Onboarding & Introductions

• Welcome to CxPlanner!

  Overview: welcome to CxPlanner CxPlanner is a digital commissioning platform for project files, schedules, quality assurance, tasks, and test results, with real-time updates and a logged history of changes, which is used by commissioning teams from first login onward. This page is an introduction and support entry point. It does not teach a specific workflow. For first login after an invite, see the Getting started invitation guide. For app install, see [Install and log in to the CxPlannerFew readers

• Install and log in to the CxPlanner app

  Overview: install and log in CxPlanner is available as a free iOS and Android app, and in the browser. Both give you the same projects, checklists, tasks, and documentation, which is used when you work on site from a phone or tablet, or from a desktop browser. For SSO on iPhone, see the iOS SSO login guide. Your role must be any active CxPlanner account. You can find the app in the App Store or Google Play,Few readers

Quick tutorial videos: General

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

  Overview: platform setup and first project Company setup lets a company Admin add branding, create a project (including a Sandbox), and invite users with roles, which is used when you log in for the first time as an administrator or when you add another project. Your role must be company Admin for initial company setup. You can find the menu at profile icon - Account Settings / Company Profile, and Projects - New Project. This changes company branding on exportFew 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: Files module The Files module lets you upload documents, manage revisions, control folder access, run approvals, and review annotations in one project file library, which is used for drawings, manuals, and other project documentation. This guide is a quick tutorial video plus condensed steps covering upload, revisions, folders, access, approvals, ZIP unpack, and review. It does not cover creating a company folder structure template. Your role must be Manager or higher tFew 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: checklist templates in Template Center Template Center lets you build reusable commissioning checklists and test scripts with blocks, line items, requirements, and visibility settings, which is used when you want standard tests shared across your company or linked to projects. This guide is a quick tutorial video plus condensed steps. For Excel or DOCX import into templates, see the dedicated Template Center import articles. Your role must be company Moderator or higher, orFew 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: asset-based project tutorial The Asset module in CxPlanner lets you create an asset-based project, define asset types, add or import assets, attach checklists, approve tests, and track issues, which is used when you need an equipment-led commissioning structure. This guide is a quick tutorial video plus condensed steps. For Excel import details, see the asset import guides. For checklist template authoring, see Template Center tutorials. Your role must be Manager or higherFew readers

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

  Overview: PFC and FPT project setup The asset-based project setup in CxPlanner lets you create a project, define checklist phases such as Pre-functional (PFC) and Functional Performance Test (FPT), add assets, and assign checklist templates automatically, which is used when starting a standard commissioning project with equipment and test scripts. For Excel bulk import after setup, see the asset import guides. For Template Center template authoring, see the Template Center tutorials. YouFew readers

• Create a Data Center project in less than 5 minutes

  Overview: data center project setup The asset-based project wizard in CxPlanner lets you create a project, define commissioning levels, add asset types with quantities, attach checklist templates, and assign responsibilities, which is used when starting a structured data center commissioning project. For spreadsheet bulk import of equipment, see the Excel asset import guides. For Template Center checklist creation, see the Template Center tutorials. Your role must be Manager or **AdmFew 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