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Articles on:Asset Module
The Asset module in CxPlanner organizes and tracks equipment, linking each asset to checklists, locations, and documentation for efficient project management.

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  • Getting started & Onboarding videos
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  • Checklists
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  • Asset Module
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General
  • Overview of the Assets Module
    Purpose and Rationale The new Assets module in CxPlanner has been developed to streamline project workflows, enhance consistency, and ensure that project activities are executed in a clearly defined order. By structuring commissioning processes around assets and their associated checklists, we enable more efficient data management, better traceability, and improved coordination across teams. This module aims to centralize key testing and documentation efforts by tying them directly to theFew readers
Advanced
  • How to synchronize checklist data with equipment assets
    In CxPlanner, checklists play a crucial role in documenting quality assurance processes, while equipment assets provide a structured overview of the systems and components involved in a project. Synchronizing checklist data with equipment assets ensures that all verification activities are correctly linked to the relevant items, making it easier to track progress, generate reports, and maintain a consistent project structure. How to Synchronize Checklist Data with Equipment Assets Follow thFew readers

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