---
title: "Create a maintenance plan template"
slug: "bc-create-a-maintenance-plan-template"
tags: ["BC", "Business Central", "IEM", "Industrial Equipment Manufact.", "Service integration", "Task"]
updated: 2026-06-25T09:59:10Z
published: 2026-06-25T09:59:10Z
canonical: "docs.staedean.com/bc-create-a-maintenance-plan-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a maintenance plan template

With a maintenance plan, a service item is linked to a resource of the type **Machine** (equipment), a machine center, or a work center. From these maintenance plans, service orders are generated. When the service order is planned and allocated, an absence entry is created with the linked equipment.

Use the maintenance plan template to quickly create service item maintenance plans.

To create or edit a maintenance plan template:

1. In the search box, type **Maintenance Plan Template**.
2. Select **Maintenance Plan Template** to open the list of maintenance plan templates.
3. Select **New** to create a new maintenance plan template, or select a template from the list and click **Edit** to modify it.
4. Complete or edit the following fields:
  - **General**

| Field | Description |
| --- | --- |
| Equipment: Type | Select **Resource**, **Work Center**, or **Machine Center**. |
| Equipment: No. | Select the number for the type. |
| Equipment: Unit of Measure | The unit of measure as set for the equipment. |
| Frequency: Type | **Date**: the **Service Interval (Qty)** field becomes editable. **Quantity**: the **Service Interval (Qty)** field becomes editable. **Normative Quantity**: the **Service Interval (Qty)** and **Normative Quantity (Year)** fields become editable. |
| Frequency: Service Interval, Service Interval (Qty), Normative Quantity (Year) | **Date**: set a date formula in **Service Interval**. **Quantity**: set a number related to the unit of measure in **Service Interval Qty**. **Normative Quantity**: set a number in **Service Interval Qty** and a number in **Normative Quantity (Year)**. |
| Status | **New**: initial state. **Certified**: in use. **Under Development**: being modified. **Closed**: no longer in use. |
| Last Date Modified | Date when last updated. |
  - **Maintenance costs**

| Field | Description |
| --- | --- |
| Per Maintenance: Calc Frequency | The calculated frequency. |
| Per Maintenance: Total Cost | The total costs per maintenance. |
| Per Maintenance: Total Amount | The total amount per maintenance. |
| Yearly Maintenance: Frequency | The frequency. |
| Yearly Maintenance: Total Cost (Year) | The total costs per year. |
| Yearly Maintenance: Total Amount (Year) | The total amount per year. |
  - **Lines**

| Field | Description |
| --- | --- |
| Type, No., and Description | Select **Item**, **Resource**, or **Costs**. Based on that, select the **No.**, which also retrieves the **Description**. |
| Work Type Code | Required for the type **Resources**. |
| Quantity and Unit of Measure | Enter a quantity with a unit of measure. |

## Related

- [Generate maintenance orders](/bc-generate-maintenance-orders.md)
- [Plant maintenance](/bc-plant-maintenance.md)
- [Service integration](/bc-service-integration.md)