Creating & Managing Projects
Create a new project in CxPlanner
Overview Creating a new project lets you manage checklists, planning, and documentation in a structured environment. You can start from scratch or clone an existing template to reuse structure and settings. When and why to use this Creating a new project is typically your first step when onboarding a new job into CxPlanner. Whether it’s a new building, commissioning process, or facility handover, each prSome readersDelete or Archive a Project
Overview How do I permanently delete or temporarily archive a project in CxPlanner? If you no longer need a project in CxPlanner, you can either delete it permanently or archive it temporarily by changing the project status to Closed. Deleting a project is irreversible, so we recommend closing the project if you think you might need it again later.Few readersChange the project name
Overview Sometimes a project name needs to be updated—for instance, due to naming conventions, corrections, or internal client references. In CxPlanner, changing a project’s name is simple and quick. Guide - How to change to project name In the sidebar, click on Project Settings Navigate to the Project Data module Scroll down to find the Project Name field and click the penFew readersEdit the project settings
Overview Project settings allow you to control key information like the project name and status. This is helpful when you need to reflect changes during the commissioning process or align the project details with internal workflows. When and why to use this Editing project settings is useful when you need to update core information about a project,Some 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
Overview How do I add a user to my project in CxPlanner? Each person working on a project must be assigned a Project Role, which defines their permissions and what they can do. You can either invite a new user or add someone who already exists in your company’s CxPlanner environment. When and why to use this Adding users is needed whenever: A new team member needs access to the project. AnSome readersResend a user invitation email
Overview If an internal or external user hasn’t received their invitation email, you can resend it directly from the user management area. This is useful if the email was blocked, sent to spam, or entered with a typo. When and why to use this Resending an invitation ensures the user can access CxPlanner if the original invite was missed or failed. Use this if a user reports they haven’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
Add a floorplan to your project
Overview Adding a floorplan helps your team visually organize and locate tasks directly within a project. This is especially useful when working on larger construction or commissioning projects where physical locations matter. When and why to use this Not sure when to add a floorplan or why it matters? Here’s when it becomes useful: When you want to connect tasks or systems to their physical loFew readersAdd a project logo
Overview In CxPlanner, you can upload a project-specific logo that will appear on all reports generated for that project. This allows you to include the client's logo alongside your company logo for a more professional and branded output. When and why to use this Adding a project logo ensures consistent branding across all reports related to a specific project. This is especially useFew readersTransfer project ownership to another user
Overview How do I transfer ownership of a project to someone else? If you're no longer responsible for a project, you can easily hand over the ownership to another team member. This gives them full administrative control over the project, including the ability to manage settings and users. When and why to use this Transferring ownership is useful when the current project administrator is stepping awayFew 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 *Some readersSandbox - project
Overview A sandbox project is a safe environment within CxPlanner where you can test features, simulate workflows, or onboard new team members without affecting live data. It's designed to be completely risk-free and ideal for experimenting with settings and processes. When and why to use this Want to try out something without risking your live project? Use the sandbox. A sandbox project is iFew readers