General

• Full guide on how to set up projects with the asset-module

  Overview How do I set up and use the Assets module in CxPlanner? The Assets module lets you structure commissioning processes around assets and their related checklists - giving you asset-specific sidebar shortcuts, file references, and task management in one place. Use this module when you need a standardized, asset-centric workflow. If you need a free-form workflow instead, use the System and Test View. Note that checklist response data cannot be moved between the two workflows afterSome 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

• Commissioning with OPR, BOD (LEED, ASHRAE G0, Std 202)

  Overview How do I set up commissioning with OPR and BOD in CxPlanner? Commissioning with OPR and BOD in the Commissioning module allows you to structure requirements, design responses, reviews, assets, tests, reports, and issues, which is used for commissioning projects that follow LEED, ASHRAE Guideline 0, or ASHRAE Standard 202. This guide covers the basic setup and workflow for commissioning with OPR and BOD. It does not cover advanced template setup or detailedFew readers

• FPT with controls, electrical and mechanical checklist combined

  Overview How do I combine controls, electrical, and mechanical checklists into a single Functional Performance Test on one asset in CxPlanner? The multi-checklist configuration feature in the Asset Module allows you to attach separate contractor checklists - controls, electrical, and mechanical - to a single asset type under one test section, so overall progress across all responsible parties is tracked in one place. This guide covers configuring multiple checklist types at the asset tFew 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

• Export/download multiple checklists from the Asset module

  Overview How do I export multiple checklists at the same time in the Asset module? This feature allows you to download multiple checklists as PDF reports directly from the Global test view. It is especially useful for documentation, handover, or sharing test results. When and why to use this Use this feature when you need to export several checklists at once. When creating combined documentation across mulFew 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

• Re-import Checklists in the Asset Module

  Overview How do I re-import a checklist in the Asset module? Re-importing a checklist allows you to reload or update a checklist on an existing asset. This is useful when the checklist template has been updated or when you need to refresh the checklist configuration for a specific asset. When and why to use this Use checklist re-import when you need to update or reload a checklist onFew readers

• Asset documentation tracking / matrix

  Overview How do I define which documents an asset type requires and attach files to those slots on individual assets? The asset document matrix in the Assets Module lets you define required documents per asset type, track completion percentage per asset, and attach project files to document slots, which is used for structured turnover and commissioning documentation where every asset of a type needs the same document set (manuals, drawings, test reports). This guide covers enabling the feaFew readers