Plan Management

Plans are scheduling documents that contain tasks, timelines, dependencies, and resource assignments. They provide the detailed work breakdown structure (WBS) for your projects.

Understanding Plans

Plans in YAPL provide:

• Task Organization - Hierarchical work breakdown structure
• Timeline Management - Start/end dates with dependencies
• Version Control - Track changes with named versions
• Multiple Views - Tasks list, Kanban board, Gantt timeline
• Resource Allocation - Assign equipment, materials, personnel
• Progress Tracking - Monitor completion and effort

Plan Architecture

Plan
├── Basic Information
│   ├── Name, Description
│   ├── Version (user-named)
│   └── Status (Draft/Published)
├── Tasks (WBS hierarchy)
│   ├── Parent Tasks
│   │   └── Subtasks
│   ├── Dependencies
│   └── Assignments
├── Resources
│   ├── Equipment
│   ├── Materials
│   └── Consumables
└── Settings
    ├── Calendar
    ├── Baseline
    └── Custom Statuses

Plan Views

Access different perspectives of your plan:

In This Section

Getting Started

• Creating Plans - Set up new plans
• Offline Editing - Work without internet connection

Version Management

• Plan Versions - Track and compare versions
• Publishing Plans - Finalize and share plans

Connections

• Plan Assignments - Connect plans to projects

Quick Reference

Plan Limits by Tier

Standalone vs. Project Plans

Project Plans

Plans associated with a project:

• Inherit project team access
• Visible in project context
• Part of project metrics

Standalone Plans

Plans without project association:

• Personal planning workspace
• Independent access control
• Can be assigned to projects later

Best Practices

Plan Structure

• Use meaningful task hierarchy
• Keep plans focused and manageable
• Stay within task limits for performance

Version Management

• Name versions descriptively
• Create baseline before major changes
• Use version comparison for tracking

Collaboration

• Assign plans to appropriate projects
• Use Kanban for agile workflows
• Use Gantt for timeline-critical work

Related Topics

• Tasks - Task management
• Gantt Charts - Timeline visualization
• Kanban Board - Board-based management
• Projects - Project management