Create a new project in CxPlanner
Overview
Creating a new project lets you manage checklists, planning, and documentation in a structured environment. You can start from scratch or clone an existing template to reuse structure and settings.
When and why to use this
Creating a new project is typically your first step when onboarding a new job into CxPlanner. Whether it’s a new building, commissioning process, or facility handover, each project gives you a dedicated workspace.
- Use this when starting a new job or client contract.
- You can customize the setup with modules, plugins, and templates.
- Projects can be cloned from existing ones to speed up setup.
- Each project is isolated with its own user permissions and data.
Guide - How to create a new project
- Navigate to Projects in the left-hand sidebar.
- Click the Create project button in the top
- Fill out the required project details like name, date, language etc.
- Select the modules and plugins you want to activate for the project.
Step 1 & 2
Step 3 & 4
Video guide - Creating and setting up a new project
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can't see "Add Project" button | You don’t have right Company role | Contact a Company Admin to assist |
Project doesn’t appear in list | Page not refreshed or filter active | Refresh or clear filters |
Quick facts
- Requires: Company Admin
- Location: Projects → Add Project
- Affects: Project list, user invitations, structure setup
Updated on: 08/06/2025
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