Progress Updates

Progress Updates can be recorded to represent any delays and improvements made to a Task over time. As the plan progresses the team can log updates to keep the plan accurate and allow for a deeper understanding of the leading causes of delay and who's responsible.

Adding Delays to Tasks

Delays can be added to any day of a Task to show it's no longer on track to finish as planned. Just hit the Thumbs Down, choose a Delay Reason, log the days of impact and add optional comments or photos. It'll update the schedule automatically ad start building your delay history. Delays can be added to a Task from anywhere in the project, but let's start by looking at recording a Delay from List View.

To Delay a Task from List View:

• Open a List View

• Click on the Task card

• Configure your delay by selecting a Delay Reason, impact type, days of impact, comments, images and record date

Adding Improvements to Tasks

Use the Thumbs Up to mark a Task as On Schedule. You can log that work went ahead as planned or even ahead of schedule, and optionally pull the end date in if things are moving faster than expected. Improvements can be added to a Task from anywhere in the project, but let's start by looking at recording one from List View.

To Improve a Task from List View:

• Open a List View

• Click on the Task card

• Configure your On Schedule or Shorten event by selecting an impact type, days of impact, comments, images and record date

Delaying Promised Tasks

Changing the dates of a Promised Task will automatically trigger a Progress Update. Changing the dates of Promised Tasks in a chain will trigger an option to apply Progress Updates to other Tasks that are Promised in the chain.

To delay a promised Task:

• Update the end of a Promised Task

• Configure your Delay by selecting a Delay Reason, impact type, days of impact, comments, images and record date

• If you have additional Promised Successors, choose Yes to apply the same delay to the linked Tasks

• Select No to only apply the delay to the specific Task you edited

Progress Update Visualisation

When a Progress Update is added, the Task Colour for that day will change to show the Progress Update added for that day. Red represents a Delay and green represents On Track or Shortened.

To see Progress Updates from the Gantt:

• Open

• Make sure that Show Progress Updates is enabled

• Days with delays turn red

• Days that are On Track or Improved turn green

• The Net Delay Number is shown as a on the end of the Task Bar

View the Delay History of a Task

Each Task keeps a running record of delays, improvements and updates - including who made the change, when it was logged and what the impact was.

To see the log of all Task Progress Updates:

• Right Click a Task and select View Details

• Click the icon to open the Activity Log

• See a chronological list of all Delays and Improvements added to the Task over time

Deleting Progress

If a delay or improvement was logged by mistake, it can be removed from the Task. The original event itself will still be visible in the Task's activity log as a past record, but the delay & impact will not count on the Task any longer.

Delete a Progress Update:

• Open the Task in the right-hand panel and click

• Hover over the Progress Update and click the ...

• Click Delete

Create Custom Delay Reasons

Creating Delay Reasons lets you build a reusable library of Delay Reasons to add when adding a delay to Tasks.

Creating a new Delay Reason:

• Open the Delay Reasons page, then click

• Create your custom Delay Reason by entering a name and selecting a category

Filter by Delay Reason

Once Delays have been logged, you can filter any View to show Tasks impacted by specific Delay Reasons - or simply highlight all Tasks that have recieved any Delay at all.

Filter by Delay Reason:

• Click and

• Select Delay Reason in the first dropdown

• Select from Is, Is Not, Is Empty and Is Not Empty in the second dropdown

• Select your desired Delay Reason in the third dropdown

Report on Delays

As the team starts to record delays against Tasks, all updates (including Delays, On Track & Improvement events) can be traced back to the responsible Task Owner or Subcontractor. This makes it easy to understand how all parties are performing across the project.

Power BI

User Power BI to build custom reporting on 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.

Aphex Insight

Utilise Aphex Insight to track Delay Concentration by Delay Reason. See trends and drill down into specific Tasks to identify which Delay Reason has the highest delay concentration.