Tutorial: Creating and managing an Asset-based project
Overview
How do I create and manage an asset project in CxPlanner?
Asset projects in CxPlanner allow you to structure, track, and manage all assets across a commissioning or construction project. This includes setting up the project, importing assets, defining asset types, creating checklists, and tracking issues.
Video guide: Creating and managing an Asset-based project
How to - step by step
1. Create a New Project
- Open CxPlanner.
- Select an existing project or click Create Project and name it (e.g., Asset Quick).
- Click Next to proceed.
2. Select Project Type
- Choose Construction as the project type.
- Select the default checklist types (can be changed later).
3. Define Asset Types
- Review the suggested asset types.
- Add new types now or at any time later.
4. Finalize Project Creation
- Click Create Project to complete the setup.
5. Access the Asset Overview
- Go to Assets → Overview to view all registered assets.
6. Manage Checklist Types
- Review existing checklist types.
- Add or modify checklist types as needed
7. Add Assets Manually
- Click Add Asset.
- Enter the required details: CCMS Tag and Asset Type.
- Repeat for all assets.
8. Import Assets via CSV
- Prepare an Excel CSV file with asset data.
- Use the Import function to bulk upload assets.
9. Update Asset Attributes
- Click on an asset to open its details.
- Update fields and attributes as required.
10. Use the Global Test View
- Access Global Test View for a comprehensive overview of all tests and related assets.
11. Approve Checklists
- Review checklist items.
- Approve and save the checklist.
12. Handle Checklist Issues
- Review issues generated from checklists.
- Update the issue status as required.
13. Track Issues Globally
- Use the Global Issue List to monitor and manage all open issues.
Behavior and results
- All assets are linked to checklists, test results, and issues.
- The system automatically updates asset records when checklists are approved or issues are resolved.
- You can filter, export, and report on asset data at any point.
Permission matrix
Action | Required Project Role |
|---|---|
Create asset project | Manager or higher |
Import assets (CSV) | Manager or higher |
Edit asset attributes | Manager or higher |
Approve checklists | Consultant or higher |
Track issues | Viewer or higher |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Cannot create project | Insufficient permissions | Contact a project Manager or Admin |
Asset import fails | Missing required fields | Verify CSV headers and mandatory columns |
Checklist not visible | No checklist type selected | Add checklist types under project settings |
Issues not appearing in overview | Filters applied or incorrect status | Reset filters or check issue assignment |
Quick facts
- Requires: Project role Manager or higher
- Location: Assets → Projects
- Affects: Checklists, Global Test View, Issues, PDF reports
Updated on: 09/29/2025
Thank you!