Tutorial: Setting up the "System and test view"

Overview

How do I create and manage the System & Test view (S&T) in CxPlanner?

You can manually add equipment items, import them from spreadsheets, edit them in bulk, and manage related checklists. This process ensures all equipment is properly tracked and assigned within your project.

Only users with the project role Manager or higher can perform this action.

When and why to use this

When you have been recommended to use the System and test view module instead of the Asset module

Use equipment creation and management to maintain a clear and organized record of all items within your project.

When setting up a new project and defining equipment lists
When adding multiple items at once using spreadsheet imports
When linking checklists to equipment for progress tracking
To bulk edit or delete items for faster updates

System behavior:

Items can be added manually or imported in bulk
Checklists can be linked or imported to each item
Column layout can be customized per project
Bulk edit allows simultaneous changes to multiple items

Limitations:

Imports require a correctly formatted spreadsheet
Only users with admin-level project permissions can change settings and customize columns

Video guide

How to - step by step

Create or open a project

Open CxPlanner and create a new project or select an existing one.

Manually add equipment items

Click New Item.
Enter the item name (e.g., Mechanical Complete) and save.
Add more items (e.g., Air Handling Unit) and assign tags (e.g., Unit 01, Unit 02).

Understand the columns

Review the columns in the equipment list:

Link - Access individual checklists
Status - View completion status
Responsible - Assign team members
Info - Add additional notes

Access settings

From the menu, scroll down and select Settings. Admin rights are required.

Customize columns

Enable or disable columns and drag to rearrange their order.

Import equipment from spreadsheet

In the menu, select Download Overview.
Fill in the spreadsheet with equipment details.

Upload the spreadsheet

In the menu, select Bulk Import from Excel.
Upload your prepared spreadsheet.

Bulk edit items

Select Bulk Edit Many Items from the menu.
Choose items to move or modify, then apply changes.

Import checklists

Select one or more items and choose Import Template.
Find the correct template and import checklist items.

Delete checklist items

- Select the checklist item to delete.
- Choose from: delete checklist, delete checklist and all children, or delete checklist items only.

Filter assigned items

- Click the Shield icon to filter items assigned to you.
- Select Show All to remove the filter.

Behavior and results

All equipment items appear in a centralized list
Imports replace manual entry for faster setup
Custom columns allow you to adapt views per project needs
Bulk actions save time when editing or deleting multiple items
Linked checklists ensure progress tracking for each equipment item

Permission matrix

Action	Required Project Role
Add/edit/delete items	Manager or higher
Import/export spreadsheets	Manager or higher
Customize columns	Admin
Bulk edit	Manager or higher
Import checklists	Manager or higher

Troubleshooting

Problem	Cause	Solution
Unable to access Settings	Insufficient permissions	Contact a project Admin
Spreadsheet upload fails	Incorrect formatting	Use the Download Overview template format
Checklist import missing items	Wrong template used	Select the correct checklist template
Can't bulk edit	Role does not allow	Request Manager role or higher

Quick facts

Requires: Project role Manager or higher (Admin for column settings)
Location: Project → Equipment list
Affects: Project equipment records, linked checklists, and imports/exports

Updated on: 08/15/2025

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