Folders and folderstructure

Folder Structure in the File Module

You can customize the folder structure for your project, just like in your file explorer. You can add, move, and delete folders.

Only users with the project roles Manager and Administrator can modify the folder structure.

Edit Folder Structure

Open the Editing Tool

First, open the file module and then click on "Folder Structure".

Customize Folders

Now you can customize the folder structure.

Right-Click

If you right-click directly on the folders, you can add and modify folders, just like in Windows and MacOS.

Admin Checkbox

If your project role is Administrator, you can also activate the small checkbox. If you activate it, only the Administrator can modify this folder and grant access to it. Otherwise, users with the project role Manager will also be able to modify the folder.

Reports [systems folder]

You might stumble upon a folder called "Reports [systems folder]" - This folder is automatically created by CxPlanner to collect reports generated from completed checklists, tests, and inspections. Whenever a checklist is marked as finished, CxPlanner generates a PDF report and stores it here.

Why is it there?
It ensures that all finalized documentation is easy to find in one place - without any manual work. Even if you're not creating reports yourself, this folder helps keep your documentation organized and ready for download or sharing.

Updated on: 06/12/2025