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: A normal project which is what you will use most of the time. A project folder - this is a special module which is usFew readersAdd 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 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 The little cog-icon in the top right corner of the white box gives you access to clone a template. This iSome readers
Users
Add users to a project
When adding a user to a project, they get assigned to a Project role. This role decides what they can do on a project. The different Project roles There are 6 main roles: Admin: Can do anything on the project (change settings, delete project, etc.) Manager: Can add new users to project, create tasks and close tasks. Consultant: Can create new tasks and and close tasks. Designer: Can create new tasks, re-assign tasks, but only close tasks created by the user.PopularUser-groups on a project
A User-group is smart way to set extra access requirements on one or more users. You can combine multiple users from different companies into a User-group, and you can the restrict the access for this specific group. Examples on User-groups Turnkey contractor: Include the Turnkey Contractor and all sub-contractors. Now you can easily give access to the files-module. Ventilation contractor: Now you can easily give access to specific folders to all of them, and you can liPopular
Advanced features
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 to imFew readersProject 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.Few readers