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

# Portfolio schedules

> View, filter, export, and open schedules across all buildings in your AssetOps portfolio

The **Schedules** module at the [portfolio level](/products/assetops/quickstart/usage-workflow#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.

## Portfolio vs building schedules

| Level     | Scope         | Typical use                                   |
| --------- | ------------- | --------------------------------------------- |
| Portfolio | All buildings | Compliance oversight, cross-site planning     |
| Building  | One building  | Create, edit, and run schedules for that site |

Define and maintain schedule instances at the [building level](/products/assetops/schedules/schedules-overview). 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](/products/assetops/schedules/schedules-overview#schedule-detail-page).

***

## Schedule list

The default **list** view shows schedules from every building in the portfolio.

<Frame caption="Portfolio schedules list with search, list and calendar toggles, and Filters">
  <img src="https://mintcdn.com/kodelabs/2xuyqDwhBYJ11inY/images/assetops/assetops-portfolio-schedules-list.png?fit=max&auto=format&n=2xuyqDwhBYJ11inY&q=85&s=b865bc3c81ca502dc116f0d060a9d3b1" alt="Portfolio Schedules list view with search bar, list and calendar view toggles, Filters button, and schedules table" width="1024" height="577" data-path="images/assetops/assetops-portfolio-schedules-list.png" />
</Frame>

| Column         | Description                                                                                                                                                                                                                                                                                   |
| -------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Title**      | Schedule name as a link, with schedule ID below (for example, `SCH-02239`). Select the title or the external-link icon beside it to open the schedule in the [building-level detail view](/products/assetops/schedules/schedules-overview#schedule-detail-page) for that schedule's building. |
| **Work type**  | **Preventive maintenance** or **Inspection**                                                                                                                                                                                                                                                  |
| **Recurrence** | How often work is generated (for example, **Weekly**, **On demand**)                                                                                                                                                                                                                          |
| **Status**     | **Active** or inactive                                                                                                                                                                                                                                                                        |
| **Building**   | Building where the schedule applies                                                                                                                                                                                                                                                           |
| **Tasks**      | Number of tasks and total estimated time                                                                                                                                                                                                                                                      |

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.

### Export

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

### Calendar view

Select the **calendar** view toggle to see scheduled work across the portfolio on a monthly grid.

<Frame caption="Portfolio calendar view shows maintenance and inspection schedules by day">
  <img src="https://mintcdn.com/kodelabs/2xuyqDwhBYJ11inY/images/assetops/assetops-portfolio-schedules-calendar.png?fit=max&auto=format&n=2xuyqDwhBYJ11inY&q=85&s=ce0c0c7da6f8d91f5021bd7ae0e24ddb" alt="Portfolio Schedules calendar view for May 2026 with schedule chips per day and Today navigation" width="1024" height="663" data-path="images/assetops/assetops-portfolio-schedules-calendar.png" />
</Frame>

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](/products/assetops/schedules/schedules-overview#schedule-detail-page) in building context.

### Filters

Select **Filters** to open the filter panel.

<Frame caption="Portfolio schedule filters include Building, work type, and next run date">
  <img src="https://mintcdn.com/kodelabs/2xuyqDwhBYJ11inY/images/assetops/assetops-portfolio-schedules-filters.png?fit=max&auto=format&n=2xuyqDwhBYJ11inY&q=85&s=dad50bb7cabf563902e85eb169f6e48c" alt="Portfolio Schedules filters sidebar with Next Run Date, Building, Work Type, Inspection Type, Assignee, Team Assigned, and Frequency fields" width="1024" height="650" data-path="images/assetops/assetops-portfolio-schedules-filters.png" />
</Frame>

| Filter              | Description                                       |
| ------------------- | ------------------------------------------------- |
| **Next run date**   | Date range for upcoming runs                      |
| **Building**        | Limit results to one or more buildings            |
| **Region**          | Geographic or organizational grouping             |
| **Work type**       | Preventive maintenance or Inspection              |
| **Inspection type** | Inspection category for inspection schedules      |
| **Assignee**        | User assigned to generated work orders            |
| **Team assigned**   | Team assigned to generated work orders            |
| **Frequency**       | Recurrence pattern (for example, monthly, weekly) |

Select **Clear all** to reset filters. Building-level schedules document additional filters such as **Asset** on the [Building schedules](/products/assetops/schedules/schedules-overview#filters) page.

<Info>
  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](/products/assetops/schedules/schedules-overview).
</Info>

***

## 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

***

## Next steps

<CardGroup cols={2}>
  <Card title="Schedule detail page" icon="calendar" href="/products/assetops/schedules/schedules-overview#schedule-detail-page" arrow={true}>
    View details, tasks, assets, attachments, and logs after you open a schedule from the portfolio list or calendar.
  </Card>

  <Card title="Building schedules" icon="building" href="/products/assetops/schedules/schedules-overview" arrow={true}>
    Create schedules, run bulk edit, and manage schedule status for one building.
  </Card>

  <Card title="Task templates" icon="file-check" href="/products/assetops/resources/task-templates" arrow={true}>
    Define reusable tasks assigned to scheduled work orders at the portfolio level.
  </Card>

  <Card title="Portfolio work orders" icon="clipboard-list" href="/products/assetops/portfolio/work-orders" arrow={true}>
    Review work orders generated from schedules across all buildings.
  </Card>
</CardGroup>
