PM calendar reference

Once you have preventive maintenance schedules running, two views help you plan: the upcoming list for the near term and the planner for the year ahead. For how to create a schedule, see Schedule preventive maintenance.

What “due” and “upcoming” mean

• Due — a schedule has reached its trigger and a work order is about to be raised (or has just been). Belrald Assets sweeps for due schedules every few minutes, so due work turns into a work order on its own.
• Upcoming — a schedule that will come due soon. The upcoming list looks 30 days ahead by default and sorts by which job lands first.

Note

There is no separate “overdue” state. If a schedule can’t run for a while, it doesn’t pile up a backlog of missed jobs — it simply catches up at the next due point and rolls forward to the next real occurrence.

The planner

The planner is a forward projection of your preventive maintenance — the 52-week Pending Maintenance Planner. Use it to see the workload coming and to spread jobs sensibly across the year.

• Horizon — 52 weeks (a full year) by default. You can shorten or extend it.
• Time-based schedules are projected forward from their frequency.
• Meter-based schedules are projected from how fast the meter is climbing. If a meter has no usage trend yet, its schedule still appears but is marked as not yet projectable, so you know the date is an estimate.

Group the view

You can group the planner to answer different questions:

Group by	Answers
Asset	Which equipment has the most planned work?
Location	Which sites will be busiest?
Assignee	Is any one person overloaded?
Category	What kind of work dominates the year?

Schedule states

A PM schedule is always in one of these states:

• Active — running and generating work orders.
• Paused — temporarily stopped; no work orders are raised until you resume.
• Archived — retired. Archiving is limited to owners and administrators.