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Eptura Knowledge Center

Create a New Maintenance Plan Category

A Plan Category is a way to organize your Maintenance Plans into a group. This group folder helps you to better organize all of your PM plans.  This article will show you how to create a new Plan Category.

Instructions

  1. Click the Settings icon on the side ribbon.
  2. When you have clicked the Settings icon, you’ll click the Maintenance Plans button, found in the Libraries section.  
  3. To create a new Plan Category, click the + icon next to the Plan Categories title, then give the new Category a name.
  4. To create a New Plan, click the + Create New Plan icon under the Maintenance Plans title, then give the New Plan a name.

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