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# Create a Data Center project in less than 5 minutes

## Overview: data center project setup

The asset-based project wizard in CxPlanner lets you create a project, define commissioning levels, add asset types with quantities, attach checklist templates, and assign responsibilities, which is used when starting a structured data center commissioning project.

For spreadsheet bulk import of equipment, see the Excel asset import guides. For Template Center checklist creation, see the Template Center tutorials.

* Your role must be **Manager** or **Admin**.
* You can find the menu at **Projects** - **Add Asset-Based Project**.
* This changes the project structure, assets, checklists, assignments, and scheduling.

|| Only users with the project role **Manager** or **Admin** can create and configure projects.

Levels and structure can be adjusted later. Checklists can be reused from templates. Assets can also be imported from a spreadsheet (.xlsx) or PDF after setup.

## How to create a data center project

### Create the project
1. Go to **Projects** in the sidebar.
2. Create an **Asset-Based project**.
3. Enter a project name and choose a project type (for example Data Center).

### Define levels
1. Select the levels you want (for example Level 1-5).
2. Adjust later if needed (for example add Level 3A or 3B).

### Add asset types
1. Select asset types (for example ATS, PDU, Switchgear).
2. Enter the quantity for each type.
3. Create the project.

Example quantities: 5 ATS, 10 PDU, 5 server racks, 10 switchboards.

### 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 (for example Complete, Accept, Approve).

### Assign checklists to assets
1. Go to **Types: Asset**.
2. Select an asset type (for example ATS).
3. Add checklists to each level from the **Template Center**.
4. Repeat for all relevant levels.
5. Optionally save the setup as a template for reuse.

### Assign checklists in System & Test view
1. Go to **System & Test view**.
2. Open a level (for example Level 2) and select the relevant checklists.
3. Assign each checklist to a user, a company, or a user group.
4. Optionally add start and end dates.

### Video guide: data center project setup

${frame}[Import assets from CSV](https://www.loom.com/embed/248ebe03872d4b9e9448e31380e50788)

## Results: data center project setup

* Assets appear in **Asset Overview** with assigned levels
* Checklists appear as **Pending** until started
* **System & Test view** shows a matrix of levels and assets
* Assigned users gain access to their checklists
* Scheduling generates Gantt charts when dates are set

| View | Purpose |
|---|---|
| Asset Overview | Asset-based overview of equipment |
| System & Test view | Test and checklist structure |
| Dashboard | Project status and configuration |

## Troubleshooting: data center project setup

| Problem | Cause | Solution |
|---|---|---|
| Checklists not visible on assets | Checklist templates not added to the asset type | Open **Types: Asset**, select the asset type, and add checklists per level |
| Users cannot see checklists | Checklists not assigned to the user, company, or group | Assign them in **System & Test view** for the relevant level |
| Empty levels on assets | No templates attached to those levels | Attach templates to each level under the asset type |
| Incorrect project structure | Levels configured incorrectly | Edit levels in project settings and reassign checklists |