Synchronize checklist data with equipment assets
Overview
How do I synchronize checklist data with equipment assets in CxPlanner?
Synchronizing checklists with equipment assets ensures that verification activities are directly tied to the relevant systems and components. This improves traceability, reporting accuracy, and overall project structure.
When and why to use this
Synchronizing checklist data is helpful when you want to ensure all project documentation aligns with equipment.
- Use this action when you need to connect a checklist to a specific system or component.
- The system will link the checklist results to the equipment asset, making reporting and follow-up easier.
- This prevents gaps between checklists and assets and ensures consistent project tracking.
- Once synchronized, updates in the checklist will reflect in the equipment overview.
How to - step by step video guide
Behavior and results
When you synchronize checklist data with an equipment asset:
- The checklist will appear under the asset in the Equipment overview.
- The asset will inherit verification progress from the linked checklists.
- Reports and exports (PDF/Excel) will show the connection between assets and checklists.
Permission matrix
Project role | Can synchronize checklists to equipment |
|---|---|
Admin | Yes |
Manager | Yes |
Consultant | No |
Designer | No |
Contractor | No |
Viewer | No |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Equipment not showing in the list | Asset not yet created | First create the equipment asset in the project |
Checklist not synchronizing with equipment | Insufficient permissions | Ask a Manager or Admin to perform the sync |
Linked checklist not showing in report | Report generated before sync | Re-generate the report after synchronization |
Quick facts
- Requires: Project role Manager or higher
- Location: Checklists → Asset linking
- Affects: Equipment overview, reports, exports
Updated on: 08/18/2025
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