Folders

In Aphex, the project’s WBS is built using Folders. Folders and Subfolders are how teams organise and group Tasks across the plan - whether you're pulling in a detailed structure from P6 or Asta, or building a more streamlined setup to suit daily and weekly site planning.

Create a Root Folder

Root Folders sit at the top of your Folder hierarchy - everything else rolls up into them. You can create one directly from the Gantt while planning, or use the Folders Management page to build out your structure more intentionally.

From the Gantt

• Make sure that your set to Folders

• An option to Add Root Folder will appear on the Gantt

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

• Select Folders from the menu

• Click

Subfolders help you build out your Folder Structure with as much detail as your plan needs. You can nest Subfolders as deep as required - there's no limit!

From the Folders Management Page:

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

• Select Folders from the menu

• Hover over the Folder you would like to add a Subfolder to

• Hover over the Folder you are adding to

• Click on the + symbol

• Select Add Subfolder

• Type in the Subfolder Name & select the

If parts of your Folder Structure need to stay exactly as they are, you can apply Folder Protection. You can lock down changes to names, codes, position, or structure - including the ability to add Subfolders.

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

• Select Folders from the menu

• Locate the Folder you'd like to Protect

Reordering Folders is quick and flexible. Move a single Folder or an entire branch - just remember that the Folder Structure is shared with everyone on the project, so your updates will apply project-wide.

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

• Select Folders from the menu

• Hover over the Folder name & click and hold to the left of the checkbox

To move a Folder using the Overflow Menu

• Hover over the Folder & click the ...

• Select Move to bring up the menu

• Click on the Folder you want to move to & confirm using the button

You can duplicate Folders to help build out your Folder Structure faster – avoiding the need to recreate similar setups manually.

From the Folders Management Page:

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

• Select Folders from the menu

• Hover over the Folder & click the ...

From the Gantt:

• Locate the Folder(s) you want to duplicate.

• Hover over the Folder & click the ...

• Choose one of the two duplication options:

  • Duplicate

To use the Folder Importer, upload a spreadsheet with both a Code and Name for each Folder.

The importer works with CSVs exported from other planning tools. If your system doesn’t support folder exports, you can copy folder codes and names manually into our template.

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

• Select Folders from the menu

• Click

See also: import Folders from your

Folders can be deleted one by one or in bulk - whatever works best for your clean-up.

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

• Select Folders from the menu

• Hover over the Folder you wish to delete

This organises your Tasks by the Folders they belong to. It's a simple way to view your plan in the same structure used across the Project.

• Click the menu in the top left of the Gantt

• Pick Folder as a Primary Grouping

• Click the menu in the top left of the Gantt

• Select the button next to Folder to switch to Flattened Folders

• Flattened Folders shows only the lowest level Folder for each Task in a single row

Apply a Folders Filter to see only the Tasks sitting in certain parts of your Project structure.

• Click and

• Select Folder in the first dropdown

• Select the Operator in the second dropdown

See also: create & share