# Lubrication Schedule Worksheet (Excel Export) > Source: https://netray.co/tools/lubrication-schedule-worksheet > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Build a lubrication schedule with points, lubricant, method, quantity and interval, and see annual lubricant consumption per line and in total. ## Category maintenance ## Industry Process and Discrete Manufacturing ## Audience - Lubrication technician - Maintenance planner - Reliability engineer ## Tool **Kind:** worksheet **Mode:** editable **Columns:** #### Asset **Key:** asset **Type:** text #### Lube point **Key:** point **Type:** text #### Lubricant **Key:** lubricant **Type:** text #### Method **Key:** method **Type:** select **Options:** - Grease gun - Auto lubricator - Oil bath - Circulating oil - Oil drip - Manual oil can #### Qty per application (g or ml) **Key:** qty **Type:** number **Format:** decimal #### Interval (days) **Key:** interval **Type:** number **Format:** integer #### Annual quantity (g or ml) **Key:** annual **Type:** number **Expr:** qty * 365 / interval **Format:** integer #### Last done **Key:** last **Type:** date #### Owner **Key:** owner **Type:** text **Rows:** **Asset:** Cooling water pump P-101 **Point:** Motor DE bearing **Lubricant:** Polyurea grease NLGI 2 **Method:** Grease gun **Qty:** 12 **Interval:** 90 **Last:** 2026-09-01 **Owner:** Mech crew A **Asset:** Cooling water pump P-101 **Point:** Pump bearing housing **Lubricant:** ISO VG 68 turbine oil **Method:** Oil bath **Qty:** 400 **Interval:** 180 **Last:** 2026-07-15 **Owner:** Mech crew A **Asset:** Conveyor C-12 head pulley **Point:** Pillow block bearings **Lubricant:** Lithium complex grease NLGI 2 **Method:** Auto lubricator **Qty:** 60 **Interval:** 120 **Last:** 2026-08-10 **Owner:** Mech crew B **Asset:** Air compressor K-3 **Point:** Main gearbox **Lubricant:** ISO VG 220 gear oil **Method:** Circulating oil **Qty:** 2500 **Interval:** 365 **Last:** 2026-03-05 **Owner:** Utilities **Asset:** CNC lathe L-7 **Point:** Way lube reservoir **Lubricant:** ISO VG 68 way oil **Method:** Manual oil can **Qty:** 800 **Interval:** 30 **Last:** 2026-10-02 **Owner:** Machine shop **Totals:** #### Total annual quantity (g or ml) **Key:** annual **Agg:** sum **Format:** integer **Summary:** #### Average annual quantity per point **Key:** avg_ann **Expr:** sum_annual / count **Format:** integer **Notes:** Use grams for grease and millilitres for oil, and keep one unit per row. The annual quantity is quantity times 365 divided by interval, so a shorter interval raises consumption. Confirm quantities with the bearing or equipment manufacturer. ## Content **Intro:** A lubrication schedule turns tribal knowledge into a repeatable route: which point, which lubricant, how much and how often. This worksheet lets you build one, see annual consumption and export it to Excel or PDF for the crew. **Sections:** #### How to use the worksheet **Body:** Add one row per lubrication point, not per machine. Name the lubricant exactly as it appears in your store so the wrong grease is never used, pick the application method, then enter the quantity and the interval in days. The annual quantity column is calculated, and the total at the bottom gives you a first estimate of lubricant demand to feed purchasing. Export to Excel to attach it to a PM plan or print the PDF for the lube room. **Bullets:** - One row per point, with a unique point name - Record the exact lubricant and NLGI or ISO VG grade - Fill Last done so overdue points are easy to see - Assign an owner for accountability #### Setting quantity and interval **Body:** For greased rolling bearings, a common starting point is a regrease quantity based on bearing outer diameter and width, then an interval based on speed, temperature and contamination. Bearing manufacturers publish formulas and charts, and these should override any rule of thumb. For oil systems, intervals are driven by oil analysis results rather than the calendar, so enter the planned top up volume and review after each sample. Over-greasing is as damaging as under-greasing because it raises churning temperature and can blow seals. #### Tying the schedule to your CMMS and ERP **Body:** Each row should become a task on a maintenance plan with a scheduling interval, so work orders generate automatically. In SAP PM this is a maintenance task list with a strategy, and in other systems it is a PM template. Lubricant consumption can be issued as a stock item on the work order, which gives you real usage to compare against the annual quantity column and reveals leaking or over-lubricated points. #### Common mistakes **Body:** Mixing incompatible greases, for example polyurea with lithium complex, can soften the grease and cause bearing failure. Using the same interval for every motor ignores that duty, speed and temperature differ. Failing to record who did the work and when means the schedule cannot be audited. Review the list at least yearly and after any equipment change. **Cta:** If you want lubrication tasks generated from your asset hierarchy and consumption reconciled with stock issues in your ERP, Netray can discuss how to automate it. **Faq:** #### How often should bearings be greased? **Answer:** It depends on bearing size, speed, temperature, load and environment. Intervals range from days for fast, hot or dirty duties to years for slow, clean ones. Start from the bearing manufacturer formula, then adjust using temperature, ultrasound and inspection feedback. #### What does NLGI grade mean? **Answer:** NLGI grades measure grease consistency from 000 (very fluid) to 6 (very hard). NLGI 2 is the most common for general bearing use. The grade says nothing about the thickener or base oil, so compatibility still needs checking separately. #### How do I convert grams of grease to pumps of a grease gun? **Answer:** Check the output per stroke of your specific gun, which is often around one gram but varies by model. Weigh ten strokes on a scale to calibrate. Then convert the grams in this worksheet to a stroke count and put it on the task instruction. #### Can I import this into my CMMS? **Answer:** Export to Excel or CSV and use the import function of your CMMS or ERP for maintenance plans. Column names will need mapping to the system fields, and task lists often require asset IDs that match your equipment master data exactly. ## Search terms lubrication schedule template, lubrication schedule excel, grease schedule worksheet, lubrication route template, preventive maintenance lubrication chart, lubricant consumption calculator, lube route spreadsheet, machine lubrication plan --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json