Commissioning with OPR, BOD (LEED, ASHRAE G0, Std 202)

Overview

How do I set up commissioning with OPR and BOD in CxPlanner?

Commissioning with OPR and BOD in the Commissioning module allows you to structure requirements, design responses, reviews, assets, tests, reports, and issues, which is used for commissioning projects that follow LEED, ASHRAE Guideline 0, or ASHRAE Standard 202.

This guide covers the basic setup and workflow for commissioning with OPR and BOD. It does not cover advanced template setup or detailed reporting configuration.

When and why to use this

Use this setup when your project needs a structured commissioning process with traceable requirements and design verification.

Use it for commissioning projects that support LEED, BREEAM, ASHRAE Guideline 0, ASHRAE Standard 202, or similar requirements
Create an asset-based project with test structures such as PFC and FPT
Manage Owner’s Project Requirements (OPR) as project requirements
Use Basis of Design (BOD) to collect and review designer responses
Track review comments, issues, test progress, and reporting in one project
Enable only the commissioning tools you need for the project

How to - step by step

Go to Projects.
Create a new Asset Based Project.
Enter a project name and continue.
Select the relevant project type and checklist types, for example PFC and FPT.
Add the required asset types and quantities.
Open Project Settings.
Go to Tools and Modules.
Enable Commissioning Block.
Go to Commissioning in the project settings.
Enable the commissioning tools you need
Add or import your OPR requirements.
Use BOD to collect designer responses and approve, reject, or postpone them.
Use Reviews to upload drawings or documents and create markup comments.
Attach checklist templates to your asset types.
Enable Reports if you need commissioning reports or final documentation.

Video guide

Behavior and results

Main commissioning tools

Tool	Purpose
Organization Chart	Shows project users, groups, interfaces, and communication lines
OPR	Stores the project requirements that must be verified
BOD	Collects designer or consultant responses to the OPR requirements
Reviews	Supports document upload, drawing review, markups, and comments
Assets	Stores project assets and attached checklist structures
Reports	Combines text, images, graphics, and files into commissioning documentation
Issues	Collects OPR, review, and test-related issues in one log

OPR and BOD workflow

Step	Result
OPR item is created	The requirement is added to the OPR list
BOD is opened	OPR items are mirrored into the BOD view
Designer adds a response	The response is sent back for commissioning review
Commissioning team rejects response	A comment is required and the item returns to the designer
Commissioning team approves response	The BOD item is marked as approved

Review workflow

Action	Result
Upload documents or drawings	Files are stored in the review area
Add markup comments	Comments are tracked against the document
Close comments	Status is updated visually
Upload new versions	Version history is maintained

Troubleshooting

Problem	Cause	Solution
Commissioning tools are not visible	Commissioning Block is not enabled	Enable Commissioning Block under Project Settings → Tools and Modules
BOD is empty	No OPR items have been created	Add or import OPR requirements first
Designer cannot approve or reject BOD items	Approval actions are for the commissioning team	The designer should only add or update the BOD response
Assets do not show checklists	Checklist templates are not attached	Attach templates to the relevant asset types
Reports are not visible	Reports module is not enabled	Enable Reports under Tools and Modules

Quick facts

Location: Project Settings → Tools and Modules → Commissioning Block
Affects: OPR, BOD, reviews, assets, checklists, reports, and issues

Updated on: 05/28/2026

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