Create a Data Center project in less than 5 minutes

Overview

How do I create a project with assets, levels, and checklists in CxPlanner?

This guide explains how to create a new project, define levels, add assets, and configure checklists and responsibilities.

When and why to use this

Use this feature when you need to set up a structured commissioning project in CxPlanner.

• When starting a new project
• When defining commissioning levels
• When creating and structuring assets
• When assigning checklists to assets
• When planning tests and assigning responsibilities

Key points:

• Levels and structure can always be adjusted later
• Checklists can be reused via templates
• Assets can be imported from Excel or PDF
• Assignments can be made to users, companies, or groups

How to - step by step

1. Create a project

1. Go to Projects in the sidebar
2. Create your Asset-Base project
3. Enter a project name and choose a project type (e.g., Data Center)

2. Define levels

1. Select the levels you want to work with (e.g., Level 1-5)
2. Adjust if needed (e.g., add Level 3A, 3B later)

3. Add asset types

1. Select relevant asset types (e.g., ATS, PDU, Switchgear)
2. Specify quantity for each type
3. Create the project

Example:

• 5 ATS
• 10 PDU
• 5 Server racks
• 10 Switchboards

4. Configure checklists and workflows

1. Go to Types: checklists
2. Create or edit checklist types (levels)
3. Add additional levels if needed
4. Define dependencies between levels
5. Configure approval workflows (e.g., Complete → Accept → Approve)

5. Assign checklists to assets

1. Go to Type: **Asset **
2. Select an asset type (e.g., ATS)
3. Add checklists to each level (Choose templates from the Template Center)
4. Repeat for all relevant levels

Tip: Save the setup as a template for reuse.

6. Assign checklists (Global Test View)

1. Go to Global Test View
2. Go to a level (e.g., Level 2) and select relevant checklists
3. Assign to:

• A user
• A company
• A user-group

4. (Optional) Add start and end dates

Video guide:

Behavior and results

Once the project is set up:

• Assets appear in Asset Overview with assigned levels
• Checklists appear as Pending until started
• Global Test View displays a matrix (levels vs. assets)
• Users automatically gain access to assigned checklists
• Scheduling generates Gantt charts automatically

View comparison

Troubleshooting

Quick facts

• Requires: Manager or Admin
• Location: Projects → Project → Dashboard / Asset Overview
• Affects: Assets, checklists, assignments, scheduling

Updated on: 03/30/2026