Querying the Plan APIs

Our APIs follow the essence of REST and all queries must be made via HTTPS to pass the endpoint security rules.

Endpoints query rules and response structure can be accessed from the following page;

Use this endpoint to revoke a previously generated Access token

(f) solicit any users of our Services for commercial purposes;

(g) misrepresent yourself (or any other user) or disguise the origin of any data, content or other information you submit (including by "spoofing", "phishing", manipulating headers or other identifiers, impersonating anyone else, or falsely implying any sponsorship or association with us or any third party) or access the Services via another user's account without their permission;

(h) use the Services for any illegal purpose or in violation of any laws (including without limitation data, privacy and export control laws);

(i) use the Services to violate the privacy of others, or to collect or gather other users' personal information (including account information) from our Services;

(j) submit (or post, upload, share or otherwise provide) data, content or other information that (i) infringes our or a third party's intellectual property, privacy or other rights or that you don't have the right to submit (including confidential or personal information you are not authorized to disclose); (ii) that is deceptive, fraudulent, illegal, obscene, defamatory, libelous, threatening, harmful to minors, pornographic, indecent, harassing, hateful, religiously, racially or ethnically offensive, that encourages illegal or tortious conduct or that is otherwise inappropriate in our reasonable opinion; (iii) contains viruses, bots, worms, scripting exploits or other similar materials; or (iv) that could otherwise cause damage to us or any third party;

(k) promote or advertise products or services other than your own without appropriate authorisation;

(l) use meta tags or any other "hidden text" including our or our suppliers' product names or trademarks;

(m) permit or encourage anyone else to commit any of the actions above; and

(n) otherwise perform or assist any unauthorised act or action that may cause any harm or disrepute to our brand or reputation.

Without affecting any other remedies available to us, we may, without recourse, permanently or temporarily terminate or suspend your account or access to the Services without notice or liability if we (in our sole discretion) determine that you have violated this Acceptable Use Policy.

2.1 Unless the context requires otherwise, defined terms in the Aphex Platform Terms & Conditions have the same meaning in this Service Level Agreement and the following definitions also apply:

Availability means:

Availability Target means 99.5% per month.

Downtime means the number of whole minutes within the relevant calendar month that you are unable to access the Target Services. Downtime does not include the time that the Target Services are unavailable due to Scheduled Downtime, Emergency Maintenance or an Excluded Event.

Emergency Maintenance means any maintenance deemed necessary to protect and maintain the security or integrity of the Target Services.

Excluded Event means each of the following:

(a) failure caused by any software, hardware or other components outside our network or not provided by us;

(b) any trial or beta software, including any Experimental Services (being any software released to the market for testing and feedback);

(c) any event or circumstance which is beyond our reasonable control including but not limited to, acts of God including fire, hurricane, typhoon, earthquake, landslide, tsunami, mudslide or other catastrophic natural disaster, civil riot, civil rebellion, revolution, terrorism, insurrection, militarily usurped power, act of sabotage, act of a public enemy, war (whether declared or not) or other like hostilities, ionising radiation, contamination by radioactivity, nuclear, chemical or biological contamination, any widespread illness, quarantine or government sanctioned ordinance or shutdown, pandemic (including COVID-19 and any variations or mutations to this disease or illness) or epidemic.

(d) any resource reduction directed and approved in writing by you despite our written notice that such reduction may result in that failure or less than optimum performance;

(e) any modification, revision, variation, translation or alteration of the Target Services that is not authorised by us;

(f) failure of access circuits to our network or upstream providers, unless such failure is caused solely by us;

(g) your acts or omissions (or the acts or omissions of others engaged or authorised by you), including, without limitation, any negligence, wilful misconduct, or use of the Target Services in breach of the Aphex Platform Terms & Conditions;

(h) outages elsewhere on the internet that hinder or prevent access to the Target Services or your Account;

(i) failure caused by Your Data;

(j) failure caused by third party products or services; and

(k) IP address blacklisting by third parties.

Failure means that we have failed to achieve the Availability Target for the Target Services in the relevant calendar month.

Scheduled Downtime means planned maintenance or upgrades to the Target Services in accordance with advance notice provided to you by us.

Service Credit means any fee rebate or refund, as determined in accordance with clause 3.3.

Service Credit Request has the meaning given to it in clause 3.2.

Total Minutes means the total number of minutes in the relevant calendar month.

3. Service Level - Availability

3.1 During the term of the Aphex Platform Terms & Conditions, we will use commercially reasonable efforts to provide you with the Target Services in accordance with the Availability Target.

3.2 Where we fail to meet the Availability Target in 2 consecutive calendar months, you may terminate the Aphex Platform Terms & Conditions and cancel your Account with us by giving us 30 days’ written notice. In such event, we agree to provide you with a prorata refund of any Fees paid in advance by you to us.

3.3 You acknowledge and agree that the remedy set out at clause 3.2 will be your sole and exclusive remedy against us arising from or in connection with our failure to meet the Availability Target.

Creating & Editing Tasks

Next up: start adding new Tasks or editing existing ones.

• Add Tasks inside your project's existing structure by clicking Add Task

• Open the Column Picker to view and edit Task information

• Select tasks and use the multi-select to apply edits in bulk

• Draw links between your Tasks to create relationships

• Drag Task Bars to adjust dates & sequences

Ready your Plan

Once your Tasks are up to date, mark your plan as ‘Ready’ to show your team it’s good to go for the Weekly Published Version.

• Check the upcoming deadline in the top-right for when you have to be Ready by. Typically this will line up with your existing short-term planning cycle.

• Resolve any Missing Data, Clashes or Overdue Blockers

• Once you're happy to be accountable for your plan, you can mark your Tasks as

Share your Plan

Once your Admin publishes the official Weekly Version, you can share the plan with anyone, even if they’re not using Aphex.

• Copy the public URL to your Weekly Version and share with non-Aphex users

• Open and select Print View to generate a PDF

• Under View Options you'll also find Export Tasks to CSV

Record and Track Progress

As work proceeds and the plan changes, keep your tasks up to date by recording delays and improvements.

• Extend your Promised Tasks or use the Thumbs Down to log a delay

• Use the Thumbs Up to log an Improvement or On Schedule

• Mark Tasks as completed by changing the Status to

• Open to turn on the Baseline to compare the live plan to previous weeks

Use grouping to organise your Task List around what matters most. Sort Tasks by the team doing the work, where they're happening or how they're tracking.

To change how List is organised:

• Click in the top left

• Select from Subcontractor, Owner, Schedule, Location, Package, Folder or Shift

• Tasks and Groups will reorganise automatically

Set Visible Task Properties

Choose what Task details appear on each Task Card in List View. Show only the properties that matter for the day and hide all the rest.

To hide or reveal properties:

• Click at the top left of the List

• Toggle any property you'd like to display on the Task Cards

• Use the ⋮⋮ drag handles to reorder the properties on the Task Cards

• Optionally, click the > beside the property to open more options

• Use the to hide specific values within that property from view

Recording Task Progress from Daily Lists

Track daily progress in List View with a simple thumbs up or down. Every update adjusts the task, schedule, and reporting, automatically.

To record Task progress from List:

• Locate the Task you want to update

• Choose to mark it on track or improved, or to record a delay

• If delayed, select a reason, add the number of impacted days, and optionally include a comment or photo

See also: Progress Updates

Filter your Daily Lists

Filters in Aphex let you show only what matters, whether that’s Tasks with certain properties, or ones that are missing something. Keep it simple or build something more detailed, it's up to you.

To filter a List View:

• Click at the top of the List

• In the dropdown that appears select and choose the property you'd like to filter by

• Change the logic from options like or to or to hide or reveal the relevant Tasks

• Click to swap between and

See also: creating & sharing Views

Creating tags lets you build a reusable library of Tags to assign to Tasks.

To create a new Tag:

• Click your Project Title in the top left, then select Project Assets

• Select Tags from the menu

• Click

• Create your custom Tag by entering the name and assign a colour

• The Tag is added to the library of Tag the team can assign to their Tasks

Assigning Tags to Tasks

Tags can be added to Tasks to help group and organise work across your plan, they’re a flexible way to highlight key information without changing the structure.

To assign Tags to Tasks:

• On the Gantt, open the column picker and toggle Tags

• Click a cell in the column to add a Tag to the Task from the dropdown

See also: Bulk Edits

Filter by Tag

Filtering by Tags lets you focus on specific Tasks based on what’s been added to them. It’s a quick way to review and manage work related to a particular Tag across your plan.

To Filter by Tag:

• Click then

• Select Tag in the first dropdown

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

• Select your desired Tag in the third dropdown

See also: create & share Views

Some colleagues are still using email/password authentication while others SSO

Scenario: SSO has been enabled, but some team members continue to log in using email and password instead of being redirected to SSO.

Most likely cause: These colleagues have email addresses from domains that weren't included in your SSO configuration.

Why this happens: Only domains that have been verified as part of the SSO setup process will trigger enforced SSO workflows. Construction teams often use email aliases for joint venture projects or project-specific emails (e.g., [email protected] vs [email protected]). If the joint venture domain wasn't included when SSO was set up, those users won't be subject to SSO enforcement.

Resolution:

1. For administrators: Review which domains were registered during SSO setup. You can view and modify these settings in the Aphex admin console, or contact [email protected] to add any missing domains that should be subject to SSO.

End users getting "unauthorised" error from Microsoft/IdP after login attempt

Scenario: User attempts to log in, gets redirected to identity provider (e.g., Microsoft), but receives an "unauthorised" error screen.

Most likely cause: The user hasn't been assigned to the Aphex application in your identity provider.

Why this happens: For authentication to succeed, your identity provider needs to confirm both who the user is and that they have permission to access Aphex. This permission is controlled by application assignments within your IdP.

Resolution:

1. For end users: Contact your internal IT team to request access to the Aphex application

2. For administrators:

   • Log into your identity provider (e.g. Microsoft Entra, Okta)

   • Navigate to the Aphex enterprise application

   • Assign the user or their group to the application

   • Refer to step 4 in our guide for detailed instructions

Logging in with one email but accessing a different account

Scenario: User logs in with [email protected] but gets logged into an account for [email protected], or receives an error about the @company1.com account being unauthorised.

Most likely cause: The primary identifier returned by your identity provider differs from the email address the user is attempting to use for login.

Why this happens: When a user enters any email address from a domain configured for SSO, Aphex routes them to your identity provider. However, the identity provider returns its own primary identifier for that user (which might be their main corporate email), regardless of which alias they used to initiate login.

Resolution:

1. For End Users:

   • Check which email address your Aphex invitation was sent to - this indicates the account you should be accessing

   • Ask your administrator which email address was used when your account was set up

   • Use that primary email address for login

2. For administrators:

   • Review what identifier field is being mapped from your IdP to Aphex (user principal name, primary email, etc.) in the Aphex admin console

   • Ensure users understand which email address corresponds to their Aphex account

   • Consider whether the current mapping strategy aligns with how your users expect to access the system

Log In Steps

1. Head to the Aphex log-in page (app.aphex.co)

2. Enter your email address in the login form and submit

3. You will be redirected to your Identity Provider (Microsoft, Okta, etc) to confirm your identity

4. Once completed, you will be redirected back to Aphex in a logged-in state

Troubleshooting

If you have issues with logging into Aphex via SSO, please check the following possible issues;

1. Unable to proceed past the login page with no visible errors:

   • This usually means you have attempted an invalid login method (such as email/password) while SSO is enabled.

   • The most common cause is your browser attempting to autofill and auto-submit your email and password.

   • To solve this, please delete the saved password in your password manager

2. User does not exist error:

   • This usually means that the email address returned by the Identity Provider does not exist in Aphex.

     • This could indicate that you are a new user and can head to the Sign Up page, or

3. Successful login but cannot find your usual projects

   • This usually means that the email address returned by the Identity Provider does not match your usual one in Aphex.

Enter your new password, confirm it and hit Continue

Your Aphex password will now be updated accordingly!

Select from Day, Night, Afternoon or All in the third dropdown

To export a Live plan:

• Open your preferred view and click

• Select

Exporting Published Versions

Exporting a published version lets you download plan data exactly as it was at the moment it was published. The export will reflect whatever filters and dates you’ve set at the time.

To export a Published version of a plan:

• Open any Published version and Click

• Select Export Tasks to CSV

See also: Publishing

Exporting Resources

Export the Resource Overlay to get a daily breakdown of Labour, Plant, Materials, or Subcontractors based on your current view and filters.

To export Resources:

• Navigate to the Gantt view and select

• Click and select the desired resource

• Select and click

See also: Resource Overlay

Exporting Folders

Exporting a project’s folder structure creates a CSV file with each Folder’s name and code, making it easy to review or reuse your Folder setup.

To export Folders:

• Click your project title in the top left

• Select Project Assets

• Open the Folders page from the menu

• Select

See also: Folders

Exporting Blockers

You can export Blockers from the live Gantt, and the file will match whatever filters and dates you’ve set at the time.

To export Blockers:

• Navigate to the right-side of the Gantt and click

• Click the configuration icon and select

See also: Blockers

Exporting Milestones

You can export Milestones from the live Gantt, and the export will reflect the filters and date range you’ve set at the time.

To export Milestones:

• Navigate to the right-side of the Gantt and click

• Click the configuration icon and click

See also: Milestones

Creating Milestones

To create a Milestone, convert any existing Task or Subtask, or import Milestones directly from your Master Schedule.

Create a Milestone from the Gantt:

• Hover over the task name

• Click and select Convert to Milestone

Milestone Target Dates

Each Milestone can be assigned a Target Date: the original or ideal date you’re aiming for, often pulled from a Master or Contract Schedule. The Target Date marker changes colour based on performance, helping you see at a glance how things are progressing against the plan.

To set a Target Date:

• Right click a Milestone and select View Details

• In the Task Panel that opens, locate the Target Date section

• Toggle Set Target Date

• Pick the date

To See Target Date Variance on the Gantt:

• If your Milestone has slipped the Target Date marker will appear as

• If your Milestone is on track, Target Date marker will appear as

• Use the +/- indicators to see how many days a Milestone is ahead or behind

Tracking Milestone Performance

Use the Milestone Panel to compare current Milestone Dates to Target Dates, or pervious Weekly Versions to see how things have shifted over time - and spot the impact of today's changes on future Milestones, even if they're outside of your View.

Open the Milestone Panel:

• On the Gantt, select the Milestone Icon in the right-hand panel

• This opens the Milestone Panel, showing Milestones across the Project

• Click the ⌄ next to any Milestone to expand its history and see how it’s changed over time

  • Open the config menu to toggle filters for delayed or improved Milestones

Target Date Comparison:

• In the Milestones Panel, click into the Compare To dropdown

• Select Target Date

• Instantly see how many days ahead/behind for each Milestone, compared to their Target Dates

Baseline Comparison:

• In the Milestones Panel, click into the Compare To dropdown

• Select Previously Published Version

• Instantly view the variance between current and baseline dates

See also: Export Milestone Data

Critical Path Overlay

Turn on the Critical Path Overlay to highlight the short term path to any Milestone. The critical path will light up in gold, and everything else fades to blue - so it's easy to see what's critical and what's not. You can view paths for all Milestones or focus on one at a time.

To turn on the Critical Path

• Open the Gantt and click

• Select Critical Path to highlight all Milestone paths in gold

• Or click the > to choose specific Milestone pathways to highlight individually

Filter to Milestones

To set a Milestone filter:

• Click and

• Select Milestone in the first dropdown

• Select from Is True or Is False in the second dropdown

Pre-made Milestones View:

Your Project comes with a pre-made Upcoming Milestones View.

• Click + Views within the open View Tabs

• Select Upcoming Milestones View

See also: creating & sharing Views

Start by selecting your CSV file or copying data directly from your spreadsheet.

To upload your data:

• Click your Project Title in the top left

• Select Import Tasks

• Choose between Upload a CSV or Copy and Paste

• Upload your CSV file, or paste your data into the importer

• Select

Map your data to Aphex

Aphex will scan your spreadsheet and show the columns it found. Just match each one to the right Aphex property - like Task Name, Start Date, or Shift. You only need to map what you’re using.

To map properties:

• Choose which columns in your spreadsheet match Aphex properties like Task Name, Start Date, End Date, Subcontractor, Shift, or Package.

• If needed, toggle Exclude up to row to skip up to the first 10 rows - handy if your file includes notes or headers before the actual data starts

• Select

Confirm your Tasks

Get a quick sense check of what you’re about to create. We’ll show you a preview of the task names, dates, and any mapped fields so you can confirm it’s all as expected.

To complete the import:

• Review the Tasks you're about to import

• If you're happy, select to add your Tasks to the Plan

Notification of Errors like 'Disconnected from Server' or 'Internal Server Error'

Good news! We've found most of these issues are resolved after taking some minor steps below to check the health of your browser.

Turn off any browser extensions when you're accessing Aphex

• Microsoft Edge

• Google Chrome

Ensure your browser is updated to the latest version

• Google Chrome

• Microsoft Edge

Clear your browser's cookies/history/cache

• Google Chrome

• Microsoft Edge

Test accessing Aphex from another browser or from an Incognito window

• Google Chrome

• Microsoft Edge

Hard refresh Aphex in your browser

Network Access Issues

If you've given all the troubleshooting steps above a shot and you're still stuck, then it's likely some of the services or technology we require to run Aphex are being blocked by your device or company IT security.

We'd recommended unblocking and (or) whitelisting the following domains from HTTPS/SSL inspection:

• aphex.co

  • Inc. subdomains: app.aphex.co, help.aphex.co

• .cloudfunctions.net

• https://firestore.googleapis.com

• https://storage.googleapis.com/aphex-prod.appspot.com

• https://storage.googleapis.com/aphex-prod-aus.appspot.com

• api.workos.com

Also, if it's specifically the Aphex Chat Messenger that's not loading, unblocking and(or) whitelisting these domains from HTTPS/SSL inspection should do the trick:

• api-iam.intercom.io

• widget.intercom.io

If you'd like a hand liaising with your company's IT tech to get things diagnosed and sorted, we're more than happy to help! Feel free to copy us in, or drop us a line directly on [email protected]

1. Member attempts to log in to Aphex with an email at a registered SAML SSO domain

2. Aphex enforces login via SAML SSO

3. Aphex sends a SAML request to the identity provider

4. The identity provider checks this member's credentials

5. The identity provider sends a response to Aphex to verify the member's identity

6. Aphex accepts the response and logs the member into their Aphex account

7. If the user is new, they will be provisioned in

Note: Aphex uses SAML 2.0 for all SAML SSO configurations. This includes configurations with supported identity providers and any custom configurations.

Set up SAML SSO

The process for configuring SAML will depend on your specific identity provider. We've outlined the general process for implementing SAML SSO below.

SAML SSO only applies to users from the organisation's registered domains. Other users (from other domains) accessing the organisation's data in Aphex can continue to log in via other methods such as email + password or Sign in with Microsoft.

1. Confirm domains

Domains are the way we identify entities on the internet. They let Aphex know which authentication methods to allow or enforce for users.

Organisations can typically have a single domain however, we do support more than one domain, including subdomains.

For example: ACME Corp has three domains registered to their organisation: acme.org, acme-abc-jv.com, and acjv.com.

Anyone with an acme.org, acme-abc-jv.com, or acjv.com email address will be subject to the enforced SSO rules applied.

2. Request SSO to be enabled on your domains

Contact your Account Manager or Customer Success Manager to request the SAML SSO setup for your domains.

Once approved, you will be provided with access to an SSO which will guide you through the set up.

3. Add Aphex to your identity provider

Within your company's identity provider, create or register a new enterprise application for Aphex. As you setup the SAML SSO for the application you will need to enter the information provided in the prior step.

When you add Aphex to your identity provider, they will provide you with;

• Identifier (for example: Microsoft Entra ID Identifier)

• Login URL

• Logout URL (optional)

• Certificate (in Base64, Raw or XML format)

You will need to save these and return them securely to your Aphex Account Manager or Customer Success Manager.

Certain services allow you to customise the logo of your Enterprise application. If so, you can use this logo here.

4. Assign selected user or group in IdP

Now that you have created the enterprise application, you need to assign your users/user groups to it.

1. Under the Getting started section, select Assign users and groups.

2. Select the Add user/group button.

3. Under Users, select the None Selected link.

4. In the search field, enter the user or group of users that you want to assign to the enterprise application.

5. Select the check box next to the user or group that you want to assign.

6. Select the Select button at the bottom of the page.

7. Select the Assign button at the bottom of the page.

5. Configure Custom Claims

Aphex will expect three specific properties as part of the SAML SSO configuration. You can add these as custom claims in your IdP;

• firstName: The user's fist name (For example this will be mapped to user.givenname in Microsoft Entra)

• lastName: The user's last name (For example this will be mapped to user.surname in Microsoft Entra)

• mail: The user's unique, primary email address (For example this will be mapped to user.userprincipalname in Microsoft Entra)

6. Test Connection

Once configured, the connection can be tested in a development environment with your Aphex Account Manager or Customer Success Manager.

7. Request Production Deployment

Once tested, your Aphex Account Manager or Customer Success Manager can deploy your SAML SSO configuration.

The next time users from your domains attempt to access Aphex they will be required to login again and the use of SAML SSO will be enforced (meaning they will no longer be able to use their prior authentication methods).

Marking up a Work Area

To create a Work Area, open a Task and draw the shape directly on the Map.

To draw a Work Area:

• On the Gantt, open the column picker and toggle Location and Work Area

• Make sure the Task you want to mark up has the correct Location assigned

• Double-click the Work Area cell to open the drawing window

• Select the pen tool to draw a Work Area and click to mark each corner of the shape - no need to click and drag

• Once the shape is complete, the cell will show that a Work Area has been added

• The task can now be viewed on the Map

Add a Work Area to multiple tasks:

You can easily add the same Work Area to multiple Tasks by copying and pasting from the Work Area column:

• In the Work Area column, select the cell with the Work Area to copy and press CTRL + C on your keyboard

• Select the Work Area cell of the desired Task and press CTRL + V to paste the Work Area

See also: open a Map View

Identifying Clashes in the Plan

If a Task clashes with another, you’ll see it right away on the Gantt. Clashing Task Bars turn red instantly, and selecting a Task highlights which days are safe to move to, and which would still result in a clash.

To spot clashes on the Gantt:

• Clashing Task Bars always appear red regardless of your settings or overlays

• Single click a clashing Task Bar to see available dates on the Gantt

• Aphex scans the full project and highlights cells behind the Task:

  • Red = moving here would still cause a clash

  • Blue = safe to move, no clash detected

To highlight clashes on Map:

• Open a Map View

• Click

• Select Highlight Issues

• Pick Clashes

• Tasks with clashes will have their Work Areas shown in red

To see clashes on Board and List:

• Tasks with Clashes will display this icon

Find your Unresolved Clashes

As a Task Owner, it's your responsibility to resolve any clashes related to the Tasks you own. The Clashes Panel shows a focused list of your clashing Tasks within the lookahead window, so you can review each one and make sure your part of the plan is conflict-free.

To open the Clashes Panel:

• Click the Clashes Icon in panel toward the right of the Gantt

• The Clashes Panel will open

• Here you will see a list of all unresolved clashes related to Tasks you own

See also: Make Ready

Resolving Clashes

Once you’ve identified a clash, there are a few ways to resolve it. You can adjust the Dates, Shift, or Work Areas of the Tasks involved, helping create clear separation in time or space. If the clash isn’t actually a problem, and both Tasks can go ahead as planned, you can mark them as non-conflicting.

To mark Tasks as non-conflicting:

• Right click a clashing Task and select View Details

• In the Task Panel, scroll to Related Tasks

• You’ll see all clashing Tasks listed, along with their Owners

• Click the icon to mark a clash pair as Non-Conflicting

  • If you don’t have permission to edit the other Task, a Clash Resolution Request will be sent to its owner

  • Once they accept, the clash will be resolved

Filter for Clashes

You can filter any view to show just the clashing Tasks. It’s useful for Task Owners working through their own issues, or for Reviewers/Admins checking the plan’s readiness across the project.

To filter to Tasks with Clashes:

• Click and

• Select Issue in the first dropdown

• Select from Is or Is Not in the second dropdown

• Select Clash in the third dropdown

Pre-made Clashes View:

Your Project comes with a pre-made Clashing Tasks View.

• Click + Views within the open View Tabs

• Select Clashing Tasks View

See also: create and share Views

Pick a Location type, set a name and save it to your Project's library.

To create a Location:

• Click your Project Title in the top left

• Select Project Assets

• Select Location from the menu

• Click

• Pick a Location Type; Model Space, Real World or Off Site

• Give your Location a name and select

See also: open a Map View

Map Space Locations

These are real-world Locations with coordinates - similar to Google Earth. You can switch between base maps (satellite or street), and connect external layers to give the team extra context while they’re planning.

Add External Map Layers

You can connect up to 10 external map layers to a Map Space Location. These layers come from tools like ArcGIS or drone services like Propeller, and let your team overlay context - like utilities, survey data, or design drawings - directly in the Map. Layers can be shown or hidden as needed to help mark up work areas or communicate plans more clearly.

To add a Map Layer:

• Click your Project Title in the top left

• Select Project Assets

• Select Location from the menu

• Click into your Map Space Location

• Select

• Paste in your Layer URL and click Continue

• If required, select the correct Credential to access the layer

• Review the Layer Summary and click to add the layer to the Location

See also: Connect to ArcGIS

Layer Policies

When you connect a layer, Aphex will detect all available sublayers. Layer Policies help you control which ones are brought into your project - and whether they stay synced automatically or not.

Set a Layer Policy

• Open the Configure Location Layer menu

• Click into the Layer Policy dropdown

• Make a selection from: Most Recent, Change Over Time, All Layers or Custom Selection

  • If you select Custom, use the checkboxes to manually pick sublayers

  • If you select Most Recent, define the Layer Quantity

• Click to add the layer to your Location

• The selected policy will apply to both existing and future sublayers

These policies & selected Sublayers can be changed at any time.

Model Space (Drawing) Locations

Model Space Locations use a single uploaded image, like a site GA, floor plan, or layout export as the base for marking up Work Areas.

Uploading a Location Image

• Click your Project Title in the top left

• Select Project Assets

• Select Location from the menu

• Click into your Map Space Location

• Select

• Select the file you want to upload

• Select to add the image to the Location

Replacing a Location Image

• Locate the Location you'd like to replace

• Hover the Image layer and click ...

• Select Replace File

• Upload your replacement image and confirm

Off Site Locations

Off Site Locations are simple placeholders for areas that aren't part of the site map. They're helpful for tagging work that happens elsewhere (like a precast yard) without need for a visual representation.

Off Site Locations cannot be opened in a Map View, and no Work Areas can be marked up on them.

Archiving a Location

Archiving a Location removes it from active use - it can't be opened in Map View or assigned to Tasks. The data is still part of the project's history and you can restore it at any time if you need to bring it back.

To archive a Location:

• Locate the Location you'd like to replace

• Hover the Image layer and click ...

• Select Archive

Assigning a Location to your Tasks

Each Task can be assigned to a Location from your Project's library - the first step in showing that Task on the Map.

To assign a Location:

• On the Gantt, use the Column Picker to enable the Location column

• Click the Location cell for your Task and choose a Location from the dropdown

See also: mark up a Work Area

Group by Location

Group Tasks by Location to organise your plan by where work is happening. It's possible in all View Types, but let's first take a look at grouping by Location on the Gantt:

Group by Location on the Gantt:

• Open a Gantt View

• Click the menu in the top left

• Select Location as the primary grouping

• Tasks will be arranged into groups based on their assigned Location

• Use the ⋮⋮ to drag and reorder groups as needed

Filter by Location

Filter by Location to focus on Tasks happening in a specific area or zone.

To set a Location Filter:

• Click and

• Select Location in the first dropdown

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

• Select your desired Location in the third dropdown

See also: create & share Views

Teams are collections of Tasks Owners you can use as quick filters, making it easy to see work owned by a specific group of Users.

Updating Task Ownership

Every Task will always have an Owner, but Ownership can be changed at any time. You can reassign Tasks individually or in bulk to reflect who’s now responsible.

To change Task Ownership:

• Open the column picker and toggle Owner

• Click into the Owner cell

• Select a different user from the dropdown

Need to give another user the same permission as the Owner so that User A can always edit User B's tasks? Set up Owner Delegates.

See also: Bulk Edits and Task Delegates and Task Permissions

Adding Task Assignees

Assignees are collaborators on a Task. You can Assign one or more people to help update the Task - they’ll then see it in their daily Task List, can report progress, and make edits if needed.

To add Task Assignees:

• Open the column picker and toggle Assignee

• Click into the + Assignee cell

• Select all the users you want to set as Assignees

See also: Bulk Edits and Task Delegates and Task Permissions

Creating a Team

Create a Team to group Task Owners for quick filtering. A team can be used in filters like “Owner = Civils Team” to show related work.

To create a Team:

• Click your Project Title in the top left and select Users

• Select Teams from the menu

• Click

• Pick the Team Members and name your Team

• Click Create Team

Filter by Owner, Assignee or Team

You can filter any View by who Owns the Task, who's been Assigned to it, or which Team they're part of. It's a simple way to focus on just your scope, or keep track of work across different roles.

To set an Owner Filter:

• Click and

• Select Owner in the first dropdown

• Select from Is or Is Not in the second dropdown

• Select from Me, any combination of specific Users, or any Team on the project

To set an Assignee Filter:

• Click and

• Select Assignee in the first dropdown

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

• Select from Me, any combination of specific Users, or any Team on the project

See also: create & share Views

Group By Owner

Grouping by Owner arranges the Plan by the person responsible for each Task. This is possible across all View types, but let's start by looking at Group By Owner on the Gantt:

To Group By Owner on the Gantt:

• Open a Gantt View

• Click

• Select Owner

• Optionally, select a different Primary Group, and select Owner as the Sub-Group

Group By Assignee

Grouping by Assignee organises your Board by the person(s) each task is assigned to, so you can quickly see who’s working on what (and what’s still unassigned):

To Group By Assignee on the Board:

• Open a Board View

• Click

• Select Assignee

• Optionally, select a different Primary Group, and select Assignee as the Sub-Group

Colour by Owner

Make it easier to see which Owner is responsible for an activity by changing your Task or Work Area colour according to which Owner is completing the Task

To colour by Owner on the Board:

• Open a Board View

• Click

• Click Task Card Colour and select Owner

To colour by Owner on the Gantt:

• Open a Gantt View

• Click

• Click Bar Colour and select Owner

To colour by Owner on the Map: