For the complete documentation index, see llms.txt. This page is also available as Markdown.

Insight & Power BI

Project Insight and the Power BI integration work alongside each other. Project Insight brings the most common performance reports directly inside Aphex, computed server-side, updated every publication. Power BI remains the best option for deeper, plan-level analysis.

What Project Insight covers


These reporting needs are now available directly in Aphex. Where the same metric also appears in Power BI, the table notes it.

Reporting need
In Project Insight
Also in Power BI?

PPC & Task Progress over time

PPC Dashboard

Yes (calendar-day basis)

PPC / Task Progress by Subcontractor & Owner

PPC Dashboard

Yes

Delay breakdown by reason, subcontractor & owner

Delay Breakdown

Partial

Milestone status & movement over time

Milestone Analysis

Yes (Variance template)

Planned Labour / Plant / Material demand

Resources

Yes

How the PPC calculation differs from Power BI

Where PPC and Task Progress appear in both tools, the Project Insight figures are more accurate, and will usually read higher than the Power BI template. The difference comes down to working days vs calendar days.

Project Insight is computed server-side off the full published plan, so it knows each task's working calendar and counts working days only. The result reflects what the team actually committed to.

Power BI runs on the Published Plan API, which (to stay under the data limit on large projects) sends only each task's start and end date. With no working-calendar detail, it spreads progress across calendar days, including weekends and non-working days. This stretches the denominator, so PPC and Task Progress read lower than the plan actually asked for.

Because the calculation runs server-side, Project Insight also scales to large projects that can strain or break the Power BI feed.

What Project Insight doesn't cover yet


For the following, continue to use the Power BI integration:

  • Plan Comparison - compare the full plan between any two Published Versions at the task level. Useful for schedule audits and board reporting.

  • Publication Summary - readying completion, clashes, and blocker counts per user per publication. Useful for publication quality monitoring.

  • Resource actuals - Project Insight currently shows planned Labour, Plant, and Material only. Actuals (fed from the Site Diary) are coming next.

If you already have Power BI connected, these templates continue to work as before.

See also Connect Aphex to Power BI

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