Asset documentation tracking / matrix
Overview: asset documentation matrix
The asset document matrix in the Asset module lets you define required documents per asset type, track completion percentage per asset, and attach project files to document slots, which is used for structured turnover where every asset of a type needs the same document set such as manuals, drawings, and test reports.
- Your role must be Admin to enable the feature, and Manager or higher to configure requirements and attach files (or a matching assigned user group).
- You can find the menu at Asset module - Types: Assets (Document matrix), asset Documents tab, and asset overview percent columns.
- This changes document slots on assets, completion percentage, and attached project file links.
What CxPlanner does with the document matrix
- Creates matching document slots on every asset of a configured type
- Tracks required-document completion as a percentage
- Links existing project files into document slots with Attach
- Leaves optional slots out of the completion percentage
- Shows Documents % and per-group percent columns in the asset overview
How to use the asset document matrix
Video guide
Enable the feature on the project
- Open the project and go to Project settings.
- Find the Asset documents matrix toggle and turn it on.
- Save the project settings.
Configure document groups and requirements
- In the Assets sidebar, open Types: Assets.
- Scroll to the Document matrix section for the asset type.
- Click Add document group, enter a Group name (for example Drawings), and click Create.
- To copy an existing setup, open Advanced and enable Clone document matrix from another asset type.
- Inside a group, click Add requirement.
- Enter a Name and optional Description.
- Leave Required checked if the document should count toward completion.
- Under Advanced, optionally set an Assigned user group and enable Import to existing assets of this type.
- Click Create.
Fulfill documents on an asset
- Open Asset overview and click an asset.
- Select the Documents tab.
- Find the requirement row in the Document matrix table.
- Click Attach and select one file from project files.
- Confirm Fulfilled shows Yes and Newest file shows the filename.
- To replace a file, click Detach, confirm, then Attach a new file.
Fulfill documents from the asset overview
- Open Asset overview.
- Add the Documents % column if it is not visible.
- Click a percent cell to open the document slots popup.
- Click Attach or Detach, or open the filename.
Open the dedicated document matrix view
- Open Asset overview.
- Click Options and select Asset documents.
Results: document matrix behavior
Action | Result |
|---|---|
Enable Asset documents matrix | Documents tab and overview percent columns become available |
Add a requirement | Matching slots are created on assets of that type |
Attach a file | Slot is fulfilled; required completion percentage updates |
Detach a file | Link is removed from the slot; the project file is not deleted |
Delete a requirement | Slot is removed from the asset type and from assets |
Action | Project role |
|---|---|
Enable Asset documents matrix | Admin |
Create, edit, delete groups and requirements | Manager or Admin |
Attach and detach files | Manager or Admin, or matching assigned user group |
View completion and open files | Any project role with asset access |
Troubleshooting: asset documentation matrix
Problem | Cause | Solution |
|---|---|---|
No Document matrix or Documents tab | Plugin missing or feature not enabled | Confirm the AssetDocuments plugin is active, then ask an Admin to enable Asset documents matrix in project settings |
No Attach or Detach on a slot | Your role is below the requirement, or you are not in the assigned user group | Ask a Manager to change Assigned user group, or to attach the file for you |
Documents % stays at 0% after attaching files | Slots are marked Optional | Mark the slots Required on the asset type, then refresh the overview |
New requirement missing on existing assets | Slots were not created on existing assets | Enable Import to existing assets of this type, or re-save the requirement |
Detach did not clear the file | Confirmation was skipped or the request failed | Confirm in the Detach modal, refresh the Documents tab, and retry |
Updated on: 07/26/2026
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