General

• Project introduction

  When you are working within CxPlanner, it will in most cases be on a project. Our projects is built around a dynamic structure, which means that you can customize the project to your needs. You can create a specific Quality project, Commissioning project or a Project management project. Project types There are three different types of projects:Some readers

• 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 readers

• Edit 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 readers

• 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 readers

• Sandbox - 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

• How 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 readers

• Add a company logo

  How to add a company logo in CxPlanner A company logo makes your reports look more professional and recognizable to clients and partners. When you upload a logo to your company profile, it will automatically appear in all your reports and documents, strengthening your company’s visual identity. Guide to Uploading a Company Logo: Click on your profile icon in the top right corner. SeFew readers

• How 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 readers

Users

• 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 readers

Advanced features

• How 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 uplFew readers

• How 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 locateFew readers

• How do I add a sub-project to a project folder?

  Add Sub-Projects to a Project Folder A project folder contains regular projects and can be a great way to keep an overview and break down tasks if your project is on the larger scale. To add a sub-project, we first need to create a project folder. To create a project folder, find "projects" on the left side of the sidebar and then click on the "add a project folder" button. Here, you will see a briFew readers

• Admin - take ownership over of a project

  How to take ownership og a project as a company administrator As a company administrator, you have the ability to take ownership of any project created by your employees. This feature ensures that you have full control over the project and can manage it effectively. Guide to Taking Ownership of a Project: Click on your profile icon in the top right corner. Select "Company Profile" from the menu. Go to the "Project OverviFew readers

• Project Folder (Master project)

  Project folder A Project Folder contains common projects. It gives you the ability to collect data across your projects. In a Project Folder, you get some unique tools that enable you to quickly get an overview. This includes: A Gantt chart that consolidates and summarizes all the different project schedules. Here, you can see if there are any overlaps and how the times fit together. A consolidated task list that gives you the ultimate overview of tasks across the projects.Some readers

• Import tasks from XLSX

  Import options It is possible to import tasks directly from an Excel spreadsheet file. When importing you have two options: Import and add new tasks Import and update existing tasks with changes in the file Import area Navigate to the project settings and select the advanced tab: Import area Import and add new tasks Follow the 4-step guide toSome readers

• Standard project for your company

  You can standardize the projects created on your company profile. If you save a project as a template, it can be used as a global project standard each time a user adds a new project. This feature is particularly useful if you want to maintain a consistent folder structure across all added projects.Few readers