# Import an existing maintenance plan

If you already have a maintenance plan, you can recreate it on Commonview by **manually entering your existing tasks**.  
This approach ensures your plan remains accurate while taking full advantage of forecasting, provisions, and contribution calculations.

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## How the import works

At this stage, importing an existing plan is done by **creating tasks one by one** from the [**Tasks & Costs**](https://help.commonview.com/books/tasks-costs "Tasks & Costs") page.

For each task in your existing plan, you should:

1. Create a new task on Commonview
2. Enter the task details (frequency, next due date, cost, etc.)
3. Set the [**Funding status of upcoming work**](https://help.commonview.com/books/tasks-costs/page/funding-status-of-upcoming-work)

Although this requires some initial setup, it ensures your financial projections remain consistent with your historical funding.

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## Recreating tasks from your existing plan

When creating each task:

- Match the **task type** (servicing, repair, or end-of-life replacement)
- Use the **same frequency** as your existing plan
- Set the **next due date** to the next scheduled occurrence
- Enter the **current or future expected cost**

Repeat this process for all tasks in your plan.

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## Choosing the correct funding status

While importing an existing plan, special attention should be paid to the **Funding status of upcoming work**.

If the task has been **correctly funded so far** under your existing plan, we recommend selecting:

**➡️ *Partially funded so far***

This tells the system that:

- Contributions have already been collected in past years
- There is **no need to catch up** on missing funding
- Only the remaining provisions will be secured over future years

As a result, your future contributions will stay aligned with your existing plan, rather than increasing unexpectedly.

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## When to use “Not funded yet”

Choose **Not funded yet** only if:

- The task has **not been provisioned for previously**, or
- You want future years to **fully fund the upcoming expense**

This option will increase future contributions, as Commonview assumes no funds have been collected so far.

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## Key tips for a smooth import

- Take your time — accuracy here leads to better forecasts later
- Focus on **next due dates**, not historical ones
- Approved years are treated as fixed, so ensure funding status reflects reality
- You can always review and adjust tasks before submitting a budget for approval

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## Key points

Importing an existing maintenance plan means **recreating your tasks thoughtfully**, not starting from zero.  
By selecting **“Partially funded so far”** where appropriate, you ensure the system respects the funding already in place and produces a maintenance plan that reflects your building’s real financial position.