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 readersAsset Systems overview (module)
Overview How do I create and manage systems in the Asset module in CxPlanner? The Systems overview in the Asset module allows you to group and structure assets into logical systems by creating system records and assigning checklists to them, which is used to organize commissioning work by system (for example HVAC, LV Distribution, or Fire Suppression) instead of tracking every asset one at a time. This guide covers creating a system record, reading the Systems overview grid, viewing checklFew readersCommissioning 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 readersFPT 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 readersAsset fields reference - standard attributes in the Asset module
Overview What does each field in the asset record mean, and how should it be used in a commissioning project in CxPlanner? The asset fields reference in the Asset module documents every standard attribute available on an asset record - covering identification, classification, location, status, lifecycle, and equipment-specific fields - used by commissioning engineers, project managers, and site supervisors to correctly populate asset data during equipment registration, nameplate scanninFew readersNavigate and Use the Global Test View
Overview How do I see all checklists across every asset type and commissioning level in one place in CxPlanner? The Global test view in the Asset module allows you to view all project checklists in a single consolidated grid by navigating a hierarchical grouping of checklist types and asset types, which is used to monitor overall commissioning progress, find specific checklists quickly, and run AI-assisted follow-up emails to responsible parties with outstanding work. This guide coversFew readersView and edit an individual asset detail page
Overview How do I view the full details, files, tasks, checklists, and QR code for a single asset in CxPlanner? The individual asset detail panel in the Asset module provides a tabbed side panel for each asset in the Assets overview, allowing you to view and edit asset metadata, linked checklists, tasks, files, floorplan placement, and QR codes from a single panel, which is used during commissioning and handover to track the status of individual pieces of equipment across all project woFew 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. || Only users with the project role Manager or higher have access to import assets When and why to use this Use Excel import when working with many assets and you need a scalable setFew readersImport & 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. || Only users with the project role Manager or higher can perform this action. When and why to use this Use Excel import when you need to efficiently manage large datasets. When addingFew readersImport 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. || Only users with the project role Manager or higher can perform these actions. || Does your import-file looks strange? Please try to change the delimiter between COMMA and SEMICOLON. | Video guide of the full process can be found [below in theFew readersExport/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. || Only users with acces to the desired checklists can perform this action 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. || All users can perform this action. 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 readersSetting 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. || Only users with the project role Manager or higher can set up recurrent checklists When and why to use this Use this feature when traFew readersRemove custom columns in asset module
Overview How do I create, show or hide, and remove custom attribute columns in the Assets overview? Custom attribute columns in the Assets overview (Asset module) let you create, display, and remove additional data fields on asset records by configuring attributes in Types: Assets, which is used to capture equipment-specific data not covered by standard asset fields. This guide covers creating a custom attribute, controlling its visibility in the Assets overview, and permanently removiFew readersSynchronize 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. || Only users with the project role Manager or higher can synchronize checklist data with equipment assets. When and why to use this Synchronizing checklist data is helpful when yFew readersRe-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. || Only users with the project role Manager or higher can re-import checklists in the Asset module. When and why to use this Use checklist re-import when you need to update or reload a checklist onFew readersAsset 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 readersConfigure Asset Checklist Settings
Configure checklist type settings in the Asset module Overview How do I configure how checklist types behave within the Asset module in CxPlanner? The checklist type settings in the Asset module allow you to control how checklists are sequenced, scheduled, resourced, and handed off across teams within a commissioning project, which is used to govern the full asset commissioning lifecycle - from enforcing test phase order to automating recurring inspections and notifying the next team wheFew readersEdit assets directly in Asset Overview
Overview How do I edit multiple assets at once in CxPlanner without using Excel? The bulk edit and multi-cell update feature in the Asset Module allows you to select and update multiple assets directly in the Asset Overview grid - including field values and active/inactive status - without downloading or uploading any files. This is used when you need to make fast, targeted changes across many assets during commissioning or project setup. This guide covers in-grid bulk editing and status fFew readers