Bring selected parts of your Master Schedule into Aphex using XER, XML, or MPP files from P6, Asta, or MS Project. Import only the activities your team needs - this helps seed the lookahead plan with the right level of detail or key Milestones - just enough for the team to breakdown, adjust and build from.
The first step is to upload your file.
Click your Project Title in the top left
Select Master Schedule Import from the dropdown menu
Click
Upload your File
Choose exactly which Tasks to bring into Aphex. Use a custom field (like a UDF in P6) to flag only the relevant Tasks you want to import; for example, bringing in Construction activities while skipping Design or Procurement.
Click the Column dropdown and select the UDF column you want to filter by
Click the Value dropdown and choose the value you want to import
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Importing your schedule in smaller timeframes helps keep things tidy. Most projects avoid bringing in the entire long-range plan at once. By importing just what's needed for the next stage, then running regular imports (e.g. monthly) to add the next few weeks as the project moves forward, you give the team relevant, up to date data they can build from.
Select from Next 4 Weeks, Next 12 Weeks, All Future, All Past and Future
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To keep Aphex simple & intuitive, some Master Schedule features aren’t supported. During import, you’ll be prompted to make smart decisions about how to handle things like actual dates, or LoE / WBS Summary Bars that don’t translate 1:1. This helps ensure Tasks still land on the dates they’re supposed to.
If your Import file contains WBS Summaries or Level of Effort (LoE) Tasks, you can choose how to handle these tasks.
For WBS Summaries, you can choose to:
Ignore them from the import so they will be excluded.
Import as Tasks. If imported, WBS summaries will convert to Task Dependant types.
For Level of Effort (LoE) Tasks you can select from:
Milestones in your file will always be imported as Milestones in Aphex. You can also choose to set the imported Milestone date as a Target Date - this gives you a stable benchmark to compare against, so you can easily see how the Milestones in the short-term plan are tracking against your baseline or contract dates.
Set Milestone Target Date from the imported Dates
Do nothing
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Map the right data across. Task names, logic, and calendars come through automatically, but you can also import WBS structure, assign Owners, Notes, Locations, or Subcontractors based on your UDFs, and bring over key metadata that helps delivery teams plan faster.
To import your current WBS into your Project's Folder tree, select the WBS option from the Folder Code drop-down list.
Additionally, you can also import Subcontractor, Location, Owner and Notes, if you've predefined these in your source tool before exporting.
This is your final review before Tasks are imported into the Project. You'll see a summary of what's about to be created, including Task counts & any new assets. If any changes were made during the process, you can download a CSV to review the modifications. Nothing has been created yet - confirm when you're ready.
Review the data you're importing
Download the skipped tasks, folders or modifications CSV
Select
Before your newly imported work appears on the Gantt, your next step is to distribute tasks to the team. Then, once tasks have been assigned to an owner, the user will be notified that they have newly imported work waiting for them to add to the plan.
Click your Project Title
Click Master Schedule Imports, then navigate to the Project Data page using the side-menu
Ignore all LoE tasks and these will not be imported (this is the recommended option)
Import LoE tasks as task dependant types without links
Import LoE tasks as task dependant types with links - Selecting this option may cause variance in your import
Once you've made your selection, select to move to the next step
There may be some Tasks that are being driven by Tasks outside of your import dates. This can sometimes result in variance. The decisions for this step include:
For Driving Predecessor Tasks, you can choose to:
Add missing Tasks to the import scope (this is the recommended option)
Remove non-driving Links between selected Tasks.
Do nothing
For Driving Predecessors Level of Effort Tasks you can select from:
Remove non-driving Links between selected Tasks (this is the recommended option)
Add missing Tasks to the import scope
Do nothing
Once you've made your selection, select to move to the next step
Aphex uses Task Status to define a Task state & scheduling behaviour. Decide how you would like to handle tasks with Actual Dates.
For Actual Starts, you can choose to:
Import without Predecessor Links (this is the recommended option)
Import with Predecessor Links
For Actual Finishes you can select from:
Set Task Status to Done (this is the recommended option)
Do nothing
Once you've made your selection, select to move to the next step
Open the Unassigned tab
Select an owner for each task with the drop-down menu
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If you're a user who has been assigned new tasks from an import, they'll appear in your Backlog. All you need to do is pull them onto the Gantt.
Click your Project Title
Click Master Schedule Imports, then navigate to the Project Data page using the side-menu
Click
