Bulk performing checklists
Overview: bulk perform checklists
Bulk perform lets you apply PASS, FAIL, or N/A across many checklists that share the same template, which is used when testing large sets of equipment such as hundreds of VAV boxes from a BMS station.
For structural bulk edits such as move, copy, or delete, see Bulk edit checklists.
- Your role must be Manager or Admin.
- You can find the menu at project checklists - Menu - Bulk edit many items.
- This changes checklist execution results and reporting for every selected checklist.
How to bulk perform checklists
- Open your project and go to Menu.
- Select Bulk edit many items.
- Select one checklist. CxPlanner finds other checklists with the same template.
- Click PASS, FAIL, or N/A to apply that result across all selected checklists.
- Click a yellow line item row to edit that checklist item across the group when results must differ.
- Use the yellow bar at the bottom to review PASS and FAIL counts.
Results: bulk perform checklists
- Single PASS, FAIL, or N/A actions update all selected checklists
- Line item edits can still vary per checklist inside bulk mode
- The bottom summary bar shows live totals across the selection
Project role | Bulk perform allowed |
|---|---|
Admin | Yes |
Manager | Yes |
Consultant | No |
Designer | No |
Contractor | No |
Viewer | No |
Troubleshooting: bulk perform checklists
Problem | Cause | Solution |
|---|---|---|
Cannot start bulk perform | Selected checklists do not share the same template | Select checklists that use one template, or change templates so they match |
Bulk toolbar not visible | Project role is below Manager | Ask a project Admin to raise your role to Manager, or ask a Manager to run the bulk perform |
Some line items show mixed results | Different PASS, FAIL, or N/A values were set per checklist | Open the yellow line item row in bulk mode and set each checklist result deliberately |
Updated on: 07/26/2026
Thank you!