Group the Gantt

Gantt Views can be grouped by different properties within your plan to organise your Tasks in different ways.

To change how the Gantt is Grouped:

• Click the menu in the top left of the Gantt

• Select a Primary Grouping. Pick from Folder, Owner, Package, Shift or Location

• Optionally, select a Sub-Grouping to apply another level of structure beneath the Primary Group

• When Hide Empty Primary Groups is , only Groups that contain visible Tasks will show on the Gantt. Any Groups without Tasks in your current View will be hidden.

• Click the menu in the top left of the Gantt

• Select either Collapse All or Expand All

Gantt Views are very flexible and allow you to visualise any set of Tasks over time.

To change the visible Date Range on the Gantt:

• Click at the top of the Gantt

  • Yours might also look similar to or

• Choose your preferred mode from the selector:

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 the Tasks you see in a Gantt View:

• Click at the top of the Gantt

• 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

Using Filter Groups:

• Groups are helpful when combining logic and logic in your filter

• Click to create an additional filter group

See also: creating & sharing

If your Gantt looks empty, it's usually because settings like Filters, your Date Range, or the Hide Empty Groups toggle are hiding your tasks or groups. Aphex provides clear messages and icons to help you adjust your view.

Empty Gantt Message:

When no tasks or groups are visible, a message will appear in the Gantt:

Looks like your Gantt is empty Try adjusting or to reveal activities and groups

To reveal your tasks, simply click the highlighted or in the message to open the relevant panel and adjust your view settings.

Hidden Groups Notification:

When the Hide Empty Groups toggle is active, a notification appears at the top of the Gantt if any groups (Folder, Location, Owner, Package, Shift or Subcontractor) are hidden as a result:

[X] Hidden [Group Type] Adjust your and configuration to reveal hidden groups

To reveal hidden groups:

• Click the highlighted or in the message to open the relevant panel and adjust your view settings.

• Open [View Settings Icon] and set the Hide Empty Groups toggle to [Toggle Off Icon].

Hidden Items in Folders:

Look for the next to a Folder Row. This icon indicates the folder contains subfolders, but they are hidden by your current Filters, Date Range, or Hide Empty Toggle.

To temporarily reveal the hidden folers:

• Click the next to the folder name. This displays the contents without changing your overall Gantt view.

Tasks on the Gantt will always be sorted by Start Date - the earlier a Task starts, the higher it will appear within it's grouping.

Aphex will hold the position of your Tasks while you make edits, and then when you're ready to re-apply the Sort Order, click in the bottom left corner.

Refreshing your Aphex window will also trigger the sort order to be re-applied to your Gantt View.

You can view your projects on a range of time scales, from a single day to a full year:

• Head to the bottom-right corner of your Gantt

• Use the menu to switch between Day, Week, Month, or Year

• The Gantt will instantly update to show your plan on the scale you’ve selected

Overlays let you layer in things like baselines, critical path visibility, or daily resource demand. This means you can add extra context to your Gantt without changing up or leaving your View.

• Click at the top of the Gantt

• Select from Resource, Baseline, Critical Path

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

See also: and

When viewing your Gantt, Aphex automatically calculates a Start Date, End Date, and Duration for Folders, Packages, and Parent Tasks. These adjust based on what’s visible in your View and which working calendar you chose to apply.

• Click

• Select Group Duration Calendar

• Choose one out of: Project Default, 5 Day Week, 7 Day Week

• Open the Column Picker and toggle Duration or Start / End

• These values change dynamically with Filters or Date Range updates

• Filtered values are marked with a icon so you know they’ve been adjusted

See also:

Turn on any Task Property as a spreadsheet-style column, then click into cells to edit, bulk-fill, or paste across Tasks.

To hide and show Gantt Columns:

• Click the button at the top of the Gantt

• Set the toggles to or to hide or reveal any combination of columns

• Once a column is enabled, select any cell to change the value

Every colour and icon on the Gantt tells you something. Whether it’s a Milestone, a delay, or who is responsible for the work - you can choose what shows and how it looks.

• Click in the top right of the Gantt

• Select Bar Colour

• Choose how you’d like to colour the Gantt; by Subcontractor, Shift, or Owner

• Milestones will appear as and any associated Target Dates will be if slipped and if on track

• Overdue Blockers will be represented with next to the end of the Task

• Delays are shown as a on the Task Bar, displaying the total amount of days the Task has been delayed by

• Click and toggle

See also:

Use the Gantt search to quickly find Tasks. As you type, matching Tasks are highlighted and jumped into view automatically.

To Search for Tasks:

• Click into the Search Bar in the top left of the Gantt

• Type in your search term

• Press Enter on your keyboard or click the < and > icons to cycle through all matching Tasks

Calendars define your project’s working and non-working days. Task durations are based only on the working days set in the assigned Calendar, so Tasks won’t be scheduled on non-working days.

Creating Calendars

Create a custom Calendar to set specific working and non-working days that match your project’s schedule.

To create a Calendar:

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

• Select Calendars from the menu

• Click

• Add a name and choose a colour to represent the Calendar

• Pick your base Working Days

• Click specific days on the Calendar to mark them as Working or Non-Working exceptions

• Optionally,

• Click Done once you're finished editing

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

See also:

You can edit an existing Calendar to update working days, non-working days, change its name or colour.

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

• Select Calendars from the menu

• Hover over the existing Calendar

Assigning a Calendar to a Task sets its working days and controls when it can start or finish.

• On the Gantt, navigate to the column picker and toggle on Calendar

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

• See the non-working days appear with reduced opacity on the Task Bar

See also:

Filter by Calendar to focus on Tasks working to a certain schedule.

• Click and

• Select Calendar in the first dropdown

• Select from Is or Is Not in the second dropdown

See also: create & share

List View turns your Gantt into a daily to-do list. See what’s on for today, or the next day - filter by properties like Supervisor (Assignee) or Location, and report progress with a Thumbs-Up or Thumbs-Down.

Organise your List View

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

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.

• 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

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

• 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:

Task Update Compliance shows how many Tasks have been updated for the selected day. It appears at the top of List View and summarises what’s on track, delayed, or missing updates.

• Click

• Toggle on Show Task Update Compliance

• Click to dismiss

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.

• 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

If your plan already lives in Excel, you don’t need to start from scratch. Quickly import Task names, dates and more - turn your spreadsheet into a live plan in Aphex.

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

• Click your Project Title in the top left

• Select Import Tasks

Tags give you a way to label Tasks with anything that matters to your team, from safety and risk, to key priorities, review flags, or anything else. They’re multi-select, fully custom, and can be used to filter views to suit different meetings, roles, or priorities.

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

Shifts help you show when work is planned to happen whether it’s during the day, in the afternoon, overnight, or across multiple shifts.

Assigning a Shift to a task helps clearly communicate when the work is planned to happen.

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

• Click a cell in the column and select from Day

Production Measures let you define the measurable outputs work is planned against, each created with a name, unit (e.g. ‘Panels, each’), and an optional target rate per day. When a target rate is set, Aphex calculates the implied daily rate and compares it against that target, surfacing the variance as a red, amber, or green indicator in a dedicated Production Measure column on the Gantt.

Creating Production Resources

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

To create Production:

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

• Select Production from the menu

• Click

• Create your custom Production resource by entering the Name, Unit and a Colour

• Optionally assign a Unit Name and toggle Set Daily Target Rate

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

Assign Production to tasks and track progress throughout the task duration

• Assign from the Gantt column and the task side panel.

• Pick a unit-based measure to open a planning view where you can set the total quantity, review the daily breakdown and alignment, then

Make changes to the production breakdown where needed and impact the cumulative total needed.

• Right-click a Task and select View Details

• Scroll to Planned Resources and click into

• Update the value and see the cumulative total impact

A Task's Production breakdown is locked the moment the Task is Promised, or once it has any Progress recorded. Once Confirmed, the measure, quantity and breakdown becomes read-only. To change them, delete the task's progress first or change the status to Planned.

When a task's average production rate is below or in excess of its target, you can extend or shorten the task duration in one click so it lines up with the target rate no manual recalculating needed.

• Hover the Target Rate Variance icon on the Production Gantt cell, in the Task side panel, or on a Board/List task card

• Where the average is off target, an Align Task Duration button appears

• Click it to extend or shorten the task duration until the daily average production matches the target rate

Once a Production Measure with a target rate is assigned to a task, Aphex continuously compares the task's planned daily rate against that target so misalignment is visible before it becomes a problem.

Resizing or dragging a task with a Production Measure assigned updates its plan in real time.

• As you stretch or shrink the Task Bar, a Task Resize Indicator tooltip shows a live preview of the new average daily production rate

• If the measure has a target rate set, the tooltip also shows whether that new average is aligned, above, or below target

• Release the bar to confirm the new duration the daily breakdown recalculates automatically

• On the Gantt, navigate to and toggle on Production

• Check the visuals of , and to check the Target Rate Variance

• Click and

• Select Production in the first dropdown

• Select from Is, Is Not, Is Empty or Is Not Empty

See also: create & share

Task Status helps track the lifecycle of work, from planning, to commitment, to completion. It’s a simple way to bring structure and accountability to the plan.

Updating Task Status to Promised

Promised Tasks are commitments. If the committed dates are changed, a delay reason must be recorded in order for the update to save.

Change Task Status to Promised:

• On the Gantt, use the Column Picker to toggle Status

• Click the Status cell for your task & select Promised from the dropdown menu

See also:

Done Tasks are those determined to have actualised start and end dates. Done Tasks are locked in place so no date changes or Progress Updates can be made.

• On the Gantt, use the Column Picker to toggle Status

• Click the Status cell for your task & select Done from the dropdown menu

See also:

Planned Tasks are those not yet promised to be delivered, and can be moved freely. This is the default state of all tasks.

• On the Gantt, use the Column Picker to toggle Status

• Click the Status cell for your task & select Planned from the dropdown menu

The promised Period can be set when Publishing. The Promised Period is shown as a hatched section on the Gantt, ending with a solid purple Promised Line.

• On the Gantt, Hover over and Click

• A menu will appear, on the menu click

See also:

Filtering by Status lets you show or hide Tasks based on whether they're Planned, Promised or Done.

Filter by Status:

• Click and

• Select Status in the first dropdown

• Select from Is or Is Not in the second dropdown

See also: create & share

Subcontractors can be assigned to Tasks to show who’s delivering the work. They help teams organise, group, and colour Tasks by Subcontractor, making it easier to coordinate and track progress across your plan.

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

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

• Select Subcontractors

The Location library is where you create and manage all Locations for your Project. Locations can be geolocated maps that connect to external layers like ArcGIS or drone flyovers, or static images to represent a zone, floor, or layout. Each Task can be assigned to a Location - which can then be used in filters, to group the plan, or to open Map Views.

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

• Click your Project Title in the top left

• Select Project Assets

Before a plan is published, you can mark your part as Ready to signal it’s up to date and good to go. Even if you don’t mark it as ready, your tasks will still be included in the published version.

If you own Tasks in the lookahead period, it's your responsibility to make sure they're accurate, up to date and don't have any outstanding Unresolved Issue. This means Task Owners need to be mitigating any Clashes, adding Missing Data and resolving any Overdue Blockers.

• Click your Publishing Deadline in the top right of the page

• This will open the Make Ready Window

Exporting lets you download key project data from live plans and published versions to Resources, Folders, Blockers, and Milestones.

You can export your live plan from the Gantt, Map, Board, or List views. The export will reflect whatever filters and dates you’ve set at the time.

To export a Live plan:

• Open your preferred view and click

• Select

Labour and Plant can be added to Tasks to track and forecast your daily resource demand.

Create Labour Resource

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

To create Labour:

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

• Select Labour from the menu

• Click

• Create your custom Labour resource by entering the Name, Labour Type and a Colour

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

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

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

• Select Plant from the menu

• Click

You can assign as many Labour resources to each Task as you need. Once added to the task, they’re assumed to be needed for the entire working duration - keeping things simple and helping teams plan ahead.

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

• Click the Labour cell for your Task & select the relevant Labour option from the dropdown menu

• Use the + / - buttons to increase or decrease the Labour quantity needed for the duration of the Task

See also:

You can assign as many Plant resources to each Task as you need. Once added, they’re assumed to be needed for the entire working duration - keeping things simple and helping teams plan ahead.

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

• Click the Plant cell for your Task & select the relevant Plant option from the dropdown menu

• Use the + / - buttons to increase or decrease the Plant quantity needed for the duration of the Task

See also:

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

• Click and select Resources

• Use the icons on the left to view Labour

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

• Click and select Resources

• Use the icons on the left to view Plant

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

See also:

Filter by Labour to quickly review and manage work related to a particular Labour item across your plan.

• Click and

• Select Labour in the first dropdown

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

Filter by Plant to quickly review and manage work related to a particular Plant item across your plan.

• Click and

• Select Plant in the first dropdown

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

See also: create & share

Connect your Project as a datasource for Power BI to report on Labour & Plant Demand.

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

See also:

Blockers help you surface, monitor & resolve anything that needs to happen before a Task can start (or finish). Use them to stay on top of permits and sign-offs to stop delays before they occur. Add due dates, get visibility on what’s overdue, and tick things off once they’re sorted.

Creating Blockers

Set up a library of Blockers that can be used across the Project. Give each Blocker a name, category, and an optional due date rule so deadlines stay in sync automatically as the plan evolves.

To create a new Blocker type

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

• Select Blockers from the menu

• Click

• Configure your Blocker by entering a name, selecting a category, choosing a colour & setting an optional Automated Due Date

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

One or more Blockers can be assigned to a Task at any time.

To assign Blockers:

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

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

• The Blocker will be added to the Task with a status of Open or Overdue depending on its Due Date settings

To override or reset the Due Date:

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

• Click into the Blocker cell

• Select the ... next to the relevant Blocker

See also:

Overdue Blockers are the early warning signs of delay. Whether you're clearing your own list or reviewing risk across the plan, it's easy to surface overdue Blockers and get ahead of what's slipping.

To see Overdue Blockers from the Gantt:

• On the Gantt, open the menu in the top right

• Toggle Show Overdue Blockers

• Task Bars with Overdue Blockers will now be marked with an next to them

• Click the icon to open the Blockers Panel

• A list of all Overdue Blockers and associated Tasks will appear

Overdue Blockers form part of an owner’s Unresolved Issues - items they need to clear before Making Ready, ahead of the weekly Published Version deadline.

See also:

Mark a Blocker as Resolved so your team knows that it has been actioned.

• Navigate to the Blocker Task Cell or double click on the Task Gantt bar to open it

• Click the next to the Blocker to Resolve it

• A date stamp is added to the Task history to indicate when it was marked as Resolved

The Blockers Panel gives you a focused view of everything that’s overdue or upcoming. Filter to see just your own Blockers or the full Project list. You’ll see due dates, task names, and a live view of anything at risk of causing delays - with quick access to resolve things as they’re sorted.

• Open the right hand panel

• Click the icon to open the Blockers Panel

• Blockers will be listed and grouped by Blocker Type

• Click the to resolve a Blocker directly from the list

See also:

Switch to Summary Mode to get a traffic-light view of each Task. Strip all the Blocker information back to just see a quick count of Blockers, colour coded by status.

Turn on Summarise Blockers from Board:

• On Board, open the menu

• Locate Blockers and select the >

• Toggle Summarise Blockers

Turn on Summarise Blockers from the Gantt:

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

• Hover over the column name & click the ...

• Toggle Summarise Blockers

Filter by Blocker type to focus on Tasks needing a specific permit or sign-off, or by Blocker Status to see what’s still Open, Overdue, or Resolved.

• Click and

• Select Blockers in the first dropdown

• Select from Is, Is Not, Is Empty or Is Not Empty

To Filter by Blocker Status:

• Click and

• Select Blocker Status in the first dropdown

• Select from Is or Is Not

See also: create & share

Every Task in Aphex has an Owner: the person ultimately accountable for that scope of work. Owners can add Assignees to help update and progress the Task.

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: and and

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.

• Open the column picker and toggle Assignee

• Click into the + Assignee cell

• Select all the users you want to set as Assignees

See also: and and

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.

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

• Select Teams from the menu

• Click

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.

• Click and

• Select Owner in the first dropdown

• Select from Is or Is Not in the second dropdown

• Click and

• Select Assignee in the first dropdown

• Select from Is , Is Not, Is Empty or Is Not Empty

See also: create & share

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:

• Open a Gantt View

• Click

• Select Owner

• Optionally, select a different Primary Group, and select Owner

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):

• Open a Board View

• Click

• Select Assignee

• Optionally, select a different Primary Group, and select Assignee

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

• Open a Board View

• Click

• Click Task Card Colour and select Owner

• Open a Gantt View

• Click

• Click Bar Colour and select Owner

• Open a Map View

• Click

• Click Work Area Colour and select Owner

Because every Task has a clear Owner, it's easy to track how each person is performing across the Project - not just in terms of delays, but also how consistently they're keeping their part of the plan up to date.

Aphex Insight gives you a live snapshot of Owner performance - no set up required. Automatically see which Owners are responsible for the highest shares of delay and why.

User Power BI to build custom reporting on Owner 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.

See also:

Packages give you a flexible way to organise your Tasks without changing the project’s core structure. While the Folder tree typically remains the shared backbone of the plan, Packages let anyone group Tasks by whatever makes the most sense for delivery: zones, trades, phases, disciplines - you decide.

They’re easy for anyone to create, drag into a custom order, and use to shape views that are more practical for how you plan and build.

Creating Packages

Packages can be created at any time while planning. Just give it a name and you're ready to start grouping Tasks in a way that works for you.

To create a Package from the Gantt:

• Make sure that your is set to Package

• An option to Create Package will appear on the Gantt

• Click this and give your new Package a name

Once your Packages are set up, it's easy to start using them. Add new Tasks straight into a Package, or update existing Tasks to move them into the right Package.

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

• Click the Package cell for your task & select a Package from the dropdown menu

• Alternatively, use drag and drop to move a Task into a Package

See also:

Group by Package gives you a simple way to lay out your plan around the Packages you're using. This is possible across all View types, but let's start by looking at Group By Package on the Board.

• Open a Board View

• Click

• Select Package

• Optionally, select a different Primary Group, and select Package

Packages are flat and do not allow for sub-packages to be created. If you need more hierarchy, it's best to use Subfolders to build out your plan.

Change the order of Packages in your Plan by dragging and dropping them.

• Hover over the Package you want to move

• Use ⋮⋮ to drag your Packages in the order in which you want them to be displayed

• Drop the Package to a new location

Apply a Package filter to see only the Tasks sitting in specific Packages in your Project .

• Click and

• Select Package in the first dropdown

• Select from Is, Is Not, Is Empty or Is Not Empty

See also: create & share

Milestones mark critical points in your project, from contract deliverables to site handovers. In Aphex, they work just like Tasks, so you can assign all the same details: like Owners, Resources, Subcontractors, Blockers, Work Areas, and Delays.

Milestones can include a fixed Target Date, giving you a reference point to track progress against. The Gantt will summarise & highlight whether you're on track or slipping, across all your 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

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.

• Right click a Milestone and select View Details

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

• Toggle Set Target Date

• 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

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.

• 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

• 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

• 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:

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

• Click and

• Select Milestone in the first dropdown

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

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

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.

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

Work Areas let you define the physical space each Task needs to take place. Once a Task is assigned to a Location, you can draw its Work Area on the map. That shape stays linked to the Task and automatically updates as dates change - helping you communicate exactly where work is planned to happen.

Clashes are triggered when two tasks are scheduled to use the same space at the same time. If their Work Areas overlap and their dates intersect, a Clash is flagged - giving teams a chance to coordinate early and avoid planning conflicts on site.

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

• On the Map, click the work area cell