Overview

  • What is your Plan Structure?
  • Types of Work
  • Grouping
  • Sorting
  • Filtering

What is your Plan Structure?

Plan structure is the hierarchy that helps present large and complex plans in a format that can be understood by everyone. In order to keep plans in a clear and simple structure Aphex Planner applies the visible structure based on attributes assigned to the tasks. In this way, it is similar to a pivot table, no need to drag and drop to sort and group your work. This approach also allows structuring to be changed or re-pivoted to suit the reader's needs with a single click.

Types of Work

Aphex Planner has two types of work, Tasks and Subtasks. Both can be used to represent work and can be used interchangeably to build plans.

For projects that import data from their master schedule, Tasks will be used to represent the master schedule activities and can be broken down into Subtasks.

This can be done whilst keeping in tact the link to the master schedule via the External ID field that is passed to the Subtasks.

Using the fields in the Grouping drawer, tasks can be structured by assigning different WBS, Owners or Parent. Most users can transfer work they have edit rights for to any users but cannot take work from other users. All Subtasks can be sent to different anther parent that a user owns.

In order to keep plans logical and structured throughout the project some rules are applied to the data that can be assigned to Tasks and Subtasks;

Tasks without Subtasks

  • Start
  • Finish
  • Duration
  • Calendar
  • Shift
  • Subcontractor
  • Location
  • Work Area
  • Resources
  • Quants
  • Comments
  • WBS
  • Owner
  • External ID

Tasks with Subtasks

  • Start (read only)
  • Finish (read only)
  • Duration (read only)
  • Comments
  • WBS
  • Owner
  • External ID

Subtasks

  • Start
  • Finish
  • Duration
  • Calendar
  • Shift
  • Subcontractor
  • Location
  • Work Area
  • Resources
  • Quants
  • Comments
  • WBS (read only from parent Task)
  • Owner (read only from parent Task)
  • External ID (read only from parent Task)
Did you know? Using the Breakdown feature Subtasks can inherit the attributes of the parent Task

Grouping

Grouping describes which of the data fields is used to structure the visible tasks. Think of it like the folders that tasks sit in. Aphex Planner allows two grouping options currently; WBS and Clash (Location). By default work is grouped by WBS.

In Deliver Mode, work is always grouped primarily by Owner and then WBS. The WBS tree is compressed to make the plan easier to read. The full tree can always be seen on each of the WBS rows.

In Oversee Mode, the full WBS tree is visible in the gantt table at all times.

Did you know? We are working to release Packages. Packages are a way to structure work the way you want. If you work across multiple areas or your team thinks about their work differently to the project WBS, Packages will change the game for you.

Sorting

Sorting is about keeping plans logical. After studying hundreds of plans, planners and engineers, it is clear that start date sort (aka waterfall) is the best sort order for fast and clear understanding and communication.

Aphex Planner applies a permanent sort by start date. As you are editing or building your plan you may find that some tasks do not automatically jump into the sorted order as you make changes. This is intentional and is designed to minimise tasks unexpectedly jumping off the view or changing order.

Once your changes are made, the sort by start date can be reasserted by clicking in the top left or simply refreshing the page.

Filtering

Filtering is the most powerful way to focus your attention on what matters. The space on your screen and in your mind is limited (unfortunately 🤯 ) so working with hundreds of tasks concurrently overcomplicates things.

Narrowing down work using quick filters is simple. In Deliver Mode, this is located at the top left of the gantt table and is simplified to the Project Assets used by your team.

Whilst in Oversee all filters are exposed across the top of the header for ultimate power.

Did you know? In Deliver mode, Aphex Planner applies a permanent filter to Users in Your Team to jump straight to what matters.

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