Create and manage flowcharts in reports and Cx-Plan

Overview

How do I create and manage flowcharts in Cx-Plan or reports?

Flowcharts allow you to build diagrams in a full-screen editor, save them to the project, and insert them as images into rich text content in both Cx Plan and reports. All flowcharts are shared across the project.

Only users with the project role Contractor or higher can use flowcharts. Users with the role Viewer do not have access.

When and why to use this

Use flowcharts when you need to visualize processes, dependencies, or workflows directly in your project.

When documenting processes in commissioning plans or reports
When reusing diagrams across the project
When multiple users need access to the same diagrams
When adding visual explanations to rich text content

Key points:

Flowcharts are stored per project and shared with all users
Administrators and Managers can edit and delete all flowcharts
Other roles can only edit their own flowcharts
Flowcharts are inserted as images in text fields
API users do not have access to this feature

How to - step by step

Open the flowchart dialog

Open your project and go to Cx Plan or a report with a rich text editor
Click the Flowchart icon (route-style icon) in the toolbar
The Flowcharts dialog opens with a list of saved diagrams

Create a new flowchart and insert it

Click Add new flowchart
The flowchart editor opens in full screen
Build and edit your diagram
Give the diagram a name (you can change the default name) and save

The system will:

Save the flowchart to the project
Generate an image of the diagram
Insert it into the text at your cursor position

Insert an existing flowchart

Open Flowcharts from the toolbar
Find the diagram in the list
Click Insert

The flowchart is inserted as an image at the current cursor position.

Edit or preview a flowchart

Open Flowcharts
Click Edit to open the editor
Make changes and click Apply

To preview only:

Click the thumbnail to open a larger preview

Remove a flowchart

Open Flowcharts
Click Remove next to the diagram

If you do not have permission, the action will be rejected.

Behavior and results

Flowcharts are centrally stored and behave consistently across the project.

Functionality

Function	Description
Storage	Flowcharts are stored per project
Sharing	All project users see the same list
Insertion	Inserted as images in rich text
Preview	Thumbnail and full preview available
Naming	Requires a non-empty name
Editor	Based on DHTMLX Diagram Editor

Permission matrix

Role	Create	Edit own	Edit all	Delete own	Delete all
Administrator	Yes	Yes	Yes	Yes	Yes
Manager	Yes	Yes	Yes	Yes	Yes
Consultant	Yes	Yes	No	Yes	No
Designer	Yes	Yes	No	Yes	No
Contractor	Yes	Yes	No	Yes	No
Viewer	No	No	No	No	No

Troubleshooting

Problem	Cause	Solution
Flowchart button missing	Wrong role or not in editor	Ensure you're in Cx Plan or report editor with correct role
Cannot edit/delete	Insufficient permissions	Contact an Administrator or Manager
Flowchart not inserted	Cursor not placed	Place cursor and try again
Apply does not save	Empty name or render issue	Add a name and try again
Diagram not saved	Image capture failed	Simplify diagram and try again

Quick facts

Requires: Contractor or higher
Location: Cx Plan / Report → Rich text editor → Flowchart
Affects: Project diagrams, report content, visual documentation

Updated on: 03/31/2026

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