Onboarding & Introductions

• Welcome to CxPlanner!

  We’re excited to have you on board, and we look forward to helping you optimize your commissioning processes. Whether you’re a new user or an experienced commissioning manager, our platform is designed to make your work more efficient and manageable. Who are we? CxPlanner is a platform for digital management and commissioning, where you have all the tools you need right at your fingertips - project web, schedules, quality assurance, and much more. Our system ensures real-time updatesFew readers

• Install and log in to the CxPlanner app

  Overview How do I install and log in to the CxPlanner app? CxPlanner works seamlessly on mobile, tablet, and desktop devices. You can either use the dedicated app on iOS or Android, or access CxPlanner directly in your browser. Both give you the full feature set. When and why to use this Use the app if you want quick access with a clean, full-screen experience (no browser bar). Use the browserFew readers

• Get Started as a Contractor in CxPlanner

  Overview How do I get started as a contractor in CxPlanner? This guide explains how contractors can log in, navigate the platform, and complete assigned tasks using the System & Test View. When and why to use this Contractors use the System & Test View to review, update, and complete checklist items assigned to them within a project. This ensures accurate progress tracking and compliancSome readers

Quick tutorial videos: General

• Tutorial: Quick set up of platform + Create a new project (intro to Admin Users)

  Overview How do I set up CxPlanner company license and create my first project? This guide explains how to set up the CxPlanner platform and create your first project, including adding your company branding, configuring project details, and inviting users. Video guide How to - step by stepFew readers

• Video guide: Creating a new project

  In this onboarding video you will learn how to create a new project and set it up with user access and do the initial work.Some readers

• Tutorial: Files module - access, revisions, upload, annotations

  Overview How do I upload, manage, and review files in CxPlanner? The Files module in CxPlanner is where you upload, organize, version-control, and review project-related documents. It supports folder structures, user access permissions, versioning, approvals, annotations, and more – all designed to centralize project documentation in one location. TOC Uploading fFew readers

• Find and perform checklists - desktop & mobile view

  Here, you'll find everything you need to get started with checklists. To make it easy for you, we've included two helpful videos: one tailored for mobile users and another designed for desktop users. Whether you're on the go or at your desk, these guides will walk you through the steps to find and work with checklists effortlessly.Few readers

Quick tutorial videos: Template Center

• Tutorial: Creating checklist templates (quick)

  Overview How do I create and manage templates in CxPlanner? Templates in CxPlanner allow you to standardize commissioning checklists, test protocols, and project workflows. They can be shared across your company, linked to projects, or kept private for personal use. Video guide: Creating checklist templates How to - step by step 1. Access the TempFew readers

• Video guide: Creating a checklist in the template center

  In this onboarding video we're going to add a new checklist in our template center. We'll inspect the manual way but also how to import from spreadsheets.Few readers

Quick tutorial videos: Asset Module

• Tutorial: Creating and managing an Asset-based project

  Overview How do I create and manage an asset project in CxPlanner? Asset projects in CxPlanner allow you to structure, track, and manage all assets across a commissioning or construction project. This includes setting up the project, importing assets, defining asset types, creating checklists, and tracking issues. Video guide: Creating and managing an Asset-based project frame TFew readers

• Set up a standard commissioning project (PFC + FPT)

  Overview How do I quickly create a commissioning project with assets and checklists in CxPlanner? This guide explains how to create an asset-based project, define checklist phases, and automatically assign checklists to assets. When and why to use this Use this setup when starting a new commissioning project. Typical use cases: Creating assets such as AHUs or exhaust fans Setting up pre-fuFew readers

• Create a Data Center project in less than 5 minutes

  Overview How do I create a project with assets, levels, and checklists in CxPlanner? This guide explains how to create a new project, define levels, add assets, and configure checklists and responsibilities. When and why to use this Use this feature when you need to set up a structured commissioning project in CxPlanner. When starting a new project When defining commissioning levels WhFew readers

Quick tutorial videos: System & Test View

• Tutorial: Setting up the "System & test view"

  Learn how to set up the System and test view - add equipment manually or import it - and use the bulk editing features for fast workflows.Some readers