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Method guide · TPM and maintenance

What is a CMMS? Computerized maintenance management systems, and how maintenance and CI teams use one

Short answer

A CMMS (computerized maintenance management system) is software that holds a plant's maintenance records in one place: the asset list, work orders, preventive maintenance schedules, spare parts and each machine's repair history. It tells the maintenance team what to do next and shows what the machines have cost in downtime and parts.

CMMS stands for computerized maintenance management system. Maintenance planners, technicians, supervisors and the storeroom use it every day: requests come in as work orders, preventive maintenance (PM) falls due on a date or a meter reading, parts are reserved and issued, and every closed job adds to the asset's history. That history is where MTBF, MTTR, PM compliance and the breakdown Pareto come from, which is why continuous improvement teams use the same data. CMMS software, a CMMS program and a CMMS system all mean the same thing.

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What is a CMMS? The meaning in plain terms

CMMS stands for computerized maintenance management system. Before one, a plant's maintenance runs on a whiteboard, a job book, a spreadsheet of PM due dates and the memory of the senior technician. A CMMS puts the same things into one database: every machine with an asset number, every job raised against it, every PM with its interval, every part on the storeroom shelf, and who did what, when, and how long it took.

The work order is the unit of everything. A breakdown, a PM, a request from an operator, a small modification: each becomes a work order against one asset, with a priority, a craft, an estimate, the parts it needs and, once closed, the hours spent, the parts used and what was found. Reports, schedules and the asset history are all built from closed work orders, so the CMMS is only as good as the work orders the team writes.

What a CMMS holds, with an example from one packaging line (illustrative)
RecordWhat it holdsExample
AssetAsset number, location, parent in the asset tree, maker and model, criticality, manualsCP-01 case packer, Line 3, criticality A
Work orderAsset, type, priority, description, craft, estimate, status, hours, parts, findings, failure codesWO for a vacuum fault on CP-01, priority 2, mechanical, 1 hour
PM taskAsset, task list with limits, trigger (calendar or meter), interval, estimate, parts kitReplace vacuum cups on CP-01 every 250,000 cycles
MeterRunning hours, cycles or units, entered by hand or fed from another systemCompressor 2 hour meter, read every Monday
PartPart number, bin location, stock on hand, reorder point, maximum, supplier, which assets use itInlet filter for compressor 2, bin B4, 3 on hand
HistoryEvery closed work order on the asset, in date orderEvery repair and PM on CP-01 since it was installed

The letters CMMS are also used for a maintenance management certification for people. This page is about the software.

What a CMMS does: the core functions

Products differ in screens and extras, but almost every CMMS covers the same seven jobs.

  1. 1

    Asset register

    The list of everything maintained, arranged as a tree: site, area, line, machine, component. The tree decides how costs and downtime roll up, so a fault on the case packer's vacuum pump counts against the pump, the case packer and Line 3 at once.

  2. 2

    Work requests and work orders

    Anyone allowed can raise a request (an operator, a supervisor, a safety walk). Maintenance reviews it, turns it into a work order with a priority, and tracks it through to close. The open list is the maintenance backlog.

  3. 3

    Preventive maintenance scheduling

    Each PM task has a trigger and an interval. The CMMS raises the PM work order when the date or the meter reading comes round, early enough to plan it. The preventive maintenance guide covers how to set the intervals.

  4. 4

    Planning and scheduling

    A planner adds the job steps, parts, permits and time to each work order, then loads next week's jobs against the hours each craft has. Planned versus scheduled maintenance explains the two jobs.

  5. 5

    Spare parts and the storeroom

    Parts are linked to the assets that use them, reserved against work orders, issued from stock and reordered when stock falls to the reorder point. The critical spare parts list is the paper version for the parts that stop a line.

  6. 6

    Mobile work

    Technicians see their jobs, the asset history and the procedure on a phone or tablet at the machine, and close the job there with the hours, parts, readings and photos. Closing at the machine is what keeps the record accurate.

  7. 7

    History and reports

    Every closed job adds to the asset's history. From it come MTBF, MTTR, downtime by asset and by cause, PM compliance, backlog in hours, and maintenance cost per asset.

How a work order moves through a CMMS

Most CMMS products move a work order through the same states, whatever they call them. The names below are common ones; the order matters more than the labels.

How a work order moves through a CMMS

  1. 1Anyone

    Requested

  2. 2Supervisor

    Approved and prioritised

  3. 3Planner

    Planned

  4. 4Planner

    Scheduled

  5. 5Technician

    In progress

  6. 6Technician

    Closed with hours, parts and codes

Closed jobs feed the history: MTBF, MTTR, the breakdown Pareto and the PM intervals

Breakdowns go from request straight to a technician and are planned after the fact. Every closed job adds to the asset's history.
  1. 1

    Requested

    Someone reports a problem or the CMMS raises a PM. A good request names the asset, what is wrong and what the person saw or heard, ideally with a photo.

  2. 2

    Approved and prioritised

    A supervisor or planner checks it is real, not a duplicate, and sets the priority. A safety hazard or a line stopped goes straight to a technician; most jobs wait for planning.

  3. 3

    Planned

    The planner writes the steps, picks the craft, estimates the hours, reserves the parts and notes any permit or lockout. The maintenance job plan template shows what a full plan holds.

  4. 4

    Scheduled

    The job gets a date and a technician, inside a downtime window agreed with production. The weekly maintenance schedule loads the week against each craft's hours.

  5. 5

    In progress

    The technician does the work and records time as it is spent, not from memory at the end of the shift.

  6. 6

    Closed

    The technician records hours, parts, readings, what was found and the failure codes (what failed, why, what was done). Anything found that could not be fixed becomes a new work order. A supervisor checks the close-out before it counts.

Breakdowns skip planning: the job goes from request to a technician at once and is planned after the fact, with the codes added at close. That is fine for the emergency, but a plant where most work orders skip planning is running on breakdowns, and the planned maintenance percentage in its reports will show it. The maintenance work order form has the same fields on paper.

A PM workflow in a CMMS, followed in numbers

This example is illustrative. Compressor 2 serves a packaging line that runs 80 hours a week. Its inlet filter is changed every 2,000 running hours. The last change was at 14,000 hours on the meter, so the next is due at 16,000. The CMMS is set to raise the PM work order 100 running hours early, at 15,900, so the planner has time to kit the parts.

Compressor 2 inlet filter PM, from meter reading to close (illustrative)
WeekWhat happensMeter (hours)Check
1Operator enters the Monday reading. Not due yet.15,66016,000 - 15,660 = 340 hours to go
2Monday reading entered15,74015,660 + 80
3Monday reading entered15,82015,740 + 80
4Monday reading reaches the trigger. The CMMS raises the PM work order and reserves one filter.15,90015,820 + 80; 100 hours left, 100 / 80 = 1.25 weeks of running
5Planned into Monday's start-up window. Done in 30 minutes, filter issued, work order closed with the reading.15,98015,900 + 80; 20 hours inside the 2,000 hour limit

Check the whole run the other way: 15,660 + 4 x 80 = 15,980, and 15,980 is 1,980 hours after the last change at 14,000, under the 2,000 hour interval.

Three more records change when the work order closes. The next due point is set: on a floating schedule it counts from the reading at completion, 15,980 + 2,000 = 17,980; on a fixed schedule it stays at 16,000 + 2,000 = 18,000. The preventive maintenance guide explains when each fits.

The storeroom changes too. The filter has a reorder point of 2 and a maximum of 4. Stock was 3; issuing one leaves 2, which is the reorder point, so the CMMS suggests ordering 4 - 2 = 2 filters. Check: 2 on hand + 2 on order = 4, the maximum.

And the technician noticed the condensate drain valve was sticking. That is not part of the PM, so it goes in as its own corrective work order, priority 3, planned for the next window. Writing it down is the point: a finding that stays in the technician's head comes back as a breakdown.

What the history gives you: MTBF, MTTR and the breakdown Pareto

Once a year of work orders is closed with honest hours and codes, the CMMS can answer questions nobody could answer from a whiteboard. This example is illustrative. Over 4,000 running hours, compressor 2 had three breakdowns, repaired in 1.5, 2.5 and 3.5 hours.

Compressor 2 over one year (illustrative)
MeasureFormulaResultCheck
MTBF (mean time between failures)Running hours / failures = 4,000 / 31,333 hours3 x 1,333.3 = 3,999.9, which is 4,000 after rounding
MTTR (mean time to repair)Repair hours / repairs = (1.5 + 2.5 + 3.5) / 32.5 hours3 x 2.5 = 7.5 = 1.5 + 2.5 + 3.5
PMs due and done on time2 filter PMs due, 2 done inside the window100% PM compliance2 / 2

The [MTBF and MTTR calculator](/tools/mtbf-mttr-calculator) does these sums from a downtime log, and the [maintenance KPI tracker](/templates/maintenance-kpi-tracker) keeps them per asset by month. A PM compliance of 100% with three breakdowns a year says the plan is followed; it does not say the plan is right.

The same history, summed across a line, gives the breakdown Pareto. This example is illustrative: one quarter of breakdown work orders on a packaging line.

Breakdown hours by asset for one quarter, from closed work orders (illustrative)
AssetBreakdown work ordersDowntime hoursShare of hours
Case packer914.014.0 / 25.0 = 56%
Filler46.526%
Conveyor53.012%
Stretch wrapper21.56%
Total2025.0100%

Check: 9 + 4 + 5 + 2 = 20 work orders and 14.0 + 6.5 + 3.0 + 1.5 = 25.0 hours; 56 + 26 + 12 + 6 = 100. The conveyor has more work orders than the filler but half the hours, which is why the Pareto is drawn on hours, not counts. The [Pareto chart maker](/tools/pareto-chart-maker) draws it from a table like this.

Breakdown hours by asset for one quarter, from closed work orders, as a Pareto chart

Example numbers
  • Case packer: 14, 56% of the total, cumulative 56%.
  • Filler: 6.5, 26% of the total, cumulative 82%.
  • Conveyor: 3, 12% of the total, cumulative 94%.
  • Stretch wrapper: 1.5, 6% of the total, cumulative 100%.

Bars for downtime hours: case packer 14.0, filler 6.5, conveyor 3.0 and stretch wrapper 1.5, with the case packer at 56 percent of the 25 hours.

Drawn on hours, the case packer is more than half the downtime. Drawn on work order counts, the conveyor would sit above the filler.

How maintenance and CI teams use a CMMS

Maintenance uses the CMMS to run the week: what is open, what is due, who is on it, which parts are short. A continuous improvement team uses the same records to choose and prove improvements, and the two uses need the same thing: work orders closed with real hours and real failure codes.

Who uses a CMMS and for what
RoleUses the CMMS to
TechnicianSee the day's jobs, read the asset history and procedure at the machine, record hours, parts, readings and findings
Planner and schedulerTurn requests into planned jobs, kit parts, load the week against each craft's hours
Maintenance supervisorSet priorities, check close-outs, watch backlog and PM compliance
StoreroomIssue parts against work orders, keep reorder points, find parts nobody has used in years
Operator and line leaderRaise requests from the line, see whether their request has been picked up
CI or reliability engineerPull the breakdown Pareto, find repeat failures, check that a countermeasure moved MTBF
Plant managerRead maintenance cost, downtime by line and the share of planned work

Back to the line in the Pareto above. The case packer is 56% of breakdown hours. Inside its 9 work orders the failure codes split into vacuum cups (5 work orders, 8.0 hours), sensor faults (2, 3.5 hours) and jams (2, 2.5 hours): 5 + 2 + 2 = 9 and 8.0 + 3.5 + 2.5 = 14.0. Vacuum cups alone are 8.0 / 25.0 = 32% of the line's breakdown hours. That is the problem to take to a root cause analysis.

Say the team finds that the cup PM is still on a 5-week calendar interval set when the line ran two shifts, and the line now runs three, so the cups wear out before the PM comes round. The countermeasure is a change in the CMMS: the trigger moves from the calendar to the cycle count. The check is in the CMMS too: vacuum cup work orders and the case packer's MTBF over the next quarter. The reduce machine downtime guide covers the full loop.

None of this works if a third of the work orders say "Other" or "Fixed". If the CI team wants the data, it has to help maintenance keep the failure code list short and clear and check a sample of close-outs each week.

CMMS vs EAM vs ERP vs spreadsheets

The four get confused because they overlap. The difference is scope: how much of the asset's life and the business each one covers.

Where maintenance records can live
SystemWhat it coversFits when
Spreadsheet and paperA list of assets and PM due dates, paper job cards, a notebook of repairsOne small site with a handful of PMs and one person who owns the file
CMMSAssets, work orders, PM scheduling, parts, labour and maintenance history for the sites that run itMaintenance at one or a few plants is the problem to solve
EAM (enterprise asset management)Everything a CMMS covers plus the rest of the asset's life: purchase, capital planning, depreciation, replacement and retirement, across many sitesAsset-heavy companies that plan capital and lifecycle cost across a network of sites
ERP maintenance moduleMaintenance orders and plans inside the ERP, sharing purchasing, stores, cost centres and financeThe company already runs on the ERP and wants maintenance cost booked there directly
MESProduction orders, what the line made, quality and genealogyNot a maintenance system; it may send machine counts or downtime to the CMMS

Many CMMS products now sell EAM features and many EAM products are bought only for their CMMS part, so ask what you will use rather than which label the vendor uses.

People often ask whether SAP is a CMMS. It is an ERP, and its plant maintenance module covers much of what a CMMS does (equipment records, maintenance plans and orders) inside the ERP, so some plants use it as their maintenance system and others run a separate CMMS that passes costs and part orders to the ERP.

When a spreadsheet stops being enough

  • PMs are missed because nobody opened the file that week, and nobody finds out until the breakdown.
  • Two people keep two copies of the PM list and they no longer agree.
  • You cannot say how many hours of work are waiting, or which machine broke down most last quarter.
  • Parts run out because nobody knew the last one was used.
  • An auditor or customer asks for a machine's maintenance record and it takes a day to put together.

Moving from Excel to one system covers what to clean up before you move any list into software, and why to digitize equipment maintenance covers the case for moving off paper.

How to choose a CMMS

Choose on how your technicians will use it on a night shift, not on the feature list. Run a short trial on one line with your own assets and a month of your own work orders, and score each product on the questions below.

Questions to settle before you buy a CMMS
QuestionWhy it mattersHow to test it in a trial
Will technicians close jobs at the machine?If closing takes longer than writing on a card, the history stays emptyHave a technician close five real jobs on a phone, with gloves on, and time it
Can operators raise a request in under a minute?Requests that are hard to raise go back to the radio and the whiteboardHave an operator raise one from the line with a photo
Does PM scheduling match how your machines wear?You need calendar and meter triggers, fixed and floating dates, and an early-warning leadLoad one meter-based PM and one calendar PM and watch them come due
Can you import your asset tree and PM list?Retyping hundreds of assets is where projects stallImport one line from your spreadsheet and check the parents and criticality came across
Are failure codes simple to pick and easy to report on?The breakdown Pareto and MTBF depend on themClose ten jobs with codes, then pull downtime by asset and by cause
What does it need to talk to?Purchasing and finance in the ERP, meter readings or downtime from production systemsAsk for the integration you need shown working, not on a roadmap slide
Cloud or on your own servers?Cloud needs no local IT and works off site; on-premise suits sites with strict network rulesAsk your IT team which they will support before the shortlist
What will it cost in total?Licences are priced per user, per site or per asset; setup, data loading and training come on topPrice the users you will actually have, including occasional requesters
Can you get your data out?You may change systems in five yearsExport the full history of one asset to a spreadsheet

The maintenance strategy selector and the equipment criticality analysis are worth doing before the shortlist: they tell you which assets need PM in the system first and which can run to failure.

CMMS implementation: start with one line

Most CMMS projects that fail do so on data and habits, not software. Go live on one line, get the records honest there, then spread it.

  1. 1

    Clean the asset list

    One asset number per machine, a naming rule, a location and a parent in the tree. Add the utilities that stop the line: compressors, chillers, dust extraction.

  2. 2

    Rank criticality

    Score each asset on safety, quality, output and cost. Load PMs for the A class first.

  3. 3

    Load PMs with limits

    Each task written as an action and a limit, with its trigger and interval. Do not load a PM list nobody can explain; review it as you load it.

  4. 4

    Set a short failure code list

    A few codes for what failed, why and what was done, agreed with the technicians. No "Other" without a note.

  5. 5

    Link the critical spares

    Start with the parts that stop the line, linked to their assets, with a reorder point and a maximum.

  6. 6

    Train by doing, then review weekly

    Technicians close real jobs in the system from day one. Each week the supervisor checks a sample of close-outs, the backlog and PM compliance with the team, and fixes the data at the source.

Spread to the next line only when the first line's work orders are closed with hours and codes as a habit. The maintenance KPI tracker is a simple way to show the first line's numbers to the rest of the plant.

Where LeanSuite fits next to a CMMS

LeanSuite is not a CMMS and does not replace one. It handles the operator side of maintenance and works alongside the maintenance system a plant already has: when an operator tags an abnormality, or a scheduled PM comes due, LeanSuite creates the work order and routes it to the maintenance team, and a tag can carry the work-order number from your CMMS. Operators run their CILR checks from visual checklists, and when the same breakdown comes back it can be escalated into a kaizen or A3 project. Asset records, parts and the maintenance history stay in your CMMS.

See autonomous maintenance, professional maintenance tags and TPM software, which sets out where a CMMS ends and operator-led TPM begins.

Common CMMS mistakes

  • Buying the CMMS to fix a planning problem. Software stores the plan; it does not write it. Without someone planning and scheduling, the CMMS becomes a faster job book.
  • Loading every old PM as it is. Tasks without limits and intervals nobody can explain go into the new system and keep failing there.
  • Work orders closed with "Fixed". No hours, no codes, no findings, and a year later no MTBF and no Pareto.
  • Breakdowns never entered. The technician fixes it, the line restarts, and the CMMS shows a machine with no failures.
  • An asset tree built for accounting, not the floor. If the tree does not match how the line is laid out, downtime will not roll up to the line that lost it.
  • Making requests hard. If an operator has to log in on a shared PC in the office, problems go back to the radio and never reach the history.
  • Treating PM compliance as the goal. A high number with breakdowns still rising means the tasks are wrong; read it next to MTBF.

Autonomous Maintenance

Run the operator side of maintenance in LeanSuite

LeanSuite handles the operator side of maintenance and works alongside your CMMS rather than replacing it.

Free templates and tools

FAQ

Questions about cMMS

  1. Computerized maintenance management system. The software holds a plant's maintenance records in one place: the asset list, work orders, preventive maintenance schedules, spare parts and the repair history of each machine.

  2. Maintenance teams use a CMMS to raise and track work orders, schedule preventive maintenance by date or meter reading, plan and schedule the week's jobs, reserve and reorder spare parts, and keep each asset's history. Managers and CI teams use the same history to work out MTBF, MTTR, PM compliance, backlog and downtime by asset and cause.

  3. A compressor's inlet filter is due every 2,000 running hours. An operator enters the hour meter reading each Monday; when it reaches 1,900 hours since the last change, the CMMS raises the PM work order and reserves a filter. The technician changes it, closes the job with the time, the part and the reading, and the CMMS sets the next due point and suggests reordering filters when stock reaches the reorder point.

  4. A CMMS manages maintenance work: assets, work orders, PM, parts and history. An EAM (enterprise asset management) system covers that plus the rest of the asset's life, such as purchase, capital planning, depreciation and replacement, usually across many sites. A plant whose problem is day-to-day maintenance usually needs a CMMS; a company planning asset lifecycle cost across a network may need an EAM.

  5. It is an ERP. The plant maintenance module in SAP covers much of what a CMMS does, such as equipment records, maintenance plans and maintenance orders, inside the ERP. Some plants use it as their maintenance system; others run a separate CMMS that passes costs and part orders to the ERP.

  6. Yes. All three mean the computerized maintenance management system itself. Some people also use "CMMS program" for the way a plant runs maintenance with it: the PM list, the work order rules and the weekly review.

  7. Run a short trial on one line with your own assets and work orders. Check that technicians can close a job at the machine quickly, that operators can raise a request in under a minute, that PM supports calendar and meter triggers, that your asset tree and PM list import cleanly, that failure codes give you downtime by asset and cause, that it connects to the systems you need, and that you can export your data.

  8. Prices vary widely. Cloud CMMS products are usually priced per user per month, sometimes per site or per asset, and on-premise products as a licence plus yearly support. Setup, loading your asset and PM data, and training are often the larger cost in the first year, so price the users you will really have and ask what is included in setup.

  9. Not always at the start. A small site with a short PM list can run from a spreadsheet and paper job cards. The signs it is time for a CMMS are missed PMs, two copies of the PM list that disagree, parts running out unexpectedly, and not being able to say which machine broke down most last quarter.

  10. No. LeanSuite is not a CMMS and does not replace one. It handles the operator side of maintenance and works alongside your CMMS: when an operator tags an abnormality or a scheduled PM comes due, it creates the work order and routes it to the maintenance team, and a tag can carry the work-order number from your CMMS.

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