Plan Versions

Plan versioning allows you to track changes over time, compare different states, and restore previous versions when needed.

Understanding Versions

Versions in YAPL provide:

• Change Tracking - Record plan states at specific points
• Comparison - View differences between versions
• Restoration - Return to previous states
• Audit Trail - History of plan evolution

Version Concepts

Version Names

Each version has a user-defined name:

Draft vs. Published

Accessing Versions

Versions Tab

1. Open a plan
2. Navigate to Versions tab
3. View version list and history

Version Information

Each version shows:

• Version name
• Creation date
• Created by
• Status (Draft/Published)
• Task count snapshot

Creating Versions

When to Create Versions

Create a new version when:

• Completing a planning phase
• Before major changes
• After client approval
• At regular intervals

How to Create a Version

1. Open the plan
2. Navigate to Versions tab
3. Click Create Version
4. Enter version name
5. Add optional description
6. Click Create

Version Contents

A new version captures:

• Current task structure
• Task properties and dates
• Dependencies
• Resource assignments
• Custom configurations

Comparing Versions

Version Comparison

Compare two versions to see changes:

1. Go to Versions tab
2. Select two versions to compare
3. Click Compare
4. View difference report

Comparison Shows

Restoring Versions

When to Restore

Restore a previous version when:

• Current changes need to be reverted
• Earlier plan was more accurate
• Recovering from mistakes

How to Restore

1. Go to Versions tab
2. Find the version to restore
3. Click Restore or similar action
4. Confirm restoration

Restoration Behavior

• Current plan becomes a new version
• Restored content becomes active
• History is preserved
• No data is lost

Version History

Viewing History

The versions tab shows:

• Chronological version list
• Version metadata
• Quick actions

History Timeline

v1 "Initial Draft" (2025-01-01)
    ↓
v2 "After Review" (2025-01-15)
    ↓
v3 "Client Approved" (2025-01-20)
    ↓
v4 "Scope Change" (2025-02-01) ← Current

Default Version

Setting Default

One version can be marked as default:

• Displayed by default when opening plan
• Used for project metrics
• Reference point for comparisons

Changing Default

1. Go to Versions tab
2. Find desired version
3. Click Set as Default
4. Confirm selection

Version Limits

By Subscription Tier

Best Practices

Naming Conventions

Establish consistent naming:

• Date-based: "YYYY-MM-DD" or "Rev A, B, C"
• Milestone-based: "Baseline", "Midpoint", "Final"
• Mixed: "Rev A - 2025-01-15"

Version Frequency

• Create versions at natural breakpoints
• Before significant changes
• After stakeholder reviews
• Regular intervals (weekly/monthly)

Documentation

• Use description field for context
• Note reason for version creation
• Reference related decisions

Version Conflicts

Understanding Conflicts

Conflicts can occur when:

• Multiple editors make changes
• Restoring overwrites recent work
• Concurrent version creation

Resolving Conflicts

YAPL requires manual conflict resolution:

• No automatic merging
• Review changes carefully
• Create new version with resolved content

Troubleshooting

Cannot Create Version

"You don't have permission"

• Verify you have edit access
• Check team role

Version Not Appearing

• Refresh the page
• Check creation completed
• Verify filter settings

Comparison Not Working

• Ensure both versions exist
• Check for subscription limitations
• Try refreshing the page

Restore Failed

• Check for active edits
• Verify version is accessible
• Contact support if persistent

Related Topics

• Creating Plans - Plan setup
• Publishing Plans - Finalizing versions
• Baseline Comparison - Gantt baseline