Procore integration
Procore Integration to CxPlanner CxPlanner is available within Procore's marketplace as an embedded app. That means you can use CxPlanner seamlessly within your Procore project. Get Started There are two main ways to integrate CxPlanner into one of your projects. If you, as the owner of the Procore project, also have a license for CxPlanner, you can do the project matching yourself. If you hire a third-party commissioning company that has a CxPlanner license, then that company needs toSome readersFAQ: General
"No more projects available" Trying to create a project but getting an error message telling you, that you have used all of your projects? Then you need to can increase the number of projects. That can be done by contacting our support of accessing your companies access-area here: Company Access (https://app.cxplanner.com/company/limits) Can't Login - getting "503" If you attempt to log in and receive a 503 response, it means our sysSome readersFAQ: Platform access, Company roles and Project roles
The different access rights There are two different kind of access in CxPlanner: The Platform (company) access = Company role The access to project = Project role Company roles The company role is your internal role given by your own administrator. These roles are used to manage you company platform and license. It is this role which defines, what you can do on the "platform-level". By that means: Adding new projects Seeing special statistics Managing securitySome readersChat support
Chat-support icon By default, our chat support icon is visible at the bottom right of the screen. You can always write to us if you have questions or need help. If you don't want the chat icon to be visible, you can hide it. When you hide it, it will only be hidden on the device you hid it on. You can always bring it up again. Show/hide chat icon Hide/Show chat-icon Chat options The image belFew readersCamera does not work on Mobile or Tablet
Why does the camera not work If your camera isn't working on your phone or tablet inside CxPlanner, there are usually three possible reasons. Try them out, and if they don't work, write to us in the chat. Your mobile or tablet is not updated. You have accidentally declined the use of the camera. Your device is blocking the use due to security settings. Android blocks camera access 1) Your mobile or tablet is not updated. For security reasons, you should always update yourFew readersLogin with SSO on iOS iPhone
SSO and iPhone If your company has enabled SSO, the default iPhone application for CxPlanner cannot be used due to security restrictions imposed on iOS apps. However, there are alternative ways to access CxPlanner on your iPhone. Using Your Preferred Browser You can access CxPlanner through your preferred browser on your iPhone. Simply open Safari, navigate to the CxPlanner website, and log in. All features will function as intended. Creating a Dedicated App Shortcut Another optiFew readersLogin with SSO (Single-Sign-On)
Overview If your company has enabled Single Sign-On (SSO) login, you will be accessing CxPlanner through your company's designated security provider. In this scenario, you won't have a dedicated CxPlanner password, and the login process will be facilitated through your company's workflow. Logging in via SSO The workflow for logging in with SSO is as follows: Open CxPlanner and click on the login button. Provide your email and click "Next." You will be redirected to your SSO pFew readersHow to reset password / Forgotten password
Have you forgotten your password? You can always reset your password if you have forgotten it. When you access CxPlanner's login page, you will see a text saying "Forgot password?" - click on it and enter your email. You can also use this direct link here. Click here to reset your password. Once you have entered your email and clicked "Reset password", an email will be sent to you with a recovery link: Click on that link, Enter your new passFew readersWhy is the pop up window shaking"
Why Is Your Pop-Up Window Shaking? You might experience your pop-up window shaking when trying to import a template or perform other actions. This is most likely because you are zoomed in too far on your web browser. Try zooming out to at least 100%, and this should resolve the issue. If the problem persists, please contact our support team. How do I zoom out? You can zoom out in a few different ways: Hold the "Ctrl" button and scroll up or down with your mouse. Click on the "threeFew readers