CxPlanner guide - Intro for contractor

Welcome to CxPlanner - We are happy to have you on board on our platform!

This guide will help you with logging in and getting started using the System & Test View. If you have any questions then don’t hesitate to contact our support team - you can always reach our support team using the chat-icon in the bottom right corner.

How to login

This section shows you how to log in with your new user and customize your profile. You should have received an email with information about your new user.

Confirmation Link

In your welcome email there is a confirmation link and your password. Start by clicking the confirmation link - then your email address will be approved for use with CxPlanner.

Login with your new user

You can now log in to CxPlanner. Simply go to the login page at: https://cxplanner.com/login

Here you will be greeted with the screenshot to the right, where you must enter your login information and press "Login".
Use your email address and the password that was in the welcome email. If you’re having trouble logging in you can always reach out to our support team via the pop up in the bottom right corner.

System & Testview

The System & Test View provides you as a contractor with a comprehensive overview of all required checklists for within the project. The overview helps to clearly show what is expected from you on the project and helps you to track progress and ensure compliance with the project's standards.

Finding the project

When you have successfully logged in you will be greeted by a home page. Here you have to find and open the project you wish to work on. For users with only one (1) project, the project will open automatically.

To open the project you have to navigate over to “Projects” on the left side of the sidebar and find the project you have been assigned to.

Navigation within projects

As a contractor you will only have limited access to the platform to make it as comprehensible as possible. You will therefore only see the tasks that have been assigned to you.
As a contractor you have access to the following:

Respond on issues (text and photo responses)
Re-assign tasks
Perform checklists assigned to you

Checklists: System & Test View

The System & Test View includes the checklists in CxPlanner. It will provide you with a comprehensive overview of all checklists for the project.
The overview helps to clearly show what is expected from you on the project and helps you to track progress and ensure compliance with the project's standards.

Acces the checklists

To access the checklists you have been assigned to you have to navigate over to “System & Test View” under commissioning on the left side of the sidebar. Find the relevant checklist and click on the blue “open-button” to access it.

Checklists and line items

When you have opened the checklist you will be greeted with a lot of different options, but the main feature you as a contractor have to focus on is the “checklist” section.



Within the checklist you will see the line items. Each line item includes PASS/FAIL/NA and possible requirements (e.g. provide a photo).

Option 1 - Pass

When approving a punch list item with a “pass” the task will turn green and hereby by completed

Option 2 - Fail

When failing a punch list item via the “fail” button the task will turn red. Whenever you’re failing a punch list item on a checklist a new task will be generated for the team, so they can go over the failed punch list item and make sure it gets fixed.

Option 3 - N/A (not applicable)

When choosing the N/A option the punch list item will simply just be marked gray on the checklist and therefore now be hidden.

Requirements

When going through the punch list you might also come across some different icons on the checklist. This is because some punch list tasks require extra attention and may need a comment, number or a photo.

Comment:
Number:
Photo:

Punch list items & tasks

Whenever you as a contractor fail a punch list item on a checklist a new task will be generated for the team to complete.
The new tasks for re-reviewing are going to be located under “Punch List items & tasks” on the left side of the sidebar.

Updated on: 01/21/2025