Your Planning Routine

Controlling Consistency of Plans

A big part of ensuring a project's success is making sure all the right pieces are in place before getting started, whether that's making you sure you have all the tools you need for the job, or getting everyone in the team marching to the same drum beat. Aphex Planner gives a project the tool it needs to ensure that everyone is working efficiently.

Your Planning Routine

Every Project has a unique planning routine helping to keep everyone on the team in-sync as the project evolves over time. Planner has a number of tools aimed at supporting teams as they go through their weekly processes, monitoring the updating and submitting of lookahead plans on a weekly basis so you don't have to. Teams can look to align Aphex with their own process within the project's settings.

Import Frequency

If you're looking to connect your short term plans to your master schedule by Importing, you can tell Planner to give you reminders when it's time to do another import, by turning on Import frequency. This setting will be turned off by default.

Publication Frequency

Wanting to make sure the plan is always submitted on time? Setting a Publication Target will tell Planner to send out notifications to the entire team when close your target day, keeping everyone on schedule.

Lookahead Period

Your project's Lookahead period determines the period time that you want your team to focus on when planning, and defining this allows Planner guide how your team prepares their work by detecting clashes and and missing data for activities within this time period.

Publication Requirements

Setting a minimum standard of detail for the team's plans allows a project to maintain a consistency of data, vital for those needing to view the plan. You can decide which fields of information are required for the plan to be published, and Planner will assist in highlighting these fields for each owner of work on the plan.

Consistency of Data in Plans

A team is full of unique individuals with their own knowledge and experience which makes them valuable to a project's delivery. Amazing, right? However, when it comes detailing work each team member may represent information in different ways, making things confusing for those needing to understand the plan.

In Planner, each project has a customisable collection of Assets, set out exclusively by Project Admins, ensuring that every member of the team is describing the same Subcontractor, Material etc., driving consistency of data while giving those building plans a list of assets to quickly input into their plans.


The Work Breakdown Structure (WBS) is a branching hierarchical structure, ideal for reporting the plan's progress to clients and other stakeholders. You can build one up from scratch from the Structure section of Project Assets, or if you are Importing from a master schedule you can import the structure directly from there.

Packages are custom groupings of Tasks, which can be created by any user, allowing you structure your work in a way that makes more sense to you or to those needing to deliver the plan. Head to the Structures section of Project Assets to create a new package, or create on directly on the Gantt.


Subcontractors allow the team to easily communicate responsibility of work and assign accountability to those responsible for a Task's delivery. Subcontractors can be added from the Resources section of Project Assets, with a custom colour to represent them on the Gantt.

Allocating Resources to the plan, allows you to easily communicate and track resources required to deliver work. Head to the Resource section to add each resource along with respective units of measure and groupings.

Users & Teams

Make sure everyone on the team is on the Project with the right role from the Users section, or create custom groups of users to view on the Gantt from the Teams section allowing for a focused view of how specific part of your team are progressing.


Upload and name schematics and maps for your team to mark out Work Areas from in the Locations section. You can rename uploaded images for, or set a location as 'no image required'.


Calendars dictate the days in the week that a Task can and can't take place on. Your project will come with a preset list of calendars to choose from but you can also create a custom calendar, choosing the type of working week you want as well as any specific non-working days.

Delay Reasons

instead of going through the long process of filling delay registers or altering affected activities, Planner simply asks you to choose a delay reason from preset list that you as Admins get to define, when logging a delay. Each Project comes with a default list but you as admins can create your own, or choose ones stored an an organisational level.

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