Manage the Folder Structure in the File Module
Manage Folder Structure in the File Module
Overview
How do I manage the folder structure in the file module?
In CxPlanner, you can customize your project’s folder structure to organize files as you would in a traditional file explorer. You can create, rename, move, and delete folders within the File module.
When and why to use this
Use folder management to structure documents logically within your project. This improves navigation, access control, and reporting workflows.
- Use when organizing files for better project collaboration
- System folders (like Reports) are auto-generated and cannot be removed
- Folder permissions can be restricted to Admins only
- Deleting a folder also deletes all files within it
Steps to edit the folder structure:
- Open the File module from the left menu.
- Click on Folder Structure at the top of the view.
- A folder structure editor will appear where you can modify the layout.
- Right-click a folder to open the context menu:
- Add new folders
- Rename folders
- Delete folders
- If you're a project Admin, you will see a checkbox when editing folders.
- If the checkbox is enabled, only Admins can manage the folder and set access permissions.
- If the checkbox is disabled, project Managers will also be able to edit the folder.
Behavior and results
Action | Behavior |
|---|---|
Right-click on a folder | Shows options to add, rename, or delete the folder |
Admin-only checkbox | Restricts folder management to Admins only |
Delete folder | Permanently deletes the folder and all files inside |
“Reports \[systems folder]” | Auto-created by CxPlanner for finalized checklist/test documentation |
Understanding the “Reports \[systems folder]”
You may notice a folder called “Reports \[systems folder]” in your file structure. This is not user-created and cannot be removed.
- This folder stores automatically generated PDF reports from:
- Completed checklists
- Tests
- Inspections
- Helps centralize finalized documentation
- No manual action is needed to create or organize this folder
- Documents here are always up to date and ready for download or sharing
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can’t edit folder structure | Insufficient project role | Contact a Manager or Admin |
Folder edit options not visible | Not using right-click | Right-click directly on the folder name |
Deleted folder can't be recovered | No undo option available | Recreate folder and re-upload documents |
“Reports” folder can’t be removed | System-generated by platform | This folder is required and permanent |
I have no upload button | You don't have the right permissions/your project-role dosen't allow it | Contact a Manager or Admin |
I have no upload button, but i'm Admin | You're trying to upload files into the "Reports (system folder)" | The "Reports (system folder)" is an automated folder an you can't upload your own files. Upload the files elsewhere |
Quick facts
- Requires: Project role Manager or Admin
- Location: File Module → Folder Structure
- Affects: Folder access, file visibility, document management
Updated on: 07/31/2025
Thank you!