Preventive Maintenance Schedule (Calendar + Gantt)
Plan all preventive maintenance for the year using an easy-to-read calendar and a resource-focused Gantt timeline. Assign roles, set durations, avoid conflicts and export scheduled lines to your CMMS.
3 Quick Benefits
- Plan 12 months of PMs: visualise seasonal peaks and avoid clashes across lines.
- Balance technician workload: Gantt + estimated hours help level-load shifts.
- CMMS-ready scheduling: export scheduled PM tasks with frequency, duration and assigned role for bulk import.
What the templates give you
- Master schedule (Excel + GSheet): master table of tasks, next-run date, frequency, duration and assigned role.
- Calendar view: month-by-month visibility for communications and printing.
- Gantt timeline: resource sequencing and overlap detection with weekly/monthly Zoom.
- CMMS export CSV: rows with asset_id, task_name, next_run_date, frequency, estimated_hours, assigned_role ready for import.
- Notes & dependency fields: shutdown-only flags and task dependencies for planning.
Who does this help
- Maintenance Planners: realistic routes, conflict avoidance and resource justification.
- CMMS Admins: bulk-import schedules to reduce manual entry.
- Reliability Engineers & Operations: plan seasonal work and coordinate shutdowns.
- Shift Leads / Supervisors: visibility into upcoming work and hours required.
Frequently Asked Questions
What is a PM schedule, and why use calendar + Gantt?
A PM schedule lists recurring maintenance tasks with dates, durations and assigned staff. The calendar gives month-level visibility for stakeholders; the Gantt shows sequencing and technician load so you can avoid overlaps and level resources.
How do I create a realistic PM schedule?
List assets with criticality, attach PM task names and set frequency. Estimate realistic durations (use historical WOs if available), assign the correct trade, set first-run dates and let recurrence populate future runs. Resolve conflicts in the calendar and refine after a short pilot.
How do I map scheduled PMs to my CMMS?
Export scheduled rows as CSV with asset_id, task_name, next_run_date, frequency, estimated_hours, and assigned_role. Run a small test import (10–25 rows), verify recurrence and checklist alignment, then bulk import.
How should I set durations and handle shutdown-only tasks?
Base durations on measured task times (mean of past WOs), not guesses. For tasks that must occur during shutdowns, use the dependency or shutdown_only=true flag and schedule them inside planned outage windows to avoid disrupting production.
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