FAQ

• FAQ: 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 systemSome readers

• FAQ: Platform access, Company roles and Project roles

  When you have to edit anything regarding platform access, company roles, project roles etc, you have to access the users tab. To access the users tab you start by clicking your avatar in the top right corner and then you scroll down to "users" In here you have a lot of different options - you can do the following: Add new users Edit users access Edit roles Re-send activation e-mails Give access to projects Remove users Edit user information Change e-mail notificationsSome readers

• Trial, Evaluation & Use Cases (General)

  Can we get a trial or test access to evaluate the platform? Yes - A trial with full access to support and resources is available. It typically runs for a maximum of 3 weeks and requires: Use of real project data Defined objectives (e.g., mobile testing, speed) Participation in onboarding (video or live session) If you're interested in a free trail, please contact our support!Few readers

• Notifications, Limits & Other Capabilities

  Will users be notified when assigned tasks or action items? Yes. Assigning or tagging users triggers automatic email notifications. Daily or weekly summaries are also available. Are there limits on project size or number of equipment items? There are base limits on the number of projects and storage. For projects with over 10,000 equipment items, please check with the team to confirm performance. Can the platform perform calculations? Yes. Basic calculations (e.g., =A2*B2) are supFew readers

• Features for Testing & Documentation

  Can you input values like temperature or pressure during testing? Yes. Data points can be recorded using PASS/FAIL fields or traditional data sheets. Can graphics, photos, or tables be added to test forms? Yes. Test form line items can include visuals like photos or tables. Can CxPlanner generate or store documentation like Systems Manuals or trend log analysis? Yes. The built-in report builder lets you create and save templates for Systems Manuals, progress reports, and other docFew readers

• 3D Model Integration

  Can 3D models (e.g., from Navisworks) be linked to tasks? Yes. The platform integrates with Autodesk’s 3D viewer, allowing basic annotations and linking tasks to specific areas of the model. Is the 3D viewer included in the standard license? No. Due to Autodesk’s conversion costs, using the 3D viewer requires an additional license fee.Few readers

• 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 readers

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