Edit assets directly in asset overview

Overview

How do I edit multiple assets at once in CxPlanner without using Excel?

The bulk edit and multi-cell update feature in the Asset Module allows you to select and update multiple assets directly in the Asset Overview grid - including field values and active/inactive status - without downloading or uploading any files. This is used when you need to make fast, targeted changes across many assets during commissioning or project setup.

This guide covers in-grid bulk editing and status filtering.

Only users with the project role Manager or higher can perform this action.

When and why to use this

Use in-grid editing when you need to update a small to medium number of assets quickly.

When correcting field values across several assets at once
When activating or deactivating assets as a project progresses
When filtering the overview to show only active or inactive assets
When Excel export/import would be disproportionate for the change needed

Key considerations:

Select multiple assets before clicking Edit to apply changes to all selected
Status (active/inactive) controls which assets appear in checklists and reporting
Use Options → Bulk Update (Excel-based) for large-scale data replacement

How to - step by step

Select and edit multiple assets

Go to Asset Overview.
Check the boxes next to each asset you want to edit.
Click on the relevant Column in the grid.
Write your update in the relevant fields - changes apply to all selected assets.

Behavior and results

Multi-cell editing

When multiple assets are selected and you Edit, the same field value is written to all selected assets. Fields you leave blank are not changed.

Status behavior

Status	Effect
Active	Asset appears in checklists, overview, and reporting
Inactive	Asset is hidden from default views and excluded from reporting

When to use grid editing vs. Excel Bulk Update

Situation	Recommended method
Updating a few assets quickly	Grid editing (select + Edit)
Replacing data across many assets	Options → Bulk Update (Excel)
Adding new assets	Options → Import (Excel)

Troubleshooting

Problem	Cause	Solution
Edit button is greyed out	No assets selected, or insufficient role	Select at least one asset, or ask your Admin to check your project role
Status filter shows no results	No assets match the selected status	Check if assets have been assigned a status, or clear the filter
Changes not saved	Session timeout or navigation before save	Re-apply changes and click Save before leaving the page
Inactive assets still appear in checklists	Status change not saved	Confirm status was saved - check the Status column in the overview

Quick facts

Requires: Manager or higher
Location: Asset Overview → select assets → Edit
Affects: Asset field values, active/inactive status, checklist and reporting visibility

Updated on: 07/21/2026

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