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The Schedules module at the portfolio level shows recurring maintenance and inspection schedules across all buildings. Use it to confirm upcoming work, spot gaps, and align preventive programs portfolio-wide.

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Portfolio vs building schedules

Define and maintain schedule instances at the building level. When you open a schedule from the portfolio list or calendar, AssetOps navigates to that schedule in the building context on the schedule detail page.

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Schedule list

The default list view shows schedules from every building in the portfolio.
Portfolio Schedules list view with search bar, list and calendar view toggles, Filters button, and schedules table

Portfolio schedules list with search, list and calendar toggles, and Filters

Use Search schedules to find records. Use the column control to show or hide fields. Pagination at the bottom shows how many schedules match your current filters.

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Export

Open the vertical ellipsis menu in the schedule list header and select Export to download schedule data.

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Calendar view

Select the calendar view toggle to see scheduled work across the portfolio on a monthly grid.
Portfolio Schedules calendar view for May 2026 with schedule chips per day and Today navigation

Portfolio calendar view shows maintenance and inspection schedules by day

Use Today, month arrows, or the date picker to move between periods. Select a schedule chip or +N more link to open that schedule on the schedule detail page in building context.

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Filters

Select Filters to open the filter panel.
Portfolio Schedules filters sidebar with Next Run Date, Building, Work Type, Inspection Type, Assignee, Team Assigned, and Frequency fields

Portfolio schedule filters include Building, work type, and next run date

Select Clear all to reset filters. Building-level schedules document additional filters such as Asset on the Building schedules page.
Portfolio list, calendar, export, and filters mirror the building schedules experience. Bulk edit runs as a batch with per-item results, failure export, and a seven-day history. For + Create, bulk edit fields, and schedule wizard steps, see Building schedules.

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Schedule types

Building schedules support three schedule types. Each type defines how timing is applied when work is generated:
  • Just once — A single scheduled occurrence
  • Recurrent — Repeating intervals for preventive maintenance or inspections
  • On demand — Schedules triggered when needed

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Next steps

Schedule detail page

View details, tasks, assets, attachments, and logs after you open a schedule from the portfolio list or calendar.

Building schedules

Create schedules, run bulk edit, and manage schedule status for one building.

Task templates

Define reusable tasks assigned to scheduled work orders at the portfolio level.

Portfolio work orders

Review work orders generated from schedules across all buildings.
Last modified on August 18, 2026