YAPL Documentation
User GuidesProjects

Projects

Complete guide to creating and managing projects in YAPL.

Project Management

Projects are the core organizational unit in YAPL. They represent distinct pieces of work with defined timelines, budgets, and team assignments.

Understanding Projects

Projects in YAPL provide:

  • Organizational Structure - Container for plans, tasks, and resources
  • Team-Based Access - Controlled through team assignments
  • Lifecycle Management - Status tracking from planning to completion
  • Budget Tracking - Financial monitoring and cost control
  • Timeline Management - Start and end dates with progress tracking

Project Architecture

Project
├── Basic Information
│   ├── Name, Description, Code
│   ├── Status (Planning → Active → Completed)
│   └── Client and Location
├── Timeline & Budget
│   ├── Start and End Dates
│   └── Budget Amount and Currency
├── Team Assignments (1-10 teams)
└── Plans (schedules with tasks)
    └── Tasks, Dependencies, Resources

In This Section

Getting Started

Configuration

Lifecycle

Analytics

Quick Reference

TaskLocation
Create projectProjects > Create Project
Edit projectProjects > [Project] > Edit
Change statusProjects > [Project] > Status
Assign teamsProjects > [Project] > Teams
View metricsProjects > [Project] > Overview
Archive projectProjects > [Project] > Archive

Project Status Overview

StatusDescriptionNext States
PlanningInitial setup phaseActive, Archived
ActiveWork in progressOn Hold, Completed, Archived
On HoldTemporarily pausedActive, Completed, Archived
CompletedWork finishedArchived
ArchivedLong-term storageNone

Subscription Limits

TierProject LimitPlans per Project
TrialUnlimitedUnlimited
Basic5 active2
ProfessionalUnlimitedUnlimited

Best Practices

Planning Phase

  • Define clear project scope before creation
  • Set realistic timelines
  • Identify all teams that need access
  • Configure project code format

Active Phase

  • Regularly update project status
  • Monitor progress through metrics
  • Adjust timelines as needed
  • Keep team assignments current

Completion

  • Verify all work is complete
  • Review project metrics
  • Mark as completed
  • Archive when no longer needed

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