General Checklist Templates

• Create and manage checklist templates

  Overview: create and manage checklist templates The Template Center lets you create, organize, and customize checklist templates for reuse across projects, including visibility, availability, topics, and required inputs on each line item (checklist item). For Excel, Word, or PDF import, see the dedicated import guides. For locking a finished template, see Lock a template to prevent editing. Your role mPopular

• Share a template with your company or project

  The Template Center lets you share a checklist template with everyone in your company or with one specific project, so other teams can reuse a template you built instead of rebuilding it from scratch. Any user with access to Template Center can start a share - this guide covers requesting a share, and, for Company Admins, approving or declining one. A shared template stays hidden from the company or project until a Company Admin approves the request. This applies whether you share wFew readers

• Move a template to another folder in Template Center

  The Template Center organizes checklist templates into folders, and you can move an existing template into a different folder using the right-click menu or by dragging it, so your template library stays organized as it grows. If you're not a Company Admin, you can only move templates within your own Personal Templates folder. Moving a template in or out of a company-level folder requires the company-level Admin role. Move a template using the right-click menu Locate theFew readers

• Let everyone in your company edit templates

  Template permissions in Company agreement control which company users can edit templates in the Template Center, letting you move editing rights from a small admin group to every user in the company - useful when a commissioning team wants any team member to update a checklist template as scopes change, instead of routing every edit through a single Admin. Only users with the company role Admin can open company agreement settings and change template permissions. Let everyone inFew readers

• Generate checklists and test scripts using the CxAI

  Overview: generate checklists with CxAI CxAI checklist generation creates commissioning checklists and test scripts from an equipment or system type, and optionally from a Sequence of Operation (SOO) upload, which is used to kickstart PFC, FPT, IST, and Level 1-5 test plans. For importing an existing Excel, Word, or PDF checklist, see the import guides. Your role must be Manager or Admin. You can find the menu at Checklist module or Test plan builder - Generate using AI.Popular

Checklists: Importing Templates

• Import a Word (DOCX) or PDF Checklist into CxPlanner

  Overview: import Word or PDF checklists Import converts Word (.docx) or PDF checklists into editable commissioning templates with CxAI, and also supports general PDF documents and migrations from CxAlloy or Facility Grid. For Excel (.xlsx) spreadsheet import, see the Excel checklist import guide. For PDF-only steps, see the PDF checklist import guide. Your role must allow Template Center import, and CxAI must be enabled for your company. You can find the menu at Template Center - CommiSome readers

• Import a PDF Checklist into CxPlanner

  Overview: import a PDF checklist PDF checklist import in Template Center uses CxAI to extract line items from a PDF and create an editable checklist template, which is used when owners or contractors hand over existing PDF test forms. For Word (.docx) or Excel (.xlsx) import, see those dedicated guides. Your role must allow access to Template Center and CxAI. You can find the menu at Template Center - AI Create and Import Files - Import PDF Checklist. This creates a new editaFew readers

• Import a Excel (XLSX) Checklist into CxPlanner

  Overview: import Excel checklist templates Excel checklist import in Template Center lets you create one or many checklist templates from a spreadsheet (.xlsx), or paste rows into an existing template, which is used for bulk import of commissioning tests and mass upload of test scripts. For Word or PDF import with CxAI, see the Word and PDF import guides. Your role must allow access to Template Center. You can find the menu at Template Center - Import Files - **Import CxPlanner ExcPopular

• Re-import a checklist template (System & Test view, QA & Site Inspection)

  Overview: re-import checklist template in System & Test view Re-importing a checklist template applies an updated company template to checklists already in use in a project, which is used when the company checklist library changes and active projects must stay aligned. For re-import in the Asset module, use the Asset help pages. Your role must be Manager or higher. You can find the menu at System & Test viewFew readers

• Advance import (bulk import) for the (System & test view, QA or Site Inspection)

  Overview: advanced bulk import in System & Test view In System & Test view, you can define an asset or equipment type and pre-attach one or more checklists so that new items of that type get those checklists imported automatically, which is used for repeated systems such as VAV boxes, fans, or pumps. It applies only to System & Test view. Your role must be Manager or higher. You can find the menu at Project settings - Checklists. This changes automatic checklist cPopular

Checklists: Template Advance Settings

• Add comments to N/A Options in a checklist

  Overview: comments on N/A options The Comment on NA setting in Template Center lets you require a comment whenever a line item is marked N/A (Not Applicable), which is used when commissioning tests need a written reason for skipped items. Your role must allow access to checklist templates in Template Center. You can find the menu at Template Center - open a template - line item settings. This changes how N/A responses are collected on checklists created from the template, andFew readers

• Lock a template to prevent editing

  Overview: lock a checklist template Template locking in the Template Center makes a checklist template permanently read-only, which is used when a verified test script must stay unchanged across projects. Your role must be company Admin or Manager to lock templates. You can find the menu at Template Center - Checklists - template three-dots menu - Lock Template. This makes the template permanently read-only. Locked templates cannot be unlocked. A locked template cannoSome readers

• Customize line items with extra data [Advanced]

  Enrich line items with additional information such as internal links to files, photos and more.Few readers

• Auto-fill checklist line items with asset data

  The attribute placeholder feature in the Assets module pulls live values from an asset's overview columns - default columns like Manufacturer and Model, or custom columns you've added at the project level - directly into checklist line item text, by referencing {{ ColumnName }}. Use it so verification questions like "Is the manufacturer Mitsubishi?" fill in automatically instead of being retyped on every line item. Only users with the project role Manager or higher can conSome readers

• Use scripting within a checklist

  Overview: checklist scripting Checklist scripting lets you automatically format entered values or reassign tasks based on PASS or FAIL, which is used when many line items need consistent units or automatic ownership changes on fail. Your role must be Manager or higher. You can find the menu at Checklist module - enable the Scripting column. This changes checklist data values, task or observation ownership, and exports that include scripted columns. Only users with the projFew readers

• Use inline tables in checklists for data collection

  Overview: inline tables in checklists Inline spreadsheets in Template Center let you embed a table inside a checklist to collect numbers, run simple formulas, and mark input cells, which is used when a test needs tabular data without a separate Excel file. Advanced Excel features may not be supported. Your role must be Manager or higher to configure inline tables. You can find the menu at Template Center - open a checklist template - insert Inline Spreadsheet. This changes chPopular

• Add a table to a checklist template

  The Checklist table block in the Templates Center lets you build a fixed-layout grid - labels, fillable text cells, and checkboxes - directly on a checklist template, used for compact sign-off grids, commissioning punch lists, and structured forms that need to print and fill consistently. This guide covers adding the block, building the layout, marking input and checkbox cells, choosing Page-width or Free-width, and filling those cells on a project checklist. Template autFew readers

• Customize optional fields in checklist templates

  Overview: customize optional checklist fields Optional field customization in Template Center lets you rename columns such as Scope, Method, and Acceptance criteria, and change the wording of PASS / FAIL / N/A, which is used when a project needs its own test terminology. Your role must be Manager or higher. You can find the menu at Template Center - open a checklist template - click a column header. This changes field labels on all checklists created from that tempSome readers