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 updates ofFew readersRecently invited users "Did you just get an invitation?"
Welcome to CxPlanner – we’re excited to have you on our platform! This guide will help you log in and get started for the first time. If you have any questions, you're always welcome to reach out to our support team via the chat icon in the bottom right corner of our website. How to Log In and change your password This section shows you how to log in with your new user account and customize your profile. When logging in for the first time, you will have receiveFew readersGetting started on mobile
Introduction CxPlanner works on all devices: mobile, tablet, and laptops. And it also works on models - so both iOS and Android. App vs Browser CxPlanner uses a modern approach and allows all the same features in your browser, as if you downloaded our app from either the App Store or Google Play. However, using the app gives a bit bigger interface since the URL in the top is hidden. Download the app The app is called CxPlanner and is available on both the App Store and GoogleFew readersIntro guide for contractors
CxPlanner guide - Intro for contractor Welcome to CxPlanner - We are happy to have you on board on our platform! This guide will help you with logging in and getting started using the System & Test View. If you have any questions then don’t hesitate to contact our support team - you can always reach our support team using the chat-icon in the bottom right corner. How to login This section shows you how to log in with your new user and customize your profile. You should have receivedFew readers
Video guides
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 readersVideo guide: Setting up the "System and 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.Few readersVideo guide: Documentation Management in the Files module
The Files module in CxPlanner allows you share and work with files in many ways. This video guide is a detailed insight into some of the main functionalities including: Uploading files Uploading new versions/revisions Editing the folder structure Providing access to users / user groups Notifications on new file uploads, versions, and deleted documents Approval of files Review and Markup of filesFew readersFind 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 readersVideo 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