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, ResourcesIn This Section
Getting Started
- Creating Projects - Set up new projects step by step
Configuration
- Project Settings - Configure project properties and details
Lifecycle
- Project Lifecycle - Understand status transitions
- Archiving Projects - Long-term project storage
Analytics
- Project Metrics - Track progress and performance
Quick Reference
| Task | Location |
|---|---|
| Create project | Projects > Create Project |
| Edit project | Projects > [Project] > Edit |
| Change status | Projects > [Project] > Status |
| Assign teams | Projects > [Project] > Teams |
| View metrics | Projects > [Project] > Overview |
| Archive project | Projects > [Project] > Archive |
Project Status Overview
| Status | Description | Next States |
|---|---|---|
| Planning | Initial setup phase | Active, Archived |
| Active | Work in progress | On Hold, Completed, Archived |
| On Hold | Temporarily paused | Active, Completed, Archived |
| Completed | Work finished | Archived |
| Archived | Long-term storage | None |
Subscription Limits
| Tier | Project Limit | Plans per Project |
|---|---|---|
| Trial | Unlimited | Unlimited |
| Basic | 5 active | 2 |
| Professional | Unlimited | Unlimited |
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
Related Topics
- Your First Project - Getting started guide
- Team Assignments - Access control
- Plans - Schedule management
- Tasks - Work items
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