Core features

Every core feature in CxPlanner

Name: Core features | CxPlanner
Brand: CxPlanner

Checklists, punch lists, schedules, drawings and dashboards in one platform, so your team stops jumping between spreadsheets, Word docs and email. Pick a feature to see how it works on a real project.

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Commissioning team on site checking progress in CxPlanner

Testing & quality

System and Test view

Every system and asset on the project in one view, with test status updating in real time.

Asset management

One record per piece of equipment, with attributes, photos, QR codes and linked checklists.

Checklists for Cx and QA/QC

Structured Cx and QA/QC checklists that keep every test consistent and audit-ready.

CxAI Checklist generator

Pick the asset type and the test, and CxAI drafts the checklist in seconds. You review it, you own it.

Checklist workload

Set expected hours per checklist type and track planned vs actual effort live.

QR Code Generator

Scan an asset to open its checklists and documents, or let anyone on site report an issue without an account.

Punch list and issue management

Log punch items from site in seconds, assign an owner and track them to verified closeout.

Issue markup on drawings

Pin issues exactly where they are on the drawing, tied to the right revision.

Review and markup files

Review and annotate drawings and PDFs in the platform, with every comment tied to the right version.

3D model viewer

Open the 3D model in the platform and connect it to issues, checklists and documents.

Planning and scheduling

Plan every phase, set milestones and see progress against the schedule in real time.

Skyline charts

See schedule load, sequencing and readiness progress across the whole project at a glance.

Meeting Module

Run commissioning meetings that log every decision, with CxAI drafting the status for you.

Dashboards and analytics

Track progress, open issues and deadlines across projects, and spot bottlenecks early.

Your Template Center

Build checklists and workflows once, then roll them out to every project.

CxAI feature library

Every CxAI feature that removes admin from commissioning, from spec search to photo recognition.

Ask CxAI - The assistant

Ask questions about your project data, documents and workflows, and get answers in seconds.

Speech-to-text

Say what you found on site and CxAI turns it into a clean task, update or comment.

Data center core features

The same platform set up for the Level model, from L1 checks to L5 integrated systems testing.

Closeout Overview

Track every closeout deliverable until the facility is fully turned over.

Turnover Package

Compile O&M documentation, test records, and training sign-offs into one handover package.

See every feature working on a project like yours