Getting started

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

  Overview: set up an Asset module project The Asset module structures commissioning around assets and their checklists, with asset-specific attributes, files, and tasks in one place, which is used for standardized asset-centric projects. If you need a free-form workflow instead, use System & Test view. Checklist response data cannot move between those workflows after setup. For Excel import details, see the Asset import articles. Your role must be Manager or higher to configure thSome readers

• Asset systems overview (module)

  Overview: asset systems overview The Asset Systems Overview in the Asset module lets you group assets into logical systems and read aggregate checklist progress, open tasks, and signatures at system level, which is used when commissioning work is tracked by system (for example HVAC or Fire Suppression) instead of only per asset. This page covers system records and asset linking. Checklist assignment at system level is shown in the System checklist column after a checklist is linkedFew readers

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

  Overview: commissioning with OPR and BOD Commissioning with OPR and BOD in the Commissioning tools lets you structure requirements, design responses, reviews, assets, tests, reports, and issues, which is used for projects that follow LEED, ASHRAE Guideline 0, or ASHRAE Standard 202. Your role must be high enough to create projects and change project settings (typically Manager or Admin). You can find the menu at Project Settings - Tools and Modules -Few readers

Asset Overview & Custom Views

• Navigate and use the global test view

  Overview: Global test view in the Asset module The Global test view in the Asset module shows all project checklists in one consolidated grid, grouped by checklist type and asset type, which is used to monitor commissioning progress, find specific checklists, and send CxAI follow-up emails for outstanding work. It is not the separate System & Test view module. The view shows checklists only, not individual line items. Open a checklist from this view for line-item detail. Your rolFew readers

• View and edit an individual asset detail page

  Overview: individual asset detail page The asset detail panel in the Asset module opens a tabbed side panel for one asset, which is used during commissioning and handover to review equipment status, linked work, files, and QR access from one place. For standard field meanings, see Asset fields reference. For removing custom columns, see [Remove custom columns in the Asset modulFew readers

• Edit assets directly in asset overview

  Overview: edit assets in Asset overview In-grid editing in Asset Overview lets you select several assets and update shared field values directly in the grid, which is used for fast corrections during commissioning when a full spreadsheet import is unnecessary. For large replacements, use Options - Bulk Update. Your role must be Manager or higher. You can find the menu at Asset module - Asset Overview. This changes field values and active/inactive status on the selFew readers

• Create and manage custom views in the assets overview

  Overview: custom views in Assets overview Custom views in the Asset module Assets overview save a named mix of visible columns, filters, and sort order, which is used when different roles need a reusable slice of asset data without rebuilding the grid each time. Built-in checklist presets are also listed below. Your role can be any project role for private views. Manager or higher is required for public views and the project default. You can find the menu at Asset module - **AssetsFew readers

• Use bulk actions and advanced options in the assets overview

  Overview: bulk actions in Asset overview Bulk actions and advanced options in Assets overview let you select one or more assets and apply changes in batch, including reassigning asset types, assigning checklists, exporting QR codes, auto-populating asset data with CxAI, and importing or updating large asset sets via file upload, which is used on projects with large equipment inventories. Your role must be Manager or higher for bulk actions and options menu actions. You can findFew readers

• Rename an asset type

  The asset type rename feature in the Asset module lets you change the name of an existing asset type - for example AHU, FCU, or Generator - directly from Types: Assets, without recreating the type or moving any equipment. This is useful when a type was created with a typo or an overly generic name during an Excel import, or when project needs evolve and a type like Generator needs to become Diesel Generator - Emergency for clearer reporting. || Only users with the projecFew readers

Fields & Columns

• Asset fields reference - standard attributes in the Asset module

  Overview: asset fields reference The asset fields reference in the Asset module documents every standard attribute on an asset record - identification, classification, location, status, lifecycle, and equipment-specific fields - which is used when you populate equipment data during import, nameplate capture, and handover. Fields that do not appear here were added as custom attributes. For custom columns, see [Remove custom columns in asset module](https://help.cxplanner.com/en-us/article/reFew readers

• Remove custom columns in asset module

  Overview: remove custom columns Custom attribute columns let projects capture equipment data beyond standard asset fields. You can hide columns for your own view, or permanently remove a custom attribute as Admin, which is used when a field is no longer needed or was created by mistake. Creating custom attributes is done in Types: Assets and requires Manager or higher. Your role can be any role to show or hide columns. Removal requires Admin. You can find visibility conFew readers

Import/Export

• Import and update assets using excel

  Overview: importing assets from Excel The Excel asset import in the Asset module lets you create many assets at once by uploading a spreadsheet and mapping its columns to CxPlanner asset fields, which is used when populating a new asset-based project or loading an equipment list handed over by a contractor. To update assets that already exist, or to import from CSV, see Import and update assets from CSV aSome readers

• Import and update assets using excel (advanced)

  Overview: advanced Excel import and update Advanced Excel import and bulk update in the Asset module let you create or update many assets from a spreadsheet (.xlsx) or CSV by mapping columns to CxPlanner fields, which is used for bulk import, mass upload, or loading equipment lists from ERP or BIM exports. For the simpler create-only flow, see [Import assets from Excel into your project (easy)](https://help.cxplanner.com/en-us/article/import-assets-from-excel-into-your-project-easy-1thnyt0/Few readers

• Import and update assets using CSV

  Overview: import and update assets from CSV CSV import in Asset Overview lets you add many assets at once or export, edit, and re-import existing asset data, which is used for bulk import of equipment lists and ongoing mass updates. For advanced Excel mapping, see Import and update assets with Excel (advanced). Your role must be Manager or higher. You can find the menu at Project - **AFew readers

• Export/download multiple checklists from the Asset module

  Overview: export multiple checklists The PDF export in the Asset module lets you download several checklists as PDF reports directly from Global test view, which is used for documentation, handover, or sharing test results across assets. For a structured report with a cover page, custom content, and filtered charts, use the Reporting module instead. Your role must be Manager or higher. You can find the menu at Asset module - Global test view - menu - **Download PDF repoFew readers

Checklists in the Asset Module

• FPT with controls, electrical and mechanical checklist combined

  Overview: combined FPT checklists Multi-checklist configuration on an asset type lets you attach separate contractor checklists under one test section, which is used when electrical, mechanical, and controls teams test the same equipment in parallel while the project still tracks combined progress. For completing an individual checklist, see Find and perform checklists on desktop and mobile.Few readers

• Configure asset checklist settings

  Overview: Asset types and checklist settings Checklist type settings in the Asset module control sequencing, recurrent inspections, work-hour targets, and handoff notifications across commissioning phases, which is used when tests (checklist scripts) must run in order and hand off cleanly between teams. For approval flows, see Configure approval flows for checklist types. Your role mustFew readers

• Setting up recurrent checklists for a maintenance project

  Overview: recurrent checklists for maintenance Recurrent checklists on asset types automatically create the next inspection or test after approval, which is used in operations and maintenance projects for repeating work such as filter changes, oil changes, and detector checks. Related advanced settings are also described in Configure asset checklist settings. Your role must be Manager or higher.Few readers

• Synchronize checklist data with equipment assets

  Overview: synchronize checklist data with assets A sync line item in a checklist can push entered values to an asset field and pull reference values from the asset, which is used when site teams record actual equipment data during a test and need that data stored on the asset record. The asset attributes used for sync must already exist as asset columns. Your role must be Manager or higher to configure sync rows. You can find the action inside a checklist - Add line - **ActionsFew readers

• Re-import checklists in the asset module

  Overview: re-import checklists Re-import reloads the checklist configuration on an existing asset from the latest template setup, which is used when a checklist template has changed and one asset needs the updated structure. It affects only the selected asset and checklist. Your role must be Manager or higher. You can find the menu at Asset module - Types: Assets - re-import icon. This changes the checklist structure on the selected asset. || Only users with the project roleFew readers

• Attach a checklist to an asset type in the Asset module

  The Asset module attaches checklist templates to an asset type so every asset created from that type automatically receives the right checklist, used when you want standardized commissioning tests, such as FAT, SAT, or a Functional Performance Test, to apply consistently across all assets of the same type, for example every AHU or every Chiller. This page covers attaching an existing checklist template to an asset type. || Only users with the project role Manager or higher can attach a cheFew readers

Documentation, Reporting & QR Codes

• Asset documentation tracking / matrix

  Overview: asset documentation matrix The asset document matrix in the Asset 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 where every asset of a type needs the same document set such as manuals, drawings, and test reports. Your role must be Admin to enable the feature, and Manager or higher to configure requirements and attach files (or a matching asFew readers

• View the commissioning schedule in the skyline chart

  Overview: skyline chart schedule The Skyline chart in the Asset module shows checklists as color-coded blocks on a weekly timeline, which is used to review the commissioning schedule, spot overloaded weeks, and open checklists directly from the chart. Viewing the chart does not change data. Checklist dates control where blocks appear. Your role must be Viewer or higher to view, and Manager or higher to set checklist dates. You can find the menu at Asset module - checklist typeFew readers

• Generate QR codes in bulk for assets

  Overview: generate QR codes in bulk Each asset has its own QR code. Bulk actions in Assets Overview let you download selected codes as individual PNG files or one PDF, which is used when you need to print asset tags or label equipment before site work. Scanning still requires login and permission to view the asset. Your role can be any role that can open the assets. You can find the menu at Asset module - Assets Overview - Bulk actions. This does not change asset data. ItFew readers