Full guide on how to set up projects with the asset-module

Overview: set up an Asset module project

The Asset module structures commissioning around assets and their checklists, with asset-specific attributes, files, and tasks in one place, which is used for standardized asset-centric projects. If you need a free-form workflow instead, use System & Test view. Checklist response data cannot move between those workflows after setup.

For Excel import details, see the Asset import articles.

Your role must be Manager or higher to configure the module.
You can find the menu in the Assets module of your project.
This changes checklist types, asset types, asset records, and related task tracking.

Only users with the project role Manager or higher can configure the Asset module. All project members can view assets unless restricted by user groups.

The Asset module is especially useful on larger equipment lists. System & Test view is better when you need a free-form structure.

What CxPlanner does during Asset module setup

Creates sidebar shortcuts for checklist types after they are linked to asset types
Attaches the relevant checklists automatically when an asset is created
Lets template updates be re-imported to asset types
Keeps Asset ID unique per project

How to set up an Asset module project

Video guides

Create a new project and follow the in-app guide for checklist types and assets.

Define checklist types

Examples:

Construction: MCC, PFC, FPT
Data centers: Level 1 through Level 6
Manufacturers: FAT, SAT, SIT

Define asset types

Examples:

AHU
FCU
Compressor

Attach checklists to asset types

Open each asset type.
Link one or more checklist types and templates from Template Center.
Confirm the sidebar shows the checklist shortcuts.

Add assets

Add assets manually, or import from CSV / Excel.
Open an asset to edit attributes, checklists, files, and tasks.

Update an Asset ID

Open the asset.
Click the Asset ID and enter the new value.
Remember that existing checklist names are not renamed automatically and may still show the old Asset ID.

Results: Asset module after setup

New assets receive checklists from their asset type
Views can show or hide columns, group hierarchies, and save personal or project views
Template Center updates can be re-imported to asset types

Troubleshooting: Asset module setup

Problem	Cause	Solution
Checklists not attached to new assets	Asset type is not linked to checklist types	Open asset type setup and re-assign the checklists
Imported assets missing attributes	CSV incomplete or mis-formatted	Correct the template and re-import
Template updates not reflected	Old template version still attached	Re-import from Template Center

Updated on: 07/26/2026

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