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 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. 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.Few 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. 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 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. When and why to use this Use this feature when traFew readersRemove 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 readersAsset 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 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. When and why to use this Synchronizing checklist data is helpful when yFew readers