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Materials

Who can use this feature

Admins can create and manage Materials


All project users can add Materials to their Tasks and log actuals

Materials can be added to Tasks to forecast your daily resource demand and track planned vs actual quantities.

Creating Materials


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

Creating New Materials:

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

  • Select Materials from the menu

  • click

  • Create your custom Material resource by entering the name, unit, Material type and colour

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


Assigning Materials to tasks helps plan how much is needed for each one, making it easier to manage demand across your project.

To add Planned Materials to a task:

  • On the Gantt, navigate to the column picker and toggle Materials

  • Click the Material cell for your task & select Materials from the dropdown menu

See also:


When you add a planned Material, Aphex spreads the total amount across the Task’s planned days. If you expect to use more or less of a material on a certain day, you can adjust the daily quantity to match.

  • Double-click your task bar on the Gantt to open the right-hand panel

  • Scroll down to Planned Resources and click to expand your chosen Material

  • Click into the Quantity box and change the value


Material tracking doesn't just stop at forecasting demand. Use Actuals to log what was used each day, directly on the Task - giving you a clear picture of performance over time, and use the inputs to automatically generate planned vs actual quantity reports.

Adding Actuals to Tasks:

  • Double-click your task bar on the Gantt to open the right-hand panel

  • Scroll down to Actual Materials and click to expand your chosen Material

  • Click and select a planned material


Use the Resource Overlay in the Gantt to forecast Material demand day by day. You'll see how much of each Material is needed across the project, with a clear breakdown of which Tasks are driving that usage and who's using it.

View the Resource Overlay by Material:

  • Click and select Resources and click Material

  • Hover over the numbers to view your Total and Project Utilisation

See also:


Filter by Material to quickly review and manage work related to a particular Material items across your plan.

  • Click and

  • Select Material in the first dropdown

  • Select from Is, Is Not, Is Empty

See also: create & share


Once Materials have been assigned to Tasks, all updates (including Delays, On Track & Improvement events) can be traced back to each Subcontractor. This makes it easy to understand how each Subcontractor is performing across the project.

Connect your Project as a datasource for Power BI to report on Material Demand, and track Planned vs Actuals.

Utilise Aphex Insight to track Material Demand. See trends and drill down into specific Tasks to identify where each Material Resource is allocated.

See also:

Pick a day to record the Actual against, enter the Quantity and click to confirm
Click to filter to a specific Material type
  • Click the Resources Configuration icon to switch between Tasks in View and Project Utilisation

  • Hover over to see the daily breakdown

  • or
    Is Not Empty
    in the second dropdown
  • Select your desired Material item in the third dropdown

  • Material Type

    Each material needs a Material Type from one of the following categories:

    Material Type

    Concreate

    Piles

    Material Unit

    Each material needs a Material Unit from one of the following categories:

    Material Unit

    Item

    Metres

    Assigning Materials

    Material Property Rules
    • Materials are a multi-select property

    • A Quantity of the Material can be inputted when adding Materials to tasks

    • Quantities are applied per day

      • The unit quantity is split across the task's duration

    • Archived Material resources will no longer be available to add to tasks but will still exist on tasks it was assigned to before the resource was archived

    Editing Planned Daily Quantities

    To adjust the daily planned quantities:

    Material Actuals

    View Forecasted Materials on the Gantt

    What's Shown on Hover

    On hover, the daily breakdown includes:

    • Utilisation

      • Quantity of Material used by Tasks in your current View (respects filters)

    • # of Tasks

      • Number of Tasks in your current View using that Material on the selected day (respects filters)

    • Project Utilisation

      • Total quantity used across the entire project (ignores filters)

    • # no of Project Tasks

      • Number of Project-wide Tasks using that material on the selected day (ignores filters)

    • Task Owner Breakdown

      • Lists each Task Owner contributing to Project usage

      • Includes Task Count and percentage of total utilisation for that day and Material

    • Cell shading

      • Darker = higher quantity

      • Lighter - lower quantity

      • Scale is relative to the values shown in the current overlay

    • Quantity values are only shown in Day View

      • In Week, Month or Year mode, cell shading remains but numeric values are hidden

    Resource Overlay Configuration Options
    Option
    Function

    Total

    The demand for tasks in your current view

    Filter by Material

    Filter by Material:

    Filter Breakdown
    Filter
    Operator
    Value

    Material

    Is Is Not Is Empty Is Not Empty

    Report on Planned vs Actual Material

    Power BI

    Aphex Insight

    Bulk Edits
    Export Material Demand
    Views
    Connect to Power BI

    Earthworks

    Roadworks

    Electrical

    Drainage

    Steel

    Other

    Metres Squared

    Metres Cubic

    Kilometers

    Kilograms

    Tonnes

    Tons

    Yards

    Yards Squared

    Yards Cubic

    Project Utilisation

    The demand for your entire project

    Hide Un-utilised resources

    Removes resources that aren’t assigned to any Tasks from the resource list

    Multi-Select