There are two main structures the plan can be viewed by; Packages and WBS. The WBS assigned to a Task has no relation to the Package it may also be grouped in.
Packages
All users can create Packages to group their own tasks into.
Package Properties
Property | Description |
Name | Descriptive name given to the Package |
Start | Start date of the first Task within the Package |
End | End date of the last Task within the Package |
Owner | User that is accountable for the Package |
Locked | Only the Owner can use the Package |
Public | All users can use the Package |
Assigned to | User(s) that have been assigned to all Tasks inside the Package |
Notes | Additional text notes that can be attached the Package |
Comments | Thread of communications on the Package |
Documents | Documents that have been uploaded and attached to the Package |
Package Tag Colour | Package Tag colours are generated randomly |
Locked and Public Packages
By default, any new Package will be created Locked to the Owner. Only the Owner of a Locked Package can add tasks into it. Packages can be switched to Public, allowing other users to collaborate and add their own tasks into another user’s Package.
Package Codes
Each Package is automatically assigned a unique code that follows this logic:
X-00N (X = First letter of Project name) (N = Number of Packages created)
Default Packages
When a brand new Project is created, three default public Packages will be generated:
Level 1 Structure - X-001
Level 2 Structure - X-002
Level 2 Electrical - X-003
Deactivated and Deleted Packages
Deactivated Packages will no longer be available to add tasks into. However, deactivated Packages will still group all tasks assigned to it before it was deactivated.
If a deactivated Package is permanently deleted, any remaining tasks will be automatically ejected from the Package and placed into the ‘Without Package’ group.
WBS
The WBS can be used to group all tasks under a single, controlled structure. Only an Admin can create or edit the WBS.
The WBS can be created manually inside Aphex, imported from CSV, or from connecting to the Master Schedule.
WBS Codes
Each WBS much have a unique code. Changes cannot be saved if a duplicate code is detected.
When indenting / outdenting the exisiting WBS, the newly updated code(s) will be created in the next available position in the branch.
The colours for each WBS are randomly generated.
Default WBS
When a brand new Project is created, three default WBS will be generated:
1 - Construction
1.1 - Level 1
1.2 - Level 2
Deleted WBS
Deleted WBS are automatically removed from the WBS structure and the Gantt. Any tasks that were grouped in a deleted WBS will be ejected from the WBS and placed into the 'No WBS Assigned' group.
Opting to delete the entire WBS branch will delete the selected code, and all WBS nested underneath.