Set up a Timeline and Schedule for Data Centers in the Asset Module
Overview
How do I set up a commissioning or test plan in CxPlanner?
This guide explains how to plan and structure your checklists across levels using dates and the Gantt timeline.
When and why to use this
Use this feature when you need to plan and visualize commissioning activities in your project.
- When you have created assets and assigned checklists
- When you want to plan test sequences across levels (Level 2-5)
- When you need to assign start and end dates to checklists
- When you want to visualize the plan in a Gantt timeline
- When you need to manage dependencies between activities
Important to know:
- Planning can be done manually, via bulk updates, or Excel import
- The Gantt view is based on Microsoft Project logic
- Changes at folder level affect all underlying checklists
- Status is displayed visually (green = approved, red = failed)
How to - step by step
Plan checklists directly in the asset view
- Go to your project and navigate to Assets
- Select an asset (e.g., ATS)
- Locate the Start date and End date columns and select a date in the grey row for a level (e.g., Level 3)
- The system automatically assigns dates to all underlying checklists
Alternative: Plan one checklist at a time
- Click the start date for a specific checklist
- Select a date and repeat for the end date
Alternative: Import plan from Excel
- Go to Asset Overview and click Options
- Select Import and upload your Excel file with dates
Use the Gantt timeline for planning
- Go to the menu and select Gantt Timeline
- Expand the levels/folders and view planned checklists
- Edit the plan directly in the Gantt view
- Drag bars to adjust dates
- Move entire folders to update all underlying activities
- Adjust individual checklists as needed
Create dependencies (Additional)
- Select a checklist
- Define a dependency to another checklist
- Use an end-to-start relationship
Video guide:
Behavior and results
Planning methods
Method | Description |
|---|---|
Bulk via level | Assigns dates to all checklists under a level |
Manual | Set dates one by one |
Excel import | Import plan in bulk |
Gantt drag-and-drop | Visual planning and adjustment |
Dependencies
Type | Description |
|---|---|
End-to-start | A checklist starts when another one finishes |
One-to-one | Only one checklist can be linked to another |
Level dependency | Entire levels depend on each other (recommended) |
Status in Gantt view
Status | Display |
|---|---|
Approved | Green |
Failed | Red |
Planned | Default color |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Dates are not updated correctly | Wrong level selected | Ensure the correct row is selected |
Plan changes unintentionally | Folder was moved | Use individual editing instead |
Plan is too complex | Too many dependencies | Use level dependencies instead |
Gantt does not show all data | Levels are collapsed | Expand folders in the Gantt view |
Quick facts
- Requires: Manager or higher
- Location: Assets → Dates / Gantt Timeline
- Affects: Planning, Gantt view, project status
Updated on: 03/30/2026
Thank you!