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Use the create a task button to create a new task A side panel opens. Fill in the details and click the create button to create the task. There are 3 types of tasks you can create. Go to the next page to find out more.

When creating a maintenance plan, you can add different types of tasks depending on what needs to be planned or tracked.There are three main task types: Repair, maintenance or servicing End-of-life replacement for an existing item End-of-life re...

The Tasks & Costs page has 2 views: Costs spread over time Work tracker (actuals) Click on the 2 radio buttons to switch from one to the other:   Costs spread over time This view spreads the cost of each task evenly over the years leading up to it....

To help you plan your budget evenly across the years, the system spreads the cost of each task over the years leading up to when it is due.This approach ensures that funding is collected gradually, so the full amount is available when the task needs to be comp...

You can download the Maintenance Plan as a CSV for further analysis in Excel. Simply click the Download button at the top right of the screen:

For Approved or Submitted years, you can download the Maintenance Plan by clicking the button then the Download button: It can also be downloaded from the Approval page.  This report is presented in 2 parts: Part 1 contains the high-level information d...

You can edit settings by clicking the gear icon on the top right corner: You will be able to change the following: Financial year start Inflation rate Contingency allowance Interest rate on funds Corporate tax rate Forecast opening balance Minimum ...

The Financial Year Start setting defines the day and month when your organisation’s financial year begins. This setting affects how years are displayed in your maintenance plan, ensuring the plan aligns with your financial reporting periods. How it works ...

The Inflation Rate setting defines the annual percentage increase applied to future expenses in your maintenance plan. It helps you account for the rising cost of materials, labour, and services over time — ensuring your forecasts remain realistic and accurat...

The Contingency Allowance is a percentage added to your total projected expenses to cover unforeseen or unexpected costs. It provides a financial buffer in your maintenance plan, helping you stay on budget even when actual costs are higher than estimated. ...

The Interest Rate on Funds represents the annual return (in percentage) earned on your maintenance fund balance. It reflects the interest your organisation receives from the bank or financial institution where your maintenance fund is held. How it works E...

The Corporate Tax Rate represents the percentage of tax your organisation pays on the interest earned from your maintenance fund. This setting ensures that your maintenance plan reflects the net growth of the fund after tax deductions, providing a more accura...

The Forecast Opening Balance represents the projected starting balance of your maintenance fund at the beginning of a financial year. Because a maintenance plan is a forecast, it cannot perfectly predict the future. Actual balances may differ from what was or...

The Minimum Balance represents the lowest amount you want to keep in your maintenance fund account at any time. It helps you visualise a safe financial buffer and plan your cash flow accordingly. How it works Currently, this setting does not affect calcul...

The Cashflow Page displays a complete overview of your maintenance fund over the next 30 years. It helps you track the health of your fund, see projected balances, and plan contributions to ensure your maintenance activities are always covered. The page show...

The Interest on Funds row shows the income your maintenance fund earns from the money held in the account. It is based on the average balance of the fund during the year, reflecting a realistic estimate of the interest earned over time. How it’s calculated...

The Fees and Charges row shows any bank fees, administrative costs, or other charges related to managing your maintenance fund. These costs are subtracted from the fund. How it works Fees and charges are entered manually. They are applied once pe...

The Planned Expenses row shows the total of all maintenance costs scheduled for a given year. It represents the sum of all tasks, including repairs, servicing, and end-of-life replacements that are due within that financial year. How it works The system a...

The Contributions row shows the amount of money added to the maintenance fund each year to ensure all planned expenses are covered. It is calculated based on the difference between the fund’s expected needs and what the fund can generate itself through intere...

The Contribution Adjustments row allows you to manually modify the amount of money added to the maintenance fund for a given year. This gives you flexibility to account for real-world circumstances that may not be fully captured by the system’s automatic calc...