Creating Plans

Plans are the scheduling foundation in YAPL. This guide covers creating plans, configuring initial settings, and connecting them to projects.

When to Create a Plan

Create a plan when you need to:

• Schedule project work - Define tasks with timelines
• Track progress - Monitor completion and effort
• Coordinate resources - Assign equipment and materials
• Visualize timeline - Use Gantt charts for planning
• Manage workflow - Use Kanban for agile processes

Creating a New Plan

Step 1: Navigate to Plans

1. Click Plans in the sidebar navigation
2. Click Create Plan

Or from a project:

1. Open the project
2. Navigate to Plans tab
3. Click Create Plan

Step 2: Enter Plan Information

Step 3: Create the Plan

Click Create Plan to finish. You'll be taken to the plan's task view.

Plan Name Guidelines

Good plan names are:

• Descriptive - Indicate scope or phase
• Distinguishable - Different from other plans
• Concise - Easy to recognize in lists

Examples:

• "Phase 1 - Foundation"
• "Sprint 23 Plan"
• "Q1 2025 Schedule"
• "Site Preparation"

Version Name

Every plan starts with an initial version:

Version names help identify plan states when comparing or restoring.

Plan Types

Project-Associated Plans

Plans created from project context:

• Automatically linked to project
• Inherit project team access
• Appear in project's plans list
• Part of project metrics

Standalone Plans

Plans created independently:

• Personal or workspace-level
• Not linked to any project
• Can be assigned later
• Independent access

After Creation

Your new plan is ready for:

Adding Tasks

Create your work breakdown structure:

1. Navigate to Tasks tab
2. Click Add Task
3. Enter task details
4. Create subtasks as needed

Setting Up Views

Access different perspectives:

• Tasks - Hierarchical list view
• Kanban - Status-based board
• Timeline - Gantt chart

Configuring Settings

Customize plan behavior:

• Calendar settings
• Custom statuses
• Baseline configuration

Plan Limits

Subscription tiers limit plan capabilities:

Plan Workflow

Typical Creation Flow

1. Create plan with name and initial version
2. Add tasks to build WBS
3. Set dependencies between tasks
4. Assign resources to tasks
5. Set baseline when planning complete
6. Track progress during execution
7. Create versions as changes occur

Quick Start

Minimum required:

• Plan name
• Version name

Add everything else after creation.

Editing Plans

After creation, modify plan settings:

1. Open the plan
2. Click settings icon or navigate to Settings tab
3. Update name, description
4. Save changes

Duplicating Plans

To create similar plans:

1. Consider creating a new version
2. Or create new plan and manually copy structure
3. Import/export features (Professional tier)

Deleting Plans

To delete a plan:

1. Navigate to plan settings
2. Find delete option
3. Confirm deletion

Troubleshooting

Cannot Create Plan

"Plan limit reached"

• Trial tier: Maximum 1 plan per workspace
• Basic tier: Maximum 10 plans per workspace
• Upgrade to Professional for unlimited plans
• Archive unused plans to free up quota

"You don't have permission"

• Verify team role allows plan creation
• Contact team lead or owner

Plan Not Appearing

• Refresh the page
• Check if creation completed
• Verify you have access to view plans

Missing Features

• Some features require Professional tier
• Gantt editing needs Professional
• Cost tracking needs Professional

Related Topics

• Plan Versions - Version management
• Publishing Plans - Finalizing plans
• Plan Assignments - Project connections
• Tasks - Task management