Frequently Asked Questions

CxPlan is a shared, real-time planning tool for MEP commissioning teams. Subcontractors submit their planned ATPs and the commissioning manager reviews, approves and tracks them in one place.

Commissioning Managers running the T&C programme on a project, and the MEP subcontractors delivering it (mechanical, electrical, public health, fire & life safety, controls).

Yes. Your role is set per project, not per account. The same login can act as a Sub on Project A and as the CM on Project B.

You can use one project free for 28 days. No card needed to start. After 28 days you can pick any paid plan to keep going.

Yes. You can cancel any time before your renewal date. You keep access until the end of the period you have already paid for.

Yes — within 14 days of payment, provided a valid reason is given. See our Refund Policy for details.

CxPlan is a commissioning planner that helps sub-contractors and commissioning managers track equipment, activities and ATP stages across projects.

Real-time in-app notifications by default, plus email — per event, daily digest, or off. Each user picks in /settings.

No. Each project assigns you a role separately — you can be the commissioning manager on one job and a subcontractor on another with the same account.

Yes — 28 days free, full features, no card required.

Yes. Cancel from the Billing page and you keep access until the end of the paid period.

PDF Gantt charts (we extract the description and dates only) and Excel files with columns for Equipment & Activity, T&C Stage, Start Date, Finish Date, Area and System.

Up to 20MB. For very large programmes we recommend splitting by package or floor.

All data is stored in encrypted UK/EU cloud infrastructure with row-level access controls. Files are private to each project. See our Privacy Policy for full detail.

You do. We act as a data processor only. You can export or request deletion at any time.

Yes. The Excel import accepts columns for Equipment and Activity, ATP Stage, Start Date, Finish Date, Area and System. All columns are optional and missing items can be added manually.

Yes — call them ATPs, Stages, Levels or anything else, up to 10 per project.

Open the activity, pick the outcome (Successful, Successful with observations, Unsuccessful) and tick which invited attendees actually witnessed the test.

Yes — up to 20MB per file. Stored privately and only visible to project members.