Subcontractor
Who can use this feature?
Task Owners, Assignees and Admins can allocate a Subcontractor to their Tasks.
Project Admins can create and manage the library of available Subcontractors.
Subcontractors can be assigned to Tasks to show who’s delivering the work. They help teams organise, group, and colour Tasks by Subcontractor, making it easier to coordinate and track progress across your plan.
Creating Subcontractors
Creating Subcontractors lets you build a reusable library of Subcontractors to assign to Tasks.
Creating new Subcontractors:
Click your Project Title in the top left, then select
Project AssetsSelect
Subcontractorsfrom the menuClick
Create your Subcontractor by entering a name and assign a colour
The Subcontractor is added to the library of Subcontractors the team can assign to their Tasks
How Subcontractors Work
Subcontractors are a single-select property
Subcontractor acts as a tag to show which company is delivering the work - it’s not a permission-setting field. If you want someone from that company to be able to update progress or edit the Task, add them as an Assignee or an Owner.
Tasks can be coloured by or grouped by Subcontractor across all View types
Archived Subcontractors will no longer be available to add to tasks but will still exist on tasks it was assigned to before the resource was archived
Assigning Subcontractors to Tasks
Assigning a Subcontractor to a Task can show who’s responsible for the work and helps with organising and visualising your plan.
Adding Subcontractors to Tasks:
On the Gantt, use the column picker
to toggle
SubcontractorClick a cell in the column and add a Subcontractor to the Task from the dropdown
See also: Bulk Edits
View Tasks by Subcontractor Colour
Make it easier to see which Subcontractor is responsible for an activity by changing your Task or Work Area colour according to which Subcontractor is completing the Task.
To colour by Subcontractor on the Gantt:
Open a Gantt View
Click
Click
Bar Colourand selectSubcontractor
To colour by Subcontractor on the Board:
Open a Board View
Click
Click
Task Card Colourand selectSubcontractor
To colour by Subcontractor on the Map:
Open a Map View
Click
Click
Work Area Colourand selectSubcontractor
Organise your plan by Subcontractor
Grouping by Subcontractor arranges the Plan by who's delivering each Task. This is possible across all View types, but let's start by looking at Group By Subcontractor on Board.
To Group by Subcontractor on Board:
Click
Select
SubcontractorOptionally, select a different Primary Group, and select
Subcontractoras the Sub-Group
View Subcontractor Demand on the Gantt
Turn on the Resources Overlay to see how many Tasks are planned each day per Subcontractor. You’ll get a clear view of daily workload, plus a breakdown of which Tasks are contributing to it.
View the Resource Overlay by Subcontractor:
Open a Gantt View
Click
and select
Click the
icon on the left to view your Subcontractors
Hover over the numbers to view your Total and Project Utilisation
Click the Resources Configuration icon
to switch between
Tasks in ViewandProject UtilisationHover over the daily quantity value
to see the daily breakdown
What's Shown on Hover
On hover, the daily breakdown includes:
# of Tasks
Number of Tasks in your current View assigned to that Subcontractor on the selected day (respects filters)
# no of Project Tasks
Number of Project-wide Tasks using assigned to that Subcontractor on the selected day (ignores filters)
Task Owner Breakdown
Lists each Task Owner contributing to Project usage
Includes Task Count and percentage of total utilisation for that day
Cell shading
Darker = higher quantity
Lighter - lower quantity
Scale is relative to the values shown in the current overlay
Quantity values are only shown in Day View
In Week, Month or Year mode, cell shading remains but numeric values are hidden
Resource Overlay Configuration Options
Total
The demand for tasks in your current view
Project Utilisation
The demand for your entire project
Hide Un-utilised resources
Removes resources that aren’t assigned to any Tasks from the resource list
Filter by Subcontractor
Filter by Subcontractor to review and manage Tasks related to particular Subcontractors across your plan.
Filter by Subcontractor:
Click
then
Select
Subcontractorin the first dropdownSelect from
Is,Is Not,Is EmptyorIs Not Emptyin the second dropdownSelect your desired Subcontractor in the third dropdown
See also: create & share Views
Performance Breakdown by Subcontractor
Once Subcontractors have been assigned to Tasks, all updates (including Delays, On Track & Improvement events) can be traced back to each Subcontractor. This makes it easy to understand how each Subcontractor is performing across the project.
Aphex Insight
Aphex Insight gives you a live snapshot of Subcontractor performance - no set up required. Automatically see which Subcontractors are responsible for the highest shares of delay and why.
Power BI
User Power BI to build custom reporting on Subcontractor delays and performance, based on data in your weekly Published Versions. Aphex provides free templates as a starting point but everything can be customised to suit your project reporting requirements.
See also: Connect to Power BI
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