General

• Using the Assets Module in CxPlanner

  Overview How do I set up and use the Assets module in CxPlanner? The Assets module helps you structure commissioning processes around assets and their related checklists. This provides better organization, traceability, and efficiency in asset-heavy projects. When and why to use this The new Assets module in CxPlanner hasSome readers

Import/Export

• Import assets from Excel into your project (easy)

  Overview How do I import assets from an Excel file into my project? Importing assets from Excel is a fast and structured way to add large amounts of data to your project in CxPlanner. It allows you to upload existing asset lists or set up a new asset-based project without creating everything manually. When and why to use this Use Excel import when working with many assets and you need a scalable setFew readers

• Import & Update assets using Excel (advanced)

  Overview How do I import and update assets using an Excel file in CxPlanner? Importing assets from Excel allows you to quickly create or update large amounts of asset data in your project. You can use this feature to both add new assets and update existing ones using a structured Excel or CSV file. When and why to use this Use Excel import when you need to efficiently manage large datasets. When addingFew readers

• Import and Update assets from CSV

  Overview How do I import or update assets in a project in CxPlanner? CxPlanner lets you import new assets in bulk or update existing ones through export, editing, and re-import. This streamlines project setup and ongoing asset management.Few readers

Advanced

• Generate QR Codes in Bulk for Assets

  Overview How do I generate multiple QR codes for assets at once? Each asset in CxPlanner automatically has its own QR code. You can quickly create and download these codes in bulk directly from the asset overview. When and why to use this Generating QR codes in bulk is useful when you need to: You need to quick print to hand out QR tags to your guys. You are prepping the assets and need to label all QR codes. Key facts: EacFew readers

• Setting up Recurrent Checklists for a maintenance project

  Overview How do I set up an asset project and configure it with recurrent checklists? An asset project is used to run a project during its Operations phase, or to extend an existing construction project into that phase. Within this context, you can assign recurrent checklists for maintenance tasks such as inspections and testing. When and why to use this Use this feature when traFew readers

• Remove custom columns in asset module

  1. Intro / Overview Removing a custom asset field from the Asset Overview permanently deletes that field and all data stored in it. Only custom (meta) fields can be removed; system columns cannot. This action cannot be undone. 2. What is the question this page answers? How do I remove a custom column from the Asset Overview? If you added a custom field to the Asset Overview and no longer need it, you can remove it. This page explains who can do it, where to find the option, and whaFew readers

• Asset Systems overview (module)

  Creating and managing Systems within the asset module The Asset Systems overview provides another way of grouping and structuring assets in CxPlanner. Instead of only doing it by assets, this here allows you to group assets in individual systems, and then assign checklists to the systems.Few readers

• Synchronize checklist data with equipment assets

  Overview How do I synchronize checklist data with equipment assets in CxPlanner? Synchronizing checklists with equipment assets ensures that verification activities are directly tied to the relevant systems and components. This improves traceability, reporting accuracy, and overall project structure. When and why to use this Synchronizing checklist data is helpful when yFew readers

Data Centers

• Create a Data Center project in less than 5 minutes

  Overview How do I create a project with assets, levels, and checklists in CxPlanner? This guide explains how to create a new project, define levels, add assets, and configure checklists and responsibilities. When and why to use this Use this feature when you need to set up a structured commissioning project in CxPlanner. When starting a new project When defining commissioning levels WhFew readers

• Set up a Timeline and Schedule for Data Centers in the Asset Module

  Overview How do I set up a commissioning or test plan in CxPlanner? This guide explains how to plan and structure your checklists across levels using dates and the Gantt timeline. When and why to use this Use this feature when you need to plan and visualize commissioning activities in your project. When you have created assets and assigned checklists When you want to plan test sequencesFew readers

• Create and set Standard Views for Data Centers

  Overview How do I create and share custom views in CxPlanner? This guide explains how to create and configure custom views in the Asset Overview, allowing you to structure data, group information, and share relevant views with other project users. When and why to use this Use custom views when you want to control how data is displayed in your project. When you want to structure assets into hieFew readers