FPT with controls, electrical and mechanical checklist combined

Overview

How do I combine controls, electrical, and mechanical checklists into a single Functional Performance Test on one asset in CxPlanner?

The multi-checklist configuration feature in the Asset Module allows you to attach separate contractor checklists - controls, electrical, and mechanical - to a single asset type under one test section, so overall progress across all responsible parties is tracked in one place.

This guide covers configuring multiple checklist types at the asset type level and assigning them to user groups - for completing and approving an individual checklist, see [Complete and approve a checklist]. Requires project role Manager or higher.

When and why to use this

When an asset - such as a chiller - must be tested by multiple contractors working in parallel, you need to split checklists by area of responsibility without losing the overall picture. By attaching three separate checklists (FPT-Electrical, FPT-Mechanical, and FPT-Controls) under the same asset type, each contractor sees only their own checklist while the project manager tracks combined progress across all three.

• When this is needed - when a test section such as Functional Performance Test involves more than one responsible contractor on the same asset type
• What the system does - displays combined progress per asset with color-coded status (green fill scales up as checklists are approved) and provides individual views per responsible party
• Limitations - configuration is set at the asset type level and therefore applies to all assets of that type; per-asset exceptions are not supported

How to

Video Guide

Step 1: Configure checklist types on the asset type

1. Open Assets from the left sidebar.
2. Click Asset Types to edit the relevant type (e.g. "Chiller").
3. Select the relevant test section (e.g. Functional Performance Test).
4. Click Add checklist and enter a name - e.g. Electrical.
5. Find and select the desired template from the template library, then click Attach.
6. Repeat steps 4-5 for the remaining checklists - Mechanical and Controls.
7. All attached checklists now appear as separate lines under the asset type.

Step 2: Assign checklists to responsible parties

1. Navigate to Global Test View in the left sidebar.
2. Locate the asset and the relevant test section - you will now see separate rows per checklist.
3. Click the assignment field next to a checklist and select the responsible user or user group (e.g. "Electrical Contractor").
4. Repeat for the remaining checklists.

Step 3 (optional): Customize the view

1. Right-click a user group in the overview.
2. Select Add to grouping to segment the view by responsible party instead of by asset.
3. Switch freely between the by asset and by responsible party views depending on your needs.

Behavior and results

Once checklists are configured and attached to the asset type, the system will automatically:

• Display combined progress per asset in the Asset Overview (e.g. "2 pending, 1 approved")
• Update color-coding on the asset card in real time as checklists are approved (1 of 3 approved = one-third green)
• Restrict each contractor's view to their own checklist only when they log in

Progress display

Troubleshooting

Updated on: 06/19/2026