Preventive Maintenance Plan Template

Fill out the following information — it's important for the template to work properly.

Plan Name Example Plan

Company Your company
Responsible person Your name
Start date 1/1/2030
How do you use this template?
In this Excel file, you will find multiple sheets with examples and automations
that will help you manage your Preventive Maintenance Plan.

In sheet 1. People and Locations, you can list all the people involved
in the maintenance works and all locations included in your plan.

In sheet 2. Assets, you can list and characterise all your equipment.

In sheet 3. Tasks -- PMP you can list all the tasks to be performed, associate
them with the previously defined Assets, choose their frequency and see your calendar.

In sheet 4. Costs, you can register all costs arising from the maintenance works.

In sheet 5. Report, you can see a preview of the detailed report, which you may print.
calendar.

s.

y print.
 Locations
Add all locations and people involved in your maintenance plan. They will be useful in

Location Name (*) Building (optional) Name (*) Amount/week (£)

Location 1 Person 1
Location 2 Person 2
Location 3 Person 3
Location 4 Person 4
Location 5 Person 5
Location 6 Person 6
Location 7 Person 7
Location 8 Person 8
Location 9 Person 9
Location 10 Person 10
Location 11 Person 11
Location 12 Person 12
Location 13 Person 13
Location 14 Person 14
Location 15 Person 15
 People
nance plan. They will be useful in the following sheets.

Telephone E-mail
 Asset Managem
List all your assets to be considered in your preventive maintenanc

Asset Name (*) Asset Code (*)

Cold water circulation pumps CW.CIRC.PUMP
Hot water circulation pumps HW.CIRC.PUMP
Gas flaring equipment GAS.FLARING
Cold/warm water production unit CHILLER
Thermal solar system SOLAR PANEL
Radiator RADIATOR
Exterior AC Unit SPLIT.EXT
Interior AC Unit SPLIT.INT
Compressed Air COMP.AIR
Pump and pumping station PUMP
Generation set GENERATOR
Water pumping group WATER.PUMPING
Emergency lighting EME.LIGHT
Exterior lighting EXT.LIGHT
Interior lighting INT.LIGHT
Lighting arrester LI.ARRESTER
Transformer substation TRANSFORMER.SUB
Electric panel ELEC.PANEL
General low-voltage panel LVP
Uninterruptible power supply UPS
Automatic doors and gates, security grids Doors
Automatic fire extinguishing system Fire extinguishers
Asset Management
our preventive maintenance plan, assigning them their key characteristics.

Category (*) Other? Which one? Serial no. (Optional) Location (*)
HVAC Location Name (*)
HVAC Location Name (*)
HVAC Location Name (*)
HVAC Location Name (*)
HVAC Location Name (*)
HVAC Location Name (*)
HVAC Location Name (*)
HVAC Location Name (*)
Electricity Location Name (*)
Electricity Location Name (*)
Electricity Location Name (*)
Electricity Location Name (*)
Electricity Location Name (*)
Electricity Location Name (*)
Electricity Location Name (*)
Electricity Location Name (*)
Electricity Location Name (*)
Electricity Location Name (*)
Electricity Location Name (*)
Electricity Location Name (*)
Infrastructure Location Name (*)
Security Location Name (*)
-- Location Name (*)
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 Asset (*)
Electricity.PUMP (Location Name (*))
HVAC.HW.CIRC.PUMP (Location Name (*))
HVAC.CW.CIRC.PUMP (Location Name (*))
HVAC.GAS.FLARING (Location Name (*))
Electricity.GENERATOR (Location Name (*))
Electricity.ELEC.PANEL (Location Name (*))
HVAC.SPLIT.EXT (Location Name (*))
Electricity.COMP.AIR (Location Name (*))
Infrastructure.Doors (Location Name (*))
Infrastructure.Doors (Location Name (*))
Electricity.LVP (Location Name (*))
Electricity.GENERATOR (Location Name (*))
Security.Fire extinguishers (Location Name (*))
Security.Fire extinguishers (Location Name (*))
Code
Code
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 Your Preventive Maintenanc
In the "Tasks" column, please specify the tasks to be performed, assigning them to one
Enter the remaining info, such as the assignee, the starting week and the frequency of the

Task Details
Task (manual field) (*) Type
Check general performance Inspection
Check pump's electric controls Inspection
Check for absence of water leaks Inspection
Clean combustion chamber (heater) Cleaning

Check inverter panel Inspection

Clean panel Cleaning
Check electronic plates' state Inspection
Check general performance Inspection
Cleaning Cleaning
Check tensioning of steel cables Inspection
Mechanical re-tightening of the equipment contacts Correction
Change oil filter Substitution
Check stamp Inspection
Check load Inspection
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entive Maintenance Plan
ks to be performed, assigning them to one of the assets you've previously listed.
he starting week and the frequency of the task and watch your calendar build itself.

ls Weeks
Assignee Starting week (*) Frequency (*) Status --
Name (*) 4 Weekly --

Name (*) 6 Monthly --

Name (*) 1 Biweekly --

Name (*) 7 Quarterly --

Name (*) 2 Biannual --

Name (*) 1 Weekly --

Name (*) 10 Biweekly --

Name (*) 26 Annual --

Name (*) 3 Bimonthly --

Name (*) -- -- --

Name (*) -- -- --

Name (*) -- -- --

Name (*) -- -- --

Name (*) 3 Monthly --

Name (*) -- -- --

Name (*) -- -- --

Name (*) -- -- --

Name (*) -- -- --

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Weeks (according to the start week defined on the "Introduction" sheet)
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
x x x x x x x x x x x x x x x x x x x x x
x x x x x
x x x x x x x x x x x x
x x
x
x x x x x x x x x x x x x x x x x x x x x x x x
x x x x x x x x

x x x

x x x x x x
25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48
x x x x x x x x x x x x x x x x x x x x x x x x
x x x x x x
x x x x x x x x x x x x
x x

x x x x x x x x x x x x x x x x x x x x x x x x
x x x x x x x x x x x x
x
x x x

x x x x x x
49 50 51 52
x x x x
x
x x

x x x x
x x

x
 Cost Management
Insert your weekly costs in the categories of Labour, Material, Displacements, Meals, A

Weeks 1 2 3 4 5 6 7 8
Labour
Material
Displacements £ 6.00
Meals
Acommodation
Others

Labour subtotal £0.00

Material subtotal £0.00
Displacements subtotal £6.00
Meals subtotal £0.00
Acommodation subtotal £0.00
Others subtotal £0.00
TOTAL £6.00
r, Material, Displacements, Meals, Acommodation, and Others.

9 10 11 12 13 14 15 16 17 18 19

£0.00
£0.00
£6.00
£0.00
£0.00
£0.00
£6.00
20 21 22 23 24 25 26 27 28 29 30
31 32 33 34 35 36 37 38 39 40 41
42 43 44 45 46 47 48 49 50 51 52
PPM REPORT

REPORT NAME START DATE (WEEK)

Example Plan 1/1/2030
RESPONSIBLE PERSON REPORT DATE
Your name 8/31/2022

EXECUTED BY
INVALID DATE RANGE
Your company

TASKS

Check general performance—Electricity.PUMP (Location Name (*)) (Weekly)

Check pump's electric controls—HVAC.HW.CIRC.PUMP (Location Name (*)) (Monthly)
Check for absence of water leaks—HVAC.CW.CIRC.PUMP (Location Name (*)) (Biweekly)
Clean combustion chamber (heater)—HVAC.GAS.FLARING (Location Name (*)) (Quarterly)
Check inverter panel—Electricity.GENERATOR (Location Name (*)) (Biannual)
Clean panel—Electricity.ELEC.PANEL (Location Name (*)) (Weekly)
Check electronic plates' state—HVAC.SPLIT.EXT (Location Name (*)) (Biweekly)
Check general performance—Electricity.COMP.AIR (Location Name (*)) (Annual)
Cleaning—Infrastructure.Doors (Location Name (*)) (Bimonthly)
Check tensioning of steel cables—Infrastructure.Doors (Location Name (*)) (--)
Mechanical re-tightening of the equipment contacts—Electricity.LVP (Location Name (*)) (--)
Change oil filter—Electricity.GENERATOR (Location Name (*)) (--)
Check stamp—Security.Fire extinguishers (Location Name (*)) (--)
Check load—Security.Fire extinguishers (Location Name (*)) (Monthly)

OPERATIONAL COSTS

Labour £0.00
Material £0.00
Displacements £6.00
Meals £0.00
Acommodation £0.00
Others £0.00
Labour Material Displacements
TOTAL £6.00 Meals Acommodation Others

SIGNATURE

Intelligent Maintenance starts here.

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