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 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 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 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 markedFew readers
Advanced features
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 readersImport 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 readersStandard 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