# Plans (https://yapl.app/en/docs/user-guides/plans)

# Plan Management

Plans are scheduling documents that contain tasks, timelines, dependencies, and resource assignments. They provide the detailed work breakdown structure (WBS) for your projects.

## Understanding Plans

Plans in YAPL provide:

- **Task Organization** - Hierarchical work breakdown structure
- **Timeline Management** - Start/end dates with dependencies
- **Version Control** - Track changes with named versions
- **Multiple Views** - Tasks list, Kanban board, Gantt timeline
- **Resource Allocation** - Assign equipment, materials, personnel
- **Progress Tracking** - Monitor completion and effort

## Plan Architecture

```
Plan
├── Basic Information
│   ├── Name, Description
│   ├── Version (user-named)
│   └── Status (Draft/Published)
├── Tasks (WBS hierarchy)
│   ├── Parent Tasks
│   │   └── Subtasks
│   ├── Dependencies
│   └── Assignments
├── Resources
│   ├── Equipment
│   ├── Materials
│   └── Consumables
└── Settings
    ├── Calendar
    ├── Baseline
    └── Custom Statuses
```

## Plan Views

Access different perspectives of your plan:

| View | Purpose | Location |
|------|---------|----------|
| **Tasks** | List view with WBS hierarchy | `/plans/[id]/tasks` |
| **Kanban** | Board view by status columns | `/plans/[id]/kanban` |
| **Timeline** | Gantt chart with dependencies | `/plans/[id]/timeline` |
| **Assignments** | Project connections | `/plans/[id]/assignments` |
| **Cost** | Budget and cash flow | `/plans/[id]/cost` |
| **Groups** | Resource crews | `/plans/[id]/groups` |
| **Resources** | Equipment/materials | `/plans/[id]/resources` |
| **Settings** | Configuration | `/plans/[id]/settings` |
| **Versions** | Version history | `/plans/[id]/versions` |

## In This Section

### Getting Started
- **[Creating Plans](/docs/user-guides/plans/creating-plans)** - Set up new plans
- **[Offline Editing](/docs/user-guides/plans/offline-editing)** - Work without internet connection

### Version Management
- **[Plan Versions](/docs/user-guides/plans/plan-versions)** - Track and compare versions
- **[Publishing Plans](/docs/user-guides/plans/publishing-plans)** - Finalize and share plans
- **[Exporting and Importing Plans](/docs/user-guides/plans/import-export-plans)** - Manage data migration

### Connections
- **[Plan Assignments](/docs/user-guides/plans/plan-assignments)** - Connect plans to projects

## Quick Reference

| Task | Location |
|------|----------|
| Create plan | Plans > Create Plan |
| Add tasks | Plans > [Plan] > Tasks |
| View Kanban | Plans > [Plan] > Kanban |
| View timeline | Plans > [Plan] > Timeline |
| Manage versions | Plans > [Plan] > Versions |
| Configure settings | Plans > [Plan] > Settings |

## Plan Limits by Tier

| Feature | Trial | Basic | Professional |
|---------|-------|-------|--------------|
| Plans per workspace | 1 | 10 | Unlimited |
| Tasks per plan | 200 | 200 | 500 |
| Gantt editing | Yes | No | Yes |
| Cost tracking | Yes | No | Yes |
| Import/export | No | No | Yes |

## Standalone vs. Project Plans

### Project Plans

Plans associated with a project:
- Inherit project team access
- Visible in project context
- Part of project metrics

### Standalone Plans

Plans without project association:
- Personal planning workspace
- Independent access control
- Can be assigned to projects later

## Best Practices

### Plan Structure

- Use meaningful task hierarchy
- Keep plans focused and manageable
- Stay within task limits for performance

### Version Management

- Name versions descriptively
- Create baseline before major changes
- Use version comparison for tracking

### Collaboration

- Assign plans to appropriate projects
- Use Kanban for agile workflows
- Use Gantt for timeline-critical work

## Related Topics

- [Tasks](/docs/user-guides/tasks) - Task management
- [Gantt Charts](/docs/user-guides/gantt) - Timeline visualization
- [Kanban Board](/docs/user-guides/kanban) - Board-based management
- [Projects](/docs/user-guides/projects) - Project management