Creating & Managing Projects
Add a new project
If you have access to it, you can add new projects to your company-platform. Navgiate to Projects in the sidebar. Add a new project Add project The example below can differ from your project, as you can customize the project to your needs and with your own plugins. Add new project Clone a template ThSome readersHow to delete a project?
Delete/Temporarily Archive a Project If you find yourself needing to delete a project, you’ll be glad to know that it’s a very simple process. If you’re unsure whether you might need the project again in the future, we recommend simply changing the project status from "open" to "closed." When you change the project status to "closed," it will be temporarily archived and can only be reopenedFew readersHow do I change the project name?
Change the Name of Your Project You might find yourself in a position where you need to change the name of your project - fortunately, it's super simple! To change the name, open "Project Settings" on the left side of the sidebar and then open the "Project Data" module. Scroll down and find "Project Name" and click on the small pencil icon to the right. (https://storage.crisp.chat/Few readersEdit project settings and status
Users on a project with the project role Manager and Admin can edit the settings in a project. Some settings might be restricted to the Admin, e.g. the project name. Main settings Access the project settings The different options Click on the little 'pen' to edit Edit project settings Change the project status You can change the status of project. As default a project will be markedSome readersAdd custom project tags for better search and organization
Overview How do I organize and search my projects using tags? With Project Tags in CxPlanner, you can organize projects using your own identifiers—such as PO numbers, client names, or location codes. These tags are visible on the project list and make it easy to search and filter. When and why to use this Use project tags to sFew readers
Users & Access Levels
Add users to a project
The Different Project Roles When you add a user to a project, they are assigned a Project Role. This role determines what they can do within the project—their permissions. There are six main roles: Admin: Can do everything in the project (change settings, delete the project, etc.). Manager: Can add new users to the project, create tasks, and close tasks. Consultant: Can create new tasks and close tasks. Designer: Can create new tasks, reassign tasks, but only close tasks created bySome readersHow to re-send an invitation to an internal/external user
How to Resend an Invitation to an Internal/External User Sometimes a user might not receive their original invitation email - this can happen due to spam filters, typos in the email address, or simply overlooking the message. In such cases, you can easily re-send the invitation to ensure the user gets access to the platform. Step-by-step Guide: Click on your profile icon in the top-right corner. Select "Users" from the dropdown menu. Locate the user you want to re-invite in tFew readersManage user-group permissions on a project
Overview How do I manage access settings for different groups of users in a project? User-groups allow you to control access and visibility for multiple users—across different companies—within a single project. Instead of managing user access individually, you can assign users to a group and apply shared permissions. When and why to use this Use User-groups to simplify access control for conPopularDescription of project roles for users
Project roles On a project, a user's rights and access are selected via Project roles and User groups - a key part of managing what each user can see and do within a specific project. Please note: Project roles are not the same as company roles. Project roles define your permissions within a specific project, such as creating tasks, replying to issues, or accessing project settings. Company roles, on the other hand, define what you can do *across the entire sysSome readers
Project Actions
How to add a floorplan to a project
Add a floorplan to a project Adding floorplans to your project can be very helpful in locating where each individual task is being performed. Add the floorplan Open your project, access the 'Files' section in the sidebar on the left, and click on the 'Floorplans' file. Next, click on the 'Upload Files' button and add the desired floor plans to your project.Few readersHow to create a project-logo
Adding a Project Logo Your company's logo will always be active, but you can also create a project logo so both your company's logo and the client's logo appear on your reports. To add a project logo, navigate to "Project Settings" at the bottom left. Next, go to the "Project Data" tab. When you're in the "Project Data" tab, scroll down to the bottom where you'll find the upFew readersHow to transfer ownership of a project
Transfer Project Ownership You may find yourself no longer needing to be the "responsible" person for a project and therefore need to pass your rights on to someone else. Fortunately, this is a very simple process that can be completed with just a few clicks. To transfer project ownership to another person, navigate to the bottom of the sidebar on the left and find "Project Settings" and open "Advanced". Then, scroll all the way down to "Transfer Ownership of Project". Once you have locatFew readers
Advance Project Areas
Project Folder (Master project)
Project Folder A Project Folder allows you to group related projects under one container to gain a consolidated overview of schedules and tasks across them. When and why to use this Use a Project Folder to consolidate data from multiple related projects and manage them collectively. Use when handling multiple related projects that require a shared overview. Provides a combined *PopularSandbox - project
A sandbox project is an isolated and risk-free test environment that allows users to experiment with features, processes, and data without impacting active projects or live systems. It serves as a secure platform where you can test new ideas, work with data, and familiarize yourself with the system in a realistic yet controlled context. The advantage of a sandbox project is that it provides peace of mind and freedom to experiment without the risk of errors or unintended consequences in exisFew readers