Tutorial: Setting up the "System & test view"
Overview: System & Test view setup
System & Test view lets you add equipment items manually or by spreadsheet bulk import, customize columns, bulk edit items, and import checklist templates, which is used when your project runs on System & Test view instead of the Asset module.
- Your role must be Manager or higher for most actions. Customizing columns requires project Admin.
- You can find the menu at the project - System & Test view.
- This changes equipment records, linked checklists, and imports or exports for the project.
Video guide: System & Test view
How to set up System & Test view
Add items and review columns
- Open CxPlanner and create or select a project.
- Open System & Test view.
- Click New Item, enter a name (for example Mechanical Complete), and save.
- Add more items (for example Air Handling Unit) and assign tags (for example Unit 01, Unit 02).
- Review columns such as Link (checklists), Status, Responsible, and Info.
Customize columns
- Open the menu and select Settings (project Admin required).
- Enable or disable columns and drag to rearrange them.
Import from spreadsheet and bulk edit
- In the menu, select Download Overview and fill in the spreadsheet with equipment details.
- In the menu, select Bulk Import from Excel and upload the prepared spreadsheet (.xlsx).
- Select Bulk Edit Many Items, choose the items to move or modify, and apply changes.
Import and manage checklists
- Select one or more items and choose Import Template.
- Find the correct template and import checklist items.
- To delete, select the checklist item and choose delete checklist, delete checklist and all children, or delete checklist items only.
- Click the Shield icon to filter items assigned to you, or Show All to clear the filter.
Results: System & Test view setup
- Equipment items appear in one centralized list
- Spreadsheet import replaces manual entry for mass upload
- Custom columns adapt the view per project
- Bulk actions speed up edits and deletes
- Linked checklists track progress per item
Action | Required project role |
|---|---|
Add, edit, or delete items | Manager or higher |
Import or export spreadsheets | Manager or higher |
Customize columns | Admin |
Bulk edit | Manager or higher |
Import checklists | Manager or higher |
Troubleshooting: System & Test view setup
Problem | Cause | Solution |
|---|---|---|
Unable to access Settings | Project role is below Admin | Ask a project Admin to open Settings or raise your role |
Spreadsheet upload fails | File does not match the download template | Download Download Overview, copy your data into that format, then use Bulk Import from Excel |
Checklist import missing items | Wrong template selected | Select the correct checklist template and import again |
Cannot bulk edit | Project role is below Manager | Ask a project Admin to raise your role to Manager or higher |
Updated on: 07/26/2026
Thank you!