• When are My Plans Ready?
  • Enriching and Assigning Data
  • Mapping Plans
  • Validating Plans

When are My Plans Ready?

At Aphex we believe the core goal of lookahead plans is communication. Communicating work, sequences, resources and risks from the small group making plans to the whole project. We know from experience that a certain level of information is needed in lookahead plans to be effective communication tools.

Aphex Planner encourages teams to enrich their lookahead plans quickly and simply by assigning Project Assets to tasks so that it can help communicate those plans to site. Gantt columns are grouped into four "drawers" which reflect the types and priority of the enriched plan data.

The drawers are;

  • Time Data: Time data includes all the basics (start, finish, duration, shift and calendar) and is mandatory on all tasks
  • Key Data: Key data is the minimum required enrichment for effective communication of plans. Key data includes Location, Work Area and Subcontractor.
  • Extended Data: Extended data are optional enrichment fields that may vary in importance based on the specifics of your project. This includes Quantities, Resources and Comments
  • Grouping Data: Grouping data is everything that drives the structure of the plan is critical to communication. This includes WBS, Owner, Parent and External ID.
Did you know? You can check your Project Strength at any time in the Notification centre

Enriching and Assigning Data

Enriching plans with the required information to have them ready is fast and simple using the gantt columns. Simply, apply the drawer that you want to focus on and enter the data in the cells. Copy and paste works across all fields using (CTRL+C and CTRL+V)... even resources.

Did you know? There are easy hotkeys to quickly show or switch between each of the planning drawers. Check out the tips and tricks section.

Mapping Plans

Mapping plans is what we call drawing the work areas for each of your tasks. This step is crucial in helping the whole project understand your plans.

To map your plans, first make sure a Location is selected. Then select the + Work Area option.

Click to draw a work area for the space that you and your team need to execute this task. You can also switch drawing tools from polygon to square and circle.

Once your work area is drawn, it is automatically saved and the modal can be closed.

You can edit a work area by clicking and dragging any of the corners. You can also make mapping plans lightening quick by filtering to work that happens in the same area and using copy paste to save drawing work areas for every task.

Did you know? Planner helps you avoid clashes by showing where other work is happening at the same as the task you are mapping. Handy right?

Validating Plans

As a final step before getting back to site, it is a good idea to validate that your plans are realistic and workable. Doing this can avoid delays before they occur.


Aphex Planner will help you do this by firstly, checking your plans against all the plans on the project to make sure that none of your work clashes with other plans.

If a clash exists the bars will turn red and it will appear in the notification centre.

Applying Clash Mode will focus your work down to the clashes or issues.

Selecting any task will show the clashing and available days in the cells of that row. To present this, Aphex Planner is checking all the work across the project that is happening with overlapping work areas to your selected task.

Double clicking any task will inspect it and will allow you to see the names of any clashing tasks as well as the work areas that they occupy.

By using the information about when that space is available from the gantt cells and the physical space needed from the work area you can make a completely informed assessment of what task should go first or if the work areas can be amended to happen concurrently.

In the rare event that the tasks can happen at the same time even through they are technically clashing, users can mark the clash as "non-conflicting". Marking a clash as non-conflicting will cause Aphex Planner to ignore clashes between these two tasks.

  • Editor type Users can mark any clash as non-conflicting provided they own both tasks or they are the manager of the owner(s)
  • Editors that own or manager one of the two clashing tasks can mark the clash as non-conflicting, however, Aphex Planner will require the other owner to take the same action before confirming this
  • Project Administrators can mark any clash as non-conflicting
  • Viewers cannot mark any clash as non-conflicting

Resources and Sequences

Aphex Planner can also help you validate your plans against the resources that are available. Applying the Resources overlay will show exactly the resources and subcontractors assigned to work.

Applying the Pathways or Performance Overlays can identify slippage from earlier plans or opportunities to tighten the plan.

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