Tutorial: Creating and managing an Asset-based project
Overview: asset-based project tutorial
The Asset module in CxPlanner lets you create an asset-based project, define asset types, add or import assets, attach checklists, approve tests, and track issues, which is used when you need an equipment-led commissioning structure.
This guide is a quick tutorial video plus condensed steps. For Excel import details, see the asset import guides. For checklist template authoring, see Template Center tutorials.
- Your role must be Manager or higher to create and manage the project.
- You can find the menu at Projects - create or open an asset-based project - Assets - Overview.
- This changes assets, checklists, System & Test view, and issues.
Video guide: creating and managing an asset-based project
How to create and manage an asset-based project
Create the project
- Open CxPlanner.
- Click Create Project (or open an existing project) and enter a name.
- Click Next.
- Choose Construction as the project type.
- Select the default checklist types (you can change them later).
- Review suggested asset types and add any you need.
- Click Create Project.
Work with assets and checklists
- Go to Assets - Overview to see registered assets.
- Review or add checklist types in project settings.
- Click Add Asset to create assets manually, or use Import for a CSV or spreadsheet bulk import (.xlsx / CSV).
- Open an asset to update fields and attributes.
- Open System & Test view for the full test matrix across assets.
- Review checklist line items, then approve and save when ready.
- Update issue status for observations or punch list items from checklists.
- Use the Global Issue List to monitor open issues.
Results: asset-based project management
- Assets stay linked to checklists, test results, and issues
- CxPlanner updates asset records when checklists are approved or issues are resolved
- You can filter, export, and report on asset data
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: asset-based project tutorial
Problem | Cause | Solution |
|---|---|---|
Cannot create project | Your project or company role is below Manager | Ask a Manager or Admin to raise your role, or create the project for you |
Asset import fails | Missing required fields or wrong headers | Check CSV headers and mandatory columns, then re-import |
Checklist not visible | No checklist type selected for the project or asset | Add checklist types under project settings and attach templates to asset types |
Issues not appearing | Filters applied or wrong assignment | Reset filters and confirm the issue is assigned to the expected user or group |
Updated on: 07/26/2026
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