View and edit an individual asset detail page
Overview
How do I view the full details, files, tasks, checklists, and QR code for a single asset in CxPlanner?
The individual asset detail panel in the Asset module provides a tabbed side panel for each asset in the Assets overview, allowing you to view and edit asset metadata, linked checklists, tasks, files, floorplan placement, and QR codes from a single panel, which is used during commissioning and handover to track the status of individual pieces of equipment across all project workstreams.
This guide covers navigating the asset detail panel tabs and creating custom asset attributes. For a reference of all standard asset fields and what they mean, see [Asset fields reference]. For removing custom columns, see [Remove custom columns in asset module]. Viewers can view the asset detail panel; Manager or higher is required to edit fields or add custom attributes.
When and why to use this
Use the asset detail panel when you need to check or update all information associated with a specific piece of equipment - including its assigned checklists, linked tasks, uploaded files, and nameplate photo. This panel is the central record for each asset and is referenced by QR code scanning on site.
- When this is needed - when a commissioning engineer needs to verify checklist completion for a specific asset, when a site supervisor scans a QR code to pull up equipment details, or when a project manager needs to attach core documentation to an asset record
- What the system does - opens a side panel with multiple tabs covering all data associated with the asset; changes save immediately per field
- Limitations - the Floorplan tab requires a floorplan to have been uploaded to the project; the Photo tab feeds the CxAI nameplate enrichment feature and accepts one nameplate photo per asset
How to
Open the asset detail panel
- Open your project in CxPlanner and navigate to the Asset module.
- Click Assets overview in the sub-navigation.
- Locate the asset you want to view. Click the Asset ID or the asset Name in any row.
- Use the tabs at the top of the panel to move between sections:
Field | Description |
|---|---|
Overview | Activity feed and list of checklists assigned to this asset. Click Add Comment to post a comment visible to all project members. |
Activity | Full audit log showing every change made to the asset, including who made the change and when. |
Files | Three file categories: Core Files (primary documentation for this asset), Referenced Files (files linked from the project file module), and Task Files (files attached to tasks linked to this asset). Click AI Auto find files to have CxAI scan all project files and automatically match relevant files to this asset based on asset ID, tag, or name patterns. |
Tasks | All tasks linked to this asset, with current status indicators. |
Checklists | Checklists assigned to this asset, each showing a completion percentage progress bar. |
Desription | Free-text field for notes and additional context about the asset. |
Photo | Upload the asset's nameplate photo. This photo is used by the CxAI nameplate enrichment feature to extract equipment data automatically. |
Floorplan | Shows the asset's position on the project floorplan. Click Edit location to move the asset marker directly within this panel. |
QR-Code | The asset's QR code. Two URLs are displayed as static text: a web link and an app deep link. Click the QR code image itself to download it. Both formats are always generated simultaneously. Requires the QR Module, which is an enterprise subscription feature - if this tab is not visible, contact your CxPlanner account manager. |
Add a comment on the Overview tab within an asset
- Click the Overview tab.
- Click Add Comment in the activity section.
- Type your comment and click Post.
Upload a nameplate photo within an asset
- Click the Photo tab.
- Click Upload photo and select the nameplate image from your device.
- The photo saves to the asset record and becomes available for CxAI nameplate enrichment.
Download the asset QR code
- Click the QR tab.
- Two URLs are shown as static text: a web link and an app deep link. Both formats are always generated simultaneously.
- Click the QR code image to download it.
Behavior and results
Asset detail panel tabs
Tab | Contents | Who can edit |
|---|---|---|
Overview | Activity feed, checklist list, comments | Consultant or higher to comment |
Activity | Audit log (read-only) | Read-only for all roles |
Files | Core Files, Referenced Files, Task Files, AI Auto find | Manager or higher to upload/link |
Tasks | Linked tasks with status | Manager or higher to create tasks |
Checklists | Assigned checklists with completion percentage | Manager or higher to assign checklists |
Description | Free-text notes | Manager or higher |
Photo | Nameplate photo | Manager or higher |
Floorplan | Asset position on project floorplan | Manager or higher |
QR | QR code download | Viewer or higher (download only) |
AI Auto find files behavior
When you click AI Auto find files on the Files tab, CxAI scans all files in the project and matches files to this asset based on:
- Exact or partial match on the Asset ID (e.g., AHU-001)
- Matching tags applied to both the file and the asset
- Name pattern similarity between the file name and asset name
Matched files appear under Referenced Files. Review matches before using them - CxAI may suggest files that share an ID pattern with a different asset.
Custom attribute column behavior
Custom attributes created in Types: Assets automatically appear as:
- Additional columns in the Assets overview (sortable, filterable, and included in exports)
- Additional fields in the asset detail panel for all assets of that type
To control which columns are visible in the Assets overview, use the column settings. To remove a custom attribute column, see [Remove custom columns in asset module].
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Floorplan tab shows no map | No floorplan has been uploaded to the project | Ask your project Admin to upload a floorplan under Project Settings |
AI Auto find files returns no matches | Asset ID or name does not match any file names or tags in the project | Manually link files using the Referenced Files section, or ensure files are named or tagged with the asset ID |
Custom attribute does not appear in the asset detail panel | The attribute was created for a different asset type | Navigate to Types: Assets, select the correct asset type, and add the attribute to that type |
QR code download produces a broken link | The project URL or app deep link base URL has changed | Contact your CxPlanner Admin to verify the project URL configuration |
Quick facts
- Requires: Viewer or higher to view; Manager or higher to edit fields or add custom attributes
- Location: Asset module - Assets overview - click any Asset ID or Name
- Affects: Asset record data, linked files, checklist assignments, floorplan placement, and QR code output
Updated on: 07/21/2026
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