Published Versions and Shared Plans
Published Versions
Each Published Version will be an exact copy of the plan when the publication was created.
Published Versions are read-only and cannot be edited or updated. However, they are still interactive.
Publications will be a replica of the live plan, except for the following exclusions:
Clashes
Documents
Comments
Team Spaces
Saved Column Configs
Blockers Summary Panel
Milestone Summary Panel
Deleting Published Versions
Once a Published Version has been deleted, it cannot be restored.
The related baseline overlay is also deleted, and all access to the Publication is blocked (including the Shared to Web version).
Name
The first Publication will be named Published Version 1 by default, and the version number will increase as new Publications are generated. Versions can be renamed.
Publication Routine
Frequency
Projects set a recurring target for when users should create a new Published Version.
To enable the Publication Routine, the weekday, time, timezone and frequency (from 1-12 weeks) must be set. The timezone will be set by default to the user's local time.
Deadline
Once the routine has been enabled, all project users will see the exact date and time of the next Publication deadline in their local time.
If the next Publication is not created by the deadline, the Publication will become overdue. Once an overdue Published Version is created, the next Publication deadline will automatically adjust to the upcoming week.
No Routine
If the project routine is disabled, a new Published Version can still be created. The following will be excluded from any versions created outside of a routine:
Ability to Ready plans
Ability to Review plans
Ability to check if there are unresolved issues in the plan
Publication Requirements
Required Fields
Projects set the task fields that are required for Publishing. For an owner's plan to be ready for Publication, the required fields for each task within the lookahead period are expected to be completed.
The required fields to choose from are:
Subcontractor
Location and Work Area
Folder
Labour
Plant
Material
Package
Assignee
If a user leaves a required field empty, the task will be flagged as Missing Data.
Lookahead Period
The lookahead period is the window of time where all plans are expected to be kept up to date.
Only tasks within the lookahead period are checked for Missing Data or Clashes.
The lookahead period becomes the default Gantt date range for everyone on the project.
Shared Plans
Public Plans
Published Versions can be Shared to Web to allow anyone (including non-Aphex users) to view and interact with the plan. Each 'Shared to Web' plan has a unique URL that can be sent to recipients and opened immediately using any web browser. Recipients can adjust their view of the plan.
Turning off Shared to Web will block everyone from attempting to open the plan using the Shared URL.
No ArcGIS or WMTS Layers are visible in Shared to Web Published Versions.
Controlling Public Data
Public access to certain information inside a shared plan can be controlled:
Baselines
Allow guests to see all historic baselines from previous versions and imports
Progress Updates
Allow guests to see all Progress Updates (delays & improvements) recorded on tasks
Views will not be applied to published versions. Any configured date range, filter, structure, zoom, grouping, or overlays must be manually set.
Last updated