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Download the maintenance plan template.
Survey the facility and document all planned maintenance measures.
Fill in the template with measures, costs and planned years.
Adapt the tables and charts to the decision support you need.
Tip: Also read our checklist of what a complete maintenance plan should include.
Adapt the plan to your facilities
No two facilities are alike. Materials, year of construction, climate and previous maintenance all affect which measures are needed and when they should be carried out.
A reliable maintenance plan therefore requires solid knowledge of building technology and facility maintenance. Otherwise there is a risk that important measures are missed or wrongly prioritized.
Common mistakes? Read our guide to the most common pitfalls in maintenance planning.
When Excel is no longer enough
Excel works – up to a point
Excel is a good tool for simpler maintenance plans, but the more facilities and measures you manage, the harder it becomes to:
keep the information up to date
create clear reports
visualize costs and future needs
collaborate with others
Not sure which suits you best? Read our comparison of Excel and Planima.
Ready to take the next step?
Try Planima for free
If you want to leave manual spreadsheets behind and work in a planning tool built for facility maintenance instead, you can try Planima free for 14 days.
With Planima you get a better overview, easier planning, automated reporting and smoother collaboration – all in one tool.