Edit assets directly in asset overview
Overview: edit assets in Asset overview
In-grid editing in Asset Overview lets you select several assets and update shared field values directly in the grid, which is used for fast corrections during commissioning when a full spreadsheet import is unnecessary.
For large replacements, use Options - Bulk Update.
- Your role must be Manager or higher.
- You can find the menu at Asset module - Asset Overview.
- This changes field values and active/inactive status on the selected assets.
What CxPlanner does during in-grid editing
- Writes the same edited value to all selected assets
- Leaves blank fields unchanged
- Uses active/inactive status to control default visibility in checklists and reporting
How to edit multiple assets in the grid
- Go to Asset Overview.
- Check the boxes next to each asset you want to edit.
- Click the relevant column in the grid.
- Enter the update. Changes apply to all selected assets.
Results: grid editing versus Excel bulk update
Status | Effect |
|---|---|
Active | Asset appears in checklists, overview, and reporting |
Inactive | Asset is hidden from default views and excluded from reporting |
Situation | Recommended method |
|---|---|
Updating a few assets quickly | Grid editing |
Replacing data across many assets | Options - Bulk Update (Excel) |
Adding new assets | Options - Import |
Troubleshooting: edit assets in overview
Problem | Cause | Solution |
|---|---|---|
Edit controls are unavailable | No assets selected, or project role is below Manager | Select at least one asset, or ask a project Admin to raise your role to Manager |
Status filter shows no results | No assets match the selected status | Clear the status filter, or confirm assets have the expected status value |
Changes are not saved | Session timed out or page was left before save | Re-apply the edit and confirm save before navigating away |
Inactive assets still appear in checklists | Status change was not saved | Recheck the Status column and save the inactive status again |
Updated on: 07/26/2026
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