# Plans

How to review, approve or reject changes an agent has proposed for your workspace.

Plans lists the changes an agent has proposed for your workspace. Nothing in a plan is written until someone approves it, either you here or an operator at your agency in [Plans and blueprints](/docs/agency/plans). A plan never deletes anything.

## Who can open it

Only owners and admins. Plans is not shown in the Settings menu for anyone else, and anyone else who opens the address is sent to Account. Only plans for this existing workspace appear here. A plan that creates a new workspace stays with your agency.

## The list

Plans waiting for approval are listed first. Each row shows where the plan came from (for example, the template it was built from), its state and when it was made. The states you can see are:

| State | Meaning |
| --- | --- |
| Planned | Drafted, not yet sent for approval. |
| Waiting for approval | Ready for you to decide. |
| Applying | Approved and being written now. |
| Applied | Written in full. |
| Rejected | Turned down. Nothing was written. |
| Stopped at a failure | Writing stopped partway. |
| Expired | Not decided in time. |
| Out of date | Things changed since it was made. |

## Review and decide a plan

1. Open a plan from the list. The header shows its state and, while it is waiting, when it expires. It also shows the plan's class, which PYLO decides from what the plan would change (internal, reversible in the client's tools, hard to reverse, or people and money), and once it is approved, how: in the app, by chat code, or under a standing approval. See [Approvals](/docs/settings/approvals).
2. Read the confirm card, which lists each change with its value before and after.
3. Check the other sections. `Not yet` lists changes that approving will skip, each with what has to happen first. You also see how many things are already as the plan wants, and anything the plan leaves as it is.
4. Choose `Approve and apply` to write the changes. You see "Approved and applied." when it has finished.
5. To turn it down, choose `Go back` on the card, then `Reject it` and confirm. Nothing is written, and the agent has to make a new plan. If a plan writes nothing because everything is already true or blocked, choose `Close it` instead.

## Approving by chat code

You can also approve without opening the app. When an agent asks for approval with a chat code, PYLO sends a six digit code to your own phone, email or Slack. Its message says exactly what it approves: the plan's title, how many changes, the workspace, and for people and money the audience, the count and the first line. If that is what you want, type the code into your conversation with the agent. The code lasts 10 minutes, works once, and only for that version of that plan. The agent never sees it before you type it.

## Undoing a plan

An applied plan that was internal or reversible can be undone. The agent asks with `undo_plan`, and PYLO makes a new plan that puts back the values from before. It is approved like any other plan. Anything the first plan created stays, because PYLO never deletes.

## Tokens a plan issues

If an approved plan creates API tokens, they are shown once under `Tokens issued`. Copy them straight away, because PYLO keeps only a fingerprint and cannot show them again. You manage tokens afterwards on [API tokens](/docs/settings/api-tokens).

## What changes elsewhere

Approving writes the listed changes to your workspace immediately, so they show up wherever that setting is used in PYLO.