# Plan Assignments (https://yapl.app/en/docs/user-guides/plans/plan-assignments)

# 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:

| Who | Access |
|-----|--------|
| Project team members | Based on team role |
| Non-project members | No access |
| Workspace owners | Full access |

### 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

| Plan Status | Access Via |
|-------------|------------|
| Assigned | Project team membership |
| Standalone | Workspace membership |

### 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](/docs/user-guides/plans/creating-plans) - Plan setup
- [Team Assignments](/docs/user-guides/teams/team-assignments) - Project access
- [Projects](/docs/user-guides/projects) - Project management