Set up a standard commissioning project (PFC + FPT)

Overview: PFC and FPT project setup

The asset-based project setup in CxPlanner lets you create a project, define checklist phases such as Pre-functional (PFC) and Functional Performance Test (FPT), add assets, and assign checklist templates automatically, which is used when starting a standard commissioning project with equipment and test scripts.

For Excel bulk import after setup, see the asset import guides. For Template Center template authoring, see the Template Center tutorials.

• Your role must be Manager or higher.
• You can find the menu at Projects - Add Asset-Based Project.
• This changes assets, checklists, assignments, and schedules in the project.

Verification phases can be renamed later. Assets and data can be imported later through Excel or PDF. Planned dates create a timeline automatically.

How to create a PFC and FPT commissioning project

Video guide

Create the project

1. Go to Projects.
2. Click Add Asset-Based Project.
3. Enter a project name.
4. Select a project type.

Configure checklist phases

1. Define your checklist types.
2. Use examples such as Pre-functional or Functional Performance Test.
3. Continue to the next step.

Add asset types

1. Add the assets you need (for example Air Handling Units or Exhaust Fans).
2. Enter the quantity for each type.
3. Create the project.

Assign checklist templates

1. Go to Types of Assets.
2. Select an asset type.
3. Add checklist templates to the asset.
4. Repeat for additional checklist types if needed.

Review assets and tests

1. Open Asset Overview to see all assets.
2. Open System & Test view to see all checklists.
3. Assign responsible users, groups, or companies.
4. Add dates if scheduling is needed.

Results: PFC and FPT project setup

Troubleshooting: PFC and FPT project setup

Updated on: 07/26/2026