated on: 08/07/2025