The Maintenance (Reporting) Sub-Tab

Modified on Fri, 3 Jul at 11:01 AM

The Maintenance Report provides a central view of all maintenance schedule tasks across your projects. You can print or export the report, update task statuses directly from the report, and use a range of filters to display only the information you need.


To find the Maintenance report, select Projects, then Maintenance

Note: For the Maintenance tab to appear, you must have at least one schedule whose milestone name contains the keyword Maintenance. 

 


Available filters include:

  • Task Status – Filter by All Statuses, All Active, Open, Ordered, Working, or Completed.

  • Project Manager – View maintenance tasks for a selected Project Manager.

  • Asignee - Display maintenance tasks assigned to a specific person

  • Site Manager – Display maintenance tasks assigned to a specific Site Manager.

  • Days – Filter by All Days, Next 7 Days, Next 14 Days, Upcoming, or select a custom Date Range.
    Search – Quickly find a specific project, task, or other relevant details using the search field.

You can also update the status of maintenance tasks directly in the report, keeping your maintenance schedule up to date without opening each project individually.





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