Features
A highlight of features in Cx Planner
Projects
Unlimited projects
Add and manage an unlimited number of project in the platform. Archive a project, when it's done.
Personalize
Adjust and personalize all the meta-data attached to a project. This includes the name, construction year, etc.
Project status
Mark the project as Open, Closed, Archived or as a template. Sort, search and find you project in no time.
User administration
Manage exactly which users who has access to project and specify a their role per project.
Floorplans
Add your projects floorplans to the project and use them within the tasks, to show exactly where a task is located.
Cx-module
Enable or disable the commissioning module and specify exactly which commissioning tools you need per project.
Anonymous comments
Activate anonymous comments which will enable special links to tasks, where an external part can write comments without being logged in.
Project email
Activate a project-email - send emails to the email address, and a task will be created. Or you can comment on existing tasks.
Import task
Import your spreadsheet/Excel with tasks and they will automatically be added to the project.
Update task from Excel
You can work in the platform and in an Excel in parallel. Just import your Excel-file and the tasks will be updated.
Export project to ZIP
You can export the entire project to a ZIP-file containing all the data - all files and database values.
Delete project
If it's necessary you can delete the entire project with all related information from the platform.
Tasks
Add unlimited tasks
You can add, edit and manage an unlimited number of tasks within a project.
Charts
There are multiple charts available where you can get a quick overview of the tasks.
Custom view
You can view the tasks in many different views - table/spreadsheet, kanban, calendar, gantt, logging, etc.
Edit tasks
All tasks can be edited at any time. Change the status, category, phase, set a color and much more.
Strict logging
All changes to a task is saved in database. You can see exactly who did what and when they did it.
Chat field
All tasks has a chat/dialog field, where all project users can write and respond.
Attach files
You can upload and manage an unlimited number of files per task. When uploading a file to a task, then they will bound together.
Take pictures
Within a task you can take a picture with your mobile device. The picture will be uploaded and a thumbnail will be created.
Draw on pictures
When uploading a picture to a task it is possible to draw on it to highlight certain areas. Use squares, arrows, circles, etc.
Assign tasks
You can assign a task to a project users. The assigned user will be notified and be responsible for the task.
Start and End date
Specify a start and a end date for a task to give it a deadline. The task will now be shown in the gantt chart.
GPS marking
You can use a interactive map to mark exactly where a task is located using GPS.
Floorplan
If a floorplan is uploaded to the project, you can mark exactly where the task is located on the drawing.
Send by mail
When opening a task you can send it by mail with a custom message to all project users.
Quick link copy
Use the quick link to copy a direct link to the task, which can be send by mail or chat to other users.
Sort and filter
Use the advance sorting and filtering function to show only the tasks you need.
Export to Excel
You can export the tasks to an XLSX-file including links to the platform and all attached files.
Export to PDF
You can export the tasks to a PDF-report where pictures and floorplans are shown.
File management
File view
Manage all your files online in an intuitive file-manager specialized to work with as few clicks as possible.
Upload multiple files
Select or drag multiple files at the same time to concurrent upload of the files to save time.
Unpack ZIP-file
If you are uploading a ZIP-file, you can choose to unpack the ZIP file automatically and create a folder structure based on the content.
Folder structure
Add and edit folders or create sub-folders and move them around to personalize it for your project.
Strict logging
Each time a project user is accessing a file this is saved the database log, so you can track who has viewed your files.
Access restrictions
You can per user define if the have access to upload files to a specific folder, to see the files in a folder or has no access.
Access logging
Each time a users access rights is changed, it is saved in the database log who changed the access and what access the user now has.
Search
Use the advance search function to search across all folders and sub-folders to find just the file you need.
File icons
In the file-manager special file icons are used to instantly show what kind of file it is, PDF, XLSX, IFC, etc.
Versions
You can upload new revisions and versions of a file, and you can at anytime download the old versions.
File history
Everything related to a file is logged, so open to the file-log to view the history.
Download files
You can download files individually or select multiple files and download them in a ZIP-file.
Test paradigms
Quality control
The structure of the test paradigms is based on the commissioning process to ensure a valid and controlled test process
Adjustable
Make your test paradigm which is adjusted to your installation. Define your test criteria and test elements.
Drag and drop
When creating your test paradigm you can drag and drop the test elements around to a quick development process.
Import test
You can import your own test paradigms or use the predefined test paradigms for inspiration. Just click import and choose the test paradigm.
Templates
Create your own test templates. You can keep them private or share them with colleagues in your company or request to share them with the public.
Meta data
Add all needed information about the test before or during the test. Add the participants, GPS coordinates, location, category, etc.
Attach files
You can upload files used in the test paradigm such as functional descriptions or diagram and access them during the test.
Approved, Failed, N/R
Each test item shall be handled. Either mark the item as approved, failed or not relevant.
Export to Excel
You can export the test paradigm/report to an XLSX-file which includes all the items and pictures.
Export to PDF
You can export the test paradigm/report to a PDF-report with all the items and pictures.
New observations
If you are spotting a deviation during a test it is always possible to add it as a task. Either write some text or take a picture.
Test details
You can add detailed test description containing the purpose, the used tools and possible risks during the test.
Review of document
Interactive Review
You can choose any of the PDF documents in the project start a review process. All review comments can be assigned to a project user.
Draw on documents
You draw on the documents to mark exactly where a review comment is located. Use arrows, circles and squares to mark the place.
Comment and mark
Each review comment is connected to the marking on the PDF. You can either navigate in the comments or the marking for seamless overview.
Quick thumbnails
A thumbnail for each page is available in the sidebar, so you can quickly navigate through the document.
Search for text
All the text in the documents are searchable and can be found. Just hit 'Ctrl+f' and start typing your search parameters.
Color indication
When a comment has been resolved the marking in the PDF will change to green to give a visual overview.
Test overview
Dynamic test overview
The test overview is built around an online and dynamic spreadsheet which can quickly be updated during meetings.
Keep track of everything
Use the test overview to keep track of everything - from the specific installations to site visits.
Adjustable
You can change the name of columns and if you don't need a column, then just hide it from the view.
Multi edit
The test overview allows you to mark multiple cells and change them at the same time. Use the predefined colors or text or insert your own text.
Sort and filter
The normal features from Excel is available - just double click to sort a column or you can choose to filter specific values.
Search
Use the builtin search function to quickly find the specific installation you looking for.
Organizational chart
View all project users
The organizational chart shows all the assigned project users with picture, name and email.
Reorder
If a users position changes during a project, you can just drag and drop the person around in the dynamic view.
Restructure
You can at anytime restructure the organizational chart to fit the current assignments in the project.
Profile page
Update you profile
At your profile page you can update your name, password, language etc. to suite your needs.
Dashboard settings
Adjust your personal dashboard by enabling and disabling info and charts on your main dashboard or on the project specific dashboards.
Email notifications
Enable or disable the email notifications. You can enable a weekly email which includes all the tasks, where you are assigned.
Picture
You can upload a profile picture and in the browser crop and cut it. Everyone on the platform will see this picture, when you answer on a task.
2FA
The enhance security it is possible to enable 2 factor authentication. This feature will connect a 2FA app on your mobile to your profile.
Log all out
A failsafe feature is available, where you can log out on all of your devices with 1 single click.
Notebooks and notes
Personal notes
You can collect all of your personal notes in your personal notebooks. Create an unlimited number of notebooks.
Project notes
Each project has an assigned notebook, where you can create and save project notes, e.g. minute of meetings.
Onenote view
You can view all the notebooks you have access to, personal and project where you have access, in a structures onenote overview.
To-do lists
Done
The to-do lists gives you a simple and efficient tool to structure your tasks. Quickly add a new to-do item to your to-do lists.
Multiple to-do lists
You can an unlimited number of to-do lists which fit your need. Create one for personal items, for daily control, etc.
Drag and drop
The to-do lists are dynamic. This means you can drag and drop the items around and with 1 click and new items to the lists.