Plan Assignments

Plan assignments connect plans to projects, controlling access and integrating plans into project metrics and reporting.

Understanding Assignments

Plan assignments determine:

• Which project the plan belongs to
• Who can access the plan (via project teams)
• Where it appears in navigation and reports
• How metrics combine with project data

Assignment Types

Project-Assigned Plans

Plans linked to a specific project:

• Created from project context
• Inherit project team access
• Appear in project's plan list
• Part of project metrics

Standalone Plans

Plans without project assignment:

• Created independently
• Workspace-level access
• Personal or shared planning
• Can be assigned later

Assigning Plans to Projects

During Plan Creation

When creating from project context:

1. Open project
2. Navigate to Plans
3. Create Plan
4. Automatically assigned to project

After Creation

Assign existing plan to project:

1. Open the plan
2. Navigate to Assignments tab
3. Click Assign to Project
4. Select project from list
5. Confirm assignment

Viewing Assignments

From Plan

1. Open the plan
2. Navigate to Assignments tab
3. View connected projects

From Project

1. Open project
2. View Plans tab or section
3. See all assigned plans

Assignment Effects

Access Control

When assigned to a project:

Metrics Integration

Assigned plans contribute to project:

• Task completion statistics
• Timeline metrics
• Budget tracking (if enabled)
• Progress reporting

Navigation

Assigned plans appear:

• In project's plan list
• Project metrics dashboard
• Project reports

Removing Assignments

When to Remove

Remove assignment when:

• Plan no longer relevant to project
• Moving to different project
• Converting to standalone

How to Remove

1. Open the plan
2. Navigate to Assignments tab
3. Find the assignment
4. Click Remove or unlink option
5. Confirm removal

Removal Effects

After removing:

• Plan becomes standalone
• Access changes to workspace-level
• Removed from project metrics
• Historical data preserved

Multiple Project Assignments

Single vs. Multiple

Plans typically have one project assignment:

• Clear ownership
• Straightforward access
• Simple metrics

Shared Plans

If plan serves multiple projects:

• Consider multiple project assignment
• Or use standalone with explicit sharing
• Metrics may be shared

Reassigning Plans

Moving Between Projects

To move a plan to different project:

1. Remove current assignment
2. Add new project assignment
3. Access updates immediately

Considerations

Before reassigning:

• New project team gains access
• Old project loses the plan
• Metrics shift to new project

Standalone Plan Uses

When to Use Standalone

• Personal planning workspace
• Cross-project planning
• Templates (copy to projects)
• External consultant work

Converting to Assigned

Any standalone plan can be assigned:

1. Open plan
2. Go to Assignments
3. Select project
4. Plan joins project

Access Implications

Project Assignment Controls Access

Team Role Impact

For assigned plans, team role determines:

• Lead: Full access
• Member: Edit access
• Viewer: View only

Best Practices

Clear Assignment

• Assign to one primary project
• Document if shared
• Review assignments periodically

Planning Workflow

1. Create standalone for initial drafting
2. Assign to project when ready
3. Access automatically managed

Organization

• Don't leave orphaned standalone plans
• Clean up unneeded assignments
• Use descriptive plan names

Troubleshooting

Cannot Assign Plan

"You don't have permission"

• Need project edit access
• Verify team role in target project

"Project not found"

• Verify project exists
• Check your project access

Assignment Not Working

• Refresh the page
• Check for conflicts
• Verify save completed

Lost Access After Change

• Check project team membership
• Verify assignment is correct
• Contact workspace owner

Related Topics

• Creating Plans - Plan setup
• Team Assignments - Project access
• Projects - Project management