View Controls

Search

You can search for a task by Name, Aphex activity ID or External ID.

You can only search for tasks within your current view. Tasks that match the search criteria will be highlighted in yellow.

Search is not case sensitive.

Filter

You can filter the plan so that only work matching the selected filters is shown on the Gantt.

Deactivated users and archived packages and assets are excluded from the filter. The filters you can choose from are:

Filter	Sorting in menu
Package	Chronologically (By creation date)
Folder	Same as project assets page
Owner	Alphabetically
Subcontractor	Alphabetically
Assigned to	Alphabetically
Location	Same as project assets page
Resources	Labour + plant + material Same as project assets page
Shift	Chronologically
Status	Chronologically
Calendar	Same as project assets page
Delay Reason	Same as project assets page
Blocker	Same as project assets page
Blocker Status	Chronologically
Tags	Same as project assets page

Enabling ‘Missing Data’ will show only tasks that are missing Required Fields.

Zoom

Day/Week/Month

You can change the Gantt’s zoom with the Day/Week/Month toggle. This will alter the timeline format of the Gantt and the size that task bars appear.

The Gantt will zoom in and out based on a fixed point in the middle of the visible Gantt.

Spaces

Using the Space Selector, you can choose from viewing just your work, all work in the project or work in custom teams.

By default, your last viewed space will be automatically selected when you reopen your project.

Reordering groups in any space will only reorder your view.

Personal Spaces

The personal spaces you can choose from are:

Space	Description
Owned Tasks	Tasks owned by you
Assigned Tasks	Tasks you've been assigned
My Tasks	Tasks you own and Tasks you've been assigned
All Tasks	All tasks in the project
Tasks For Review	Tasks owned by users you are the reviewer for

Team Spaces

Viewing work by Team will show tasks owned by members of that Team.

By default, Teams you are a member of will be pinned in your space selector.

Overlays

You can add an extra layer of information to the Gantt with an overlay.

The overlays you can choose from are:

Overlay	Result
Critical Path	Milestones and any predecessors turn gold to highlight the short-term critical path. All other tasks turn blue.
Resource	For each day, see the quantities of labour, plant or material allocated to tasks in the plan.
Baseline	Compare the original position of tasks from previously published versions and imports to the live plan

Resource Overlay

You can view labour, plant, material and subcontractor allocation within their respective tabs of the resources overlay.

You can choose the data shown in the resource overlay:

Option	Function
Displayed Task Utilisation (default)	Total resource allocation will only reflect Tasks in your view
Project Utilisation	Total resource allocation includes all Tasks outside of your view
Hide Un-utilised Resources	Removes resources that aren’t assigned to any Tasks from the resource list

Resources in the overlay are sorted in two levels:

• First by usage - resources assigned to a Task are ordered before unassigned resources

• Then, alphanumerically

Each number block is colour coded to represent the relative amount of resource allocation, the lighter the shade of purple, the greater the resource allocation is for that time period.

Colour coding is relative to resource allocation of resources within the same group (or line)

The resource overlay cannot be printed to PDF.

Critical Path Overlay

The Critical Path Overlay allows you to highlight the short term critical path to any Milestone (or a selection of Milestones) within the plan.

Depending on your Gantt Date Range, different Milestones will be available to highlight in the Critical Path Overlay menu. If a Milestone is not included in the current dates you're looking at, it will not appear as an option to highlight within the Critical Path Overlay menu.

Specific Milestones can be revealed by using the Search from within the Critical Path Overlay menu.

Task Colour

By default, tasks on the Gantt and Map are colour-coded by Owner. You can also choose for tasks to be colour-coded by subcontractor or shift.

The colour of tasks for each preset is dictated by:

Option	Colour
Owner	User chosen colour (from User Settings)
Subcontractor	Same as project assets
Shift	Preset

Date Range

You can configure the visible dates of the Gantt and Map by using the date selector.

By default, the date range is set to your project’s lookahead period plus a week on either side.

There are two types of dates you can set, Rolling or Custom. Any active Rolling Date Range will be saved between visits.

Gantt

The Gantt & Clashes date selector has a range of options:

Option	Range	Rolling Range
Lookahead	Prior Week + Current Week + (Project Lookahead Period - 1 Week)	Weekly
Next 30 Days	Last 7 Days + Next 30 Days	Daily
Next 3 Months	Prior Week + Current Week + Next 12 Weeks	Weekly
Next 6 Months	Prior Week + Current Week + Next 25 Weeks	Weekly
Next 12 Months	Prior Week + Current Week + Next 51 Weeks	Weekly
All Future Tasks	Last 7 Days + All Future	Daily
Project To Date	From First Task + 7 Days into the Future	Daily
Custom	Custom dates selected by the user	Never

Map

The map date selector has a unique set of options:

Option	Function
Lookahead	Current Week + (Project Lookahead Period - 1 Week)
Today	Today's Date
This Week	Monday to Sunday of the Current Week
Next Week	Next Monday to Sunday (1 week into the Future)
Custom	Custom dates selected by the user
Advance Selected Range	Move the date range forwards and backwards by your selected range

Structure

You can choose how you view the plan by setting the structure.

The primary and sub-groups you can pick from are:

• Folder

• Location

• Owner

• Package

• Shift

• Subcontractor

Hide Empty Primary Structure

Hide Empty Structure prevents Primary Groups that contain no Tasks within your time period from appearing on the Gantt.

Reveal Empty Subfolders

The count of hidden, empty Subfolders will be displayed on hover of the parent Folder. Any empty subfolder can be added to the Gantt.

Flatten Folders

Flattening the Folder tree will transform the view from Subfolders being nested under their parent Folders, to all Folders & Subfolders appearing at the same level.

The Folder hierarchy can be inferred by looking at the Folder path found at the top of each Folder Row.

Row Height Preference

You can change the scale and spacing of Tasks on the Gantt.

There are three options:

Comfy	Large row height and text - fewer tasks and more space
Default	The default row height
Compact	Smaller row height and text - fits more work on the page

Your selected Gantt scale will apply to all Projects that you view in planner, it does not change the Gantt scale for other users on the Project.

Saved Views

Each time you end your session, all of your active View Controls will be remembered for your next visit.

The Gantt, Map and Clashes page will each have their own remembered view.

Here is a full list of the options saved in between sessions:

Saved Property	Gantt	Map	Clashes
Space	✓	✓	✓
Grouping	✓	✓	-
Grouping Collapsed State	✓	✓	-
Overlay	✓	✓	-
Bar/Work Area Colour	✓	✓	-
Zoom	✓	-	✓
Filters	✓	✓	✓
Columns	✓	-	✓
Column Width	✓	-	✓
Folder Dropdown Width	✓	✓	✓
Custom Group Order	✓	-	-
Location Map and Zoom	-	✓	-
Basemap	-	✓	-
Layer Visibility	-	✓	-
Date Range (Rolling Only)	✓	✓	✓
Date Range (Custom Dates)	-	-	-
Milestones Summary Panel Configuration	✓	-	✓

Tidy Up

When making changes to your plan, Tidy Up reapplies the default sorting order and any selected filters.

By default, when editing, Aphex locks tasks in view so that they don’t disappear when you’re making changes or resolving clashes. After selecting Tidy Up, tasks that don’t meet the selected filter and the chosen view will no longer be visible on the Gantt, and all updated tasks will be repositioned into the correct sort order.