Your dashboard

The dashboard contains your main overview. The current status of projects are summarized in the donut chart, and so are all the tasks. You can only see information on the projects, where you have access or are the owner.

At the bottom of the page, there are two bar charts showing the tasks divided out on each project. The second chart is only showing the tasks, where you are assigned to.

You can configure the dashboard how you like - do you need more charts? Or fewer info boxes? You can enable and disable the items on the dashboard at your profile page (My profile)

Add a new user to your platform

You can quickly add users from your company or another company. The maximum amount of users are defined by your license form.

You need to add users to your platform, before you can give them access to your projects.

You can at anytime edit or delete a user on your platform.

The different user roles in the platform

There two types os user roles - platform roles and project roles. For more info on the project roles go here.

There are 5 different user roles. These roles defines if a user can create projects e.g. The roles does not have any influence when working on a project.

You own logo

Go to the main settings in the sidebar to the left and upload the logo.

When selecting a photo, it will be previewed in the top left corner. To save it click "Upload".

Edit your profile

All users can access their own profile page. It is possible to change your profile image, name, email, enable 2FA, activate weekly status mails, etc.

You can change the view of main dashboard and the project dashboard, by un-ticking the elements, you do not want to see.

Personalize your dashboards

All users can personalize their dashboards. This includes enabled or disabling the overview charts, info-boxes, etc.

YYou can also change the positions of the items on the dashboard - move them around. These settings are saved to your profile, and will be used when you sign in.

Adding a new project

All users with the platform status as "Admin" or "Moderator" can add new projects.

You will find the "New project" in the sidebar to the left, in the menu under "Projects".

Add users to your project

You need to add a user to your project, before the can see and access it.

The user roles on a project

There 2 types of user roles - platform roles and project roles. The section below describes project roles. To see the platform roles go here.

You need to add a user to your project, before the can see and access it.

Edit the task settings

You can edit the settings for tasks in the project settings.

Change the names of the status and the order of them by dragging them around. You can also add new phases, categories and swimlanes.

View your 3D-models in the browser

CxPlanner's file module has an enhanced and optimized 3D-viewer for online in-browser viewing.

Just upload the IFC file, we'll optimize the file for your desktop and mobile, and the click on it to navigate in the 3D-model.

The video below shows how to use your mobile device to navigate in the 3D-model.

Import tasks from an Excel-file

You always have the possibility to export tasks to an Excel-file - but you can also import them again.

When you have made your changes to the Excel-file, then just re-import it again.

You can import them as new tasks, or just update the existing tasks. To with a more detailed video, follow this link.

ZIP it!

We are making daily encrypted backups spread across multiple locations - but you can still make local backup.

ZIP the entire project - database entries and all the uploaded files and photos.

Did Cx save the owner any money? YES!

You can add cost benefit data to your projects. The data shows the saved money, hours, etc, which you have saved by using Commissioning.

YYou can visualize the data in the cost-benefit overview and in the projects reports.

CxPlanner generates free data-sets and charts for the Commissioning community - you can help by sharing your cost benefit data anonymously.

Add a new task

You can 1 task or you can add multiple tasks. You only need to provide a name - no more is required.

Add a new photo-task on your mobile

Just click on the photo button - voila!

Edit an existing task

This view can vary depending on your access to the project.

Edit many tasks at the same time

This view can vary depending on your access to the project.

How to take/upload a picture and draw on it

You can on mobile and PC upload a picture to a task and draw on it. Just hit the picture button and start drawing!

Find the task

There are several search options - you can use the standard search-items or search with free text. To exclude a result, just insert ! before: status:!Closed.

Email a task with all the attachements

Hit the send button and the task is sent by email the one of the project users.

Work with PDF's

Just upload the floorplans in the project settings, and the mark you tasks on them.

GPS coordinates

Don't have a drawing? Or lost track of your location? Then use the GPS feature.

The GPS location including a mark on the map will be exported to all test reports.

Excel - our good friend

You can always export the tasks to Excel. Many people still prefer to work in spreadsheets, so you can of course use that feature too.

The GPS location including a mark on the map will be exported to all test reports.

Kanban - a LEAN method

Kanban is a LEAN tool to visualize your work with tasks - move the tasks around the different status or swimlanes.

You can add and edit the different status and swimlanes in the project settings.

Gantt chartt

You can view all the tasks view dates in a Gantt chart. You can drag and move the tasks around to change the dates.

Calendar view

View all tasks in a classic calendar view. Drag tasks into the calendar to assign the to dates and drag the tasks across dates.

The Commissioning Process

Commissioning is a quality orientated process with various tools to verify, that a product (normally a construction) fulfils the owner's requirements.
Commissioning is used within the ship, medical and flight industry, and many of the principles are also used within software development.

Thomas T. Jarløv is the main developer and is also the founder of the danish wikipedia for Commissioning, CxWiki.dk. This page contains descriptions and step-by-step instructions to perform the Commissioning activities described in ASHRAE G-0, ASHRAE Std 202 and DS30390.

Commissioning features

All Commissioning processes are different, but the main tools stay the same. CxPlanner provides these tools, but with a flexibility, which allow the end user to adapt the tools to a the specific process.

Commissioning tools

There is no strict way on how you can use the Commissioning tools, but the "normal" flow with the tools are shown below.

As shown below there is a "Review" box. CxPlanner is build around the "Log", you should therefore insert your review comments into the log.

Software based Commissioning

It is common practice to use Excel-spreadsheets to handle the Commissioning process - primarily the Commissioning log. Excel-spreadsheets work, but they have multiple limitations.

Software based Commissioning optimize the whole Commissioning process from the pre-design phase and into the operation phase. Having all the tools (OPR, log, BOD, review, site-visit, etc.) in an online database, opens up for a smoother and collaborative process, with a clear and valid historic.

The users

CxPlanner is built as a fully functional platform solution, which can be used by the Cx leader, owner, O&M personal, consultant and contractor. It is also possible for only the Cx team to use CxPlanner with no external users. If external users needs data, then it is always possible to export the tasks to a Excel-spreadsheet with 2 mouse clicks.

If you have any questions regarding how to use the tools, feel free to contact me.

Organizational chart

You can visualize the project users in the organizational chart. Move the users around and add new ones.

Test and test paradigms

Test is an essential part, and test paradigms is therefore and integrated part.

Either make a test paradigm on the fly or use one of your own templates or one of the public available.

Test paradigm on your mobile

Often we only have our mobile phones with us, therefore the test paradigms works with mobile phones fluently.

Test template

Add a test template which you can use across all your projects. Predefine a test template for ventilation plants, so all people in your organisation test ventilations plants the same way.

Review of documents

The Cx Teams Design review is an important part. You can upload documents to project files and then perform a review.

The test overview

The test overview is new document in the Cx-toolkit. It gives you instant overview of all test and plants on the project.

CxPlanner uses an online and dynamic test overview, where you can easy add and edit data.

The Machinery Directive

To be compliant with various regulations, e.g. Machinery Directive 2006/42/EC, a startup check is required. This modules structures the feedback and observations from the startup check including pre-defined checklists.

Describe the observation, insert the system name into the tag-field and choose the safety category.

Activate or disable Cx-tools

You don't need the Cx-tools? Then just disable them. You need more Cx-tools? The just enable them.

Folder structure

Adjust the folder structure to your need. Double click to edit the folder name or drag the folders around.

User restrictions

You can define - per folder - what a user is allowed to: See, Write or None.

Just double click or right click to change the values. You can also select many cells and bulk edit.

Upload and unpack

Do you have a large ZIP-file with many folders? Upload it and we'll extract the content and create the folders for you.

Upload files

Upload a single or multiple files - just drag the files into area or click on it.

Note it!

Use notes on a project, create personal notebooks and view them all in a one-note view.

Todo it!

Create todo-list and add items. Drag the items around and mark them as finish.

Status report

Status reports consists of 2 main elements: Reporting and Stickers. Both are tools used to track the project's progress.

Using the navigation in the sidebar gives you access to main view. By clicking on the project names within this view, you can access the project specific details.

Reports

The reports are used to give the current status of the project's progress. Each report is defined within 3 status: Good, Problem and Critical.

The reports can used to inform boards or program directors of the progress of multiple projects.

Stickers

Stickers has a background within the LEAN concept. Each sticker are assigned a category, e.g. "Learning". The stickers needs to be closed manually and a solution needs to be provided.

Sorting

You can show the reports for last 7 days, 14 days, 1 month, etc. It is not possible to sort the stickers, which always will be visible if they are open.

Export

You can export the reports and stickers to Excel files (XLSX).

Limits

You can always with your company's limit.

This can vary depending on your agreement with CxPlanner.

We can always increase your limits - just contact us

Contact us!

You are always welcome to contact us. Just click on the support button and write us a message :)

Well hello - you are already here

This is the help section. You are always welcome to contact us for more information.