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Progress Updates

Who can use this feature?

Admins, Task Owners and Assignees can add Progress Updates to Tasks.

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


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.

  • 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


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.

  • 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

See also:


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.

  • Open

  • Make sure that Show Progress Updates is enabled

  • Days with delays turn red

  • Days that are On Track or Improved turn green


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.

  • 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

See also:


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.

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

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

  • Click Delete


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

  • Open the Delay Reasons page, then click

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


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.

  • Click and

  • Select Delay Reason in the first dropdown

  • Select from Is, Is Not, Is Empty and Is Not Empty

See also: create & share


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.

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.

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.

See also:

,
images
and
record date
No
to only apply the delay to the specific Task you edited

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

in the second dropdown
  • Select your desired Delay Reason in the third dropdown

  • Delay Types
    Type
    Description

    Extend

    A task’s end date has been delayed from the prior plan or commitment

    Progress Update Data

    For each working day of a Task, Progress Updates can be recorded to indicate performance. Each Progress Update includes the following data:

    Progress Update Property
    Description

    Date

    Adding Improvements to Tasks

    To Improve a Task from List View:

    Positive Impact Types
    Name
    Description

    On Schedule

    A task’s end date is confirmed as achievable.

    Delaying Promised Tasks

    To delay a promised Task:

    Progress Update Visualisation

    To see Progress Updates from the Gantt:

    View the Delay History of a Task

    To see the log of all Task Progress Updates:

    Deleting Progress

    Delete a Progress Update:

    Deleting Progress rules
    • Deleting Progress will not impact the dates of the task, however it does delete the record and will not appear in any reporting.

    • The Progress Update Visualisation from the Task bar will be removed and the activity log stricken out.

    Create Custom Delay Reasons

    Creating a new Delay Reason:

    Delay Categories

    Each delay reason needs to belong to one of the following categories:

    Delay Categories

    Delay Categories

    Filter by Delay Reason

    Filter by Delay Reason:

    Filter Breakdown
    Filter
    Operator
    Value

    Delay Reason

    Is Is Not Is Empty Is Not Empty

    Report on Delays

    Power BI

    Aphex Insight

    Promised Tasks
    Activity Log
    Views
    Connect to Power BI

    Move

    A tasks's start and end date has been moved (pushed later)

    Selected working day to record the event against

    Type

    Delayed On Schedule Improved

    Reason

    Reason for the change. This can be configured by each project individually and typically contains reasons such as "Awaiting Access".

    Amount

    Impact of the update is recorded in a Value that represents a duration in working days (+ or -)

    Amount by

    User who recorded the update

    Created at

    Timestamp of when the update was recorded

    Shorten

    A task’s end date has been improved (brought earlier).

    Move

    A tasks's start and end date has been moved (brought earlier)

    Environmental

    Inadequate Planning

    Insufficient Resources

    Prior Work

    Quality

    Safety

    Scope Change

    Submittals and Approvals

    Multi-select