Creating Projects

Projects are the foundation of work organization in YAPL. This guide walks you through creating a project using the 4-step wizard.

Prerequisites

Before creating a project:

1. At least one team exists - Projects require team assignment (unless you're a workspace owner)
2. Workspace configured - Basic workspace settings should be complete
3. Subscription active - Verify you haven't reached project limits

Starting Project Creation

Navigate to Projects

1. Click Projects in the sidebar navigation
2. Click the Create Project button

The project creation wizard opens with four steps.

Step 1: Team Assignment

Select which teams will have access to this project.

For Regular Users

For Workspace Owners

Owners can create projects without team assignment if needed.

Team Selection Tips

• Select teams that will actively work on the project
• Multiple teams can collaborate on the same project
• You can modify team assignments later

Step 2: Basic Information

Enter the core project details.

Required Fields

Optional Fields

Project Code

The project code is automatically generated based on your workspace's project numbering settings:

• Format: PREFIX-YEAR-SEQUENCE (e.g., PROJ-25-001)
• Customizable: You can override the auto-generated code
• Unique: Must be unique within your workspace

Status Options

Step 3: Timeline & Budget

Set the project schedule and financial parameters.

Timeline

Budget

The currency defaults to your workspace's default currency but can be changed per project.

Step 4: Client & Location

Add optional client and site information.

This information helps identify projects and is useful for field operations.

Completing Creation

1. Review all entered information
2. Click Create Project
3. You'll be redirected to the new project's detail page

After Creation

Your new project is ready for:

Creating Plans

Add schedules with tasks and timelines:

1. Navigate to Plans in sidebar
2. Click Create Plan
3. Associate with your project

Modifying Team Assignments

Adjust which teams have access:

1. Open project settings
2. Navigate to team assignment
3. Add or remove teams

Tracking Progress

Monitor project health:

• View dashboard metrics
• Check task completion
• Monitor budget usage

Project Limits by Tier

Common Creation Scenarios

Quick Project

Minimum required information:

• Team assignment
• Project name
• Default status (Planning)

Full Project Setup

Complete information:

• Team assignment
• Name and description
• Custom project code
• Start and end dates
• Budget with currency
• Client and location

Template-Based

If starting similar projects:

• Use consistent naming conventions
• Apply same team structures
• Copy timeline patterns

Troubleshooting

Cannot Create Project

"No teams available"

• Create at least one team first
• Workspace owners can skip team assignment

"Project limit reached"

• Basic tier: Maximum 5 active projects
• Archive or complete existing projects
• Upgrade to Professional tier

"Project code already exists"

• Codes must be unique
• Modify the auto-generated code
• Check for similar existing projects

Required Fields Missing

The wizard won't proceed without:

• Team selection (for non-owners)
• Project name

Dates Invalid

• End date must be after start date
• Check date format for your locale

Related Topics

• Project Settings - Configure project details
• Project Lifecycle - Status management
• Team Assignments - Access control
• Your First Project - Getting started guide