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 and Update assets from Excel (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

• 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