Publishing

Publishing takes a snapshot of your plan at a specific moment. It’s great for sharing, keeping the team aligned, or using as a baseline to compare progress.

Set up the Publishing Routine

Creating a publication routine lets you set recurring deadlines for task updates, helping keep the whole project team aligned and on track.

Setup a Publishing Routine:

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

• Click the settings icon in the top right

• Configure the Publishing Routine by setting a Lookahead Period, Publication Frequency, and Publication Requirements

Before publishing, check that your team has updated their part of the plan and that there are no outstanding issues. When you're ready, just hit ‘Publish’, you can do this anytime, even if some team members haven’t marked their work as ready.

Check the Plan:

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

• Click into the Next Scheduled Publication

• Check the user table to see if the team have readied/reviewed their plan, if they have any Clashes, Overdue Blockers or Missing Data

See also:

Once you're happy with the plan, Publishing takes a snapshot of it at that exact moment in time. Published Versions are shared with everyone on the project and stored as a historical record - capturing how the plan looked, week by week.

How to Publish the Plan:

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

• Click into the next scheduled publication

• Select Publish in the top right

During the Publishing process, Automations let you optionally set historic tasks to ‘Done’, locking them in place or mark Tasks within a set window as ‘Promised’. A Promised Line will appear on the Gantt to show where commitments end, helping track delays and their impacts.

To Mark Historic Tasks as Done:

• Open your upcoming Published Version and click

• Toggle Set Historic Tasks to Done

To set a Promised Period:

• Open your upcoming Published Version and click

• Toggle Promise Tasks

• Pick a date for the Promised Period to end

To send a notification:

• Open your upcoming Published Version and click

• Toggle Send Notification

See also:

Compare the live plan with any Published Version to see how things have moved. Spot where Tasks have slipped or improved as the plan progresses.

• Click at the top off the Gantt

• To compare the Live Plan to a previous week, select Baseline

• This will show a list of all Published Versions on the Project

• Select any option to see how how your current plan compares to your Baseline

• Click at the top off the Gantt

• Toggle Baseline

You can open any historical Published Version to view the full plan exactly as it was at the time of publish. It’s fully interactive so you can use filters, open Task Details, view the Map - just like the live plan. The only difference is that everything is read-only, like an interactive PDF.

Open a Published Version:

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

• Locate the list of all Published Versions in your Project

• Hover over an existing published version and click ...

See also:

Published Versions can be Shared to Web to allow anyone (including non-Aphex users) to view the plan.

Enable sharing:

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

• Locate the list of all Published Versions in your Project

• Hover over an existing published version and click ...