Title: Undergroundact Project Planner
Author: btolman
Published: <strong>October 16, 2026</strong>
Last modified: October 16, 2026

---

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# Undergroundact Project Planner

 By [btolman](https://profiles.wordpress.org/btolman/)

[Download](https://downloads.wordpress.org/plugin/undergroundact-project-planner.0.2.69.zip)

 * [Details](https://wordpress.org/plugins/undergroundact-project-planner/#description)
 * [Reviews](https://wordpress.org/plugins/undergroundact-project-planner/#reviews)
 *  [Installation](https://wordpress.org/plugins/undergroundact-project-planner/#installation)
 * [Development](https://wordpress.org/plugins/undergroundact-project-planner/#developers)

 [Support](https://wordpress.org/support/plugin/undergroundact-project-planner/)

## Description

Undergroundact Project Planner is built for teams that want clarity without ceremony:

 * Capture work quickly (bulk import / add task)
 * Focus the list (filters + sorting)
 * Execute (project view + ordering)
 * Communicate (Project Status Report)
 * Export CSV whenever you need portability

This plugin includes a Project Status Report designed to be copied/forwarded into
email or docs.

#### Core Features

 * Dashboard view with filters and sortable columns
 * Project view with drag/drop ordering + Save Order
 * To‑Do view (filtered task list)
 * Project Status Report (forwardable executive summary)
 * Bulk import (paste one task per line)
 * CSV export for Dashboard, Project view, and Project Status Report
 * Admin project Import / Export for moving a project and its tasks between Undergroundact
   Project Planner sites
 * Admin management for recurring-task frequencies
 * Simple access control (project + category View/Edit)
 * Optional AI suggestions (off by default)

#### What this plugin is NOT

Undergroundact Project Planner intentionally does NOT include:

 * Notifications/digests
 * Slack/Teams/Calendar integrations
 * Enterprise resource-loaded scheduling / critical-path planning
 * Approvals/workflow engine
 * Heavy audit/compliance logging

Those belong in optional add-ons so the open source core stays fast and calm.

### External Services

Undergroundact Project Planner has optional AI features, disabled by default. On
WordPress 7.0+, it uses the native WordPress AI Client and the text-generation provider
configured by the site owner in Settings > Connectors. The plugin does not connect
directly to OpenAI or store new provider credentials.

 * AI Suggestions: generates proposed improvements, missed steps and follow-up questions
   about an existing project.
 * Statement of Work: generates a draft document from project goals and task details.
 * What external service is used: Whichever compatible AI provider the site owner
   connects in WordPress Settings > Connectors (such as OpenAI, Anthropic or Google);
   providers and terms vary.
 * What is sent: Project name, description and goals (when available), and the relevant
   task/step text including categories/subcategories, dependencies and notes. Only
   tasks the user can view are included.
 * When information is sent: Only when the plugin’s optional AI feature is enabled
   and a logged-in user explicitly requests an AI result. WordPress handles the 
   provider API request using the site owner’s configured credentials.
 * Credentials: Configure the provider via Settings > Connectors. Old OpenAI keys
   in legacy Planner settings are not transferred to WordPress; they are removed
   from the legacy option on upgrade. No AI call is made merely by enabling AI or
   viewing an ordinary project page.
 * Data retention: The plugin temporarily caches generated suggestions and Statements
   of Work for up to 12 hours; provider processing and retention depend on the provider’s
   terms. The plugin does not promise a provider-independent equivalent of the old
   OpenAI `store: false` option.
 * Provider terms/privacy: Review the policies of the provider you choose before
   activating AI. Examples: https://openai.com/policies/privacy-policy/ ; https://
   www.anthropic.com/legal/privacy ; https://policies.google.com/privacy .
 * Costs: Any AI API charges are billed under the credentials configured in WordPress;
   Undergroundact Project Planner does not pay those charges. Administrators can
   view recent successful requests and provider-reported tokens in Planner AI Settings.
   The adjustable prompt-size guard measures bytes, not tokens or dollars; the existing
   12-hour response cache avoids repeat requests, while refreshing makes another
   provider call. Recent usage metadata (not prompts or generated content) is stored
   in a bounded WordPress option, with entries older than 30 days pruned on the 
   next successful request.

## Installation

 1.  Upload the plugin folder to `/wp-content/plugins/` (or install via the Plugins
     screen).
 2.  Activate the plugin.
 3.  Create a WordPress Page and place this shortcode in the content:
 4.  [betpp_dashboard]
 5.  In WP Admin, go to Undergroundact Project Planner  Getting Started.
 6.  Define your lookups (Projects, Categories, Subcategories, Statuses, Priorities,
     Frequencies, Owners).
 7.  Set User Access (who can view/edit by project + category).
 8.  Use Bulk Import to paste tasks and start running work.
 9.  Optional AI: go to Settings > Connectors and configure an AI provider, then enable
     AI under Undergroundact Project Planner > AI Settings. The site owner is responsible
     for AI service costs and policies.

## FAQ

### Will uninstall delete my tasks?

No. By default, uninstall keeps data. A planner is a database of record; uninstall
should not wipe your work.

### Does Undergroundact Project Planner use custom database tables?

Yes. Undergroundact Project Planner stores planner data in custom database tables(
vsl_plan_*). This keeps task/project data fast and structured without overloading
postmeta.

Tables used include:

 * vsl_plan_categories
 * vsl_plan_frequencies
 * vsl_plan_item_categories
 * vsl_plan_item_subcategories
 * vsl_plan_owners
 * vsl_plan_priorities
 * vsl_plan_projects
 * vsl_plan_statuses
 * vsl_plan_subcategories
 * vsl_plan_tasks
 * vsl_plan_time_entries
 * vsl_plan_user_categories
 * vsl_plan_vendors

These tables are created/updated via WordPress’s dbDelta() during activation/upgrade
checks.

### How do I completely remove plugin data?

By default, uninstall keeps data (see uninstall.php) to prevent accidental loss.

To remove all Undergroundact Project Planner data manually:

 1. Deactivate and uninstall the plugin.
 2. Using a database tool (e.g. phpMyAdmin), drop the vsl_plan_* tables listed above.

(An optional “delete data on uninstall” setting may be added in a future release;
it would remain OFF by default.)

### How do I export to CSV?

Each list view includes an Export CSV button. Exports respect your current filters
and sorting.

### Can I use this without AI?

Yes. AI suggestions are optional and disabled by default.

### Does this work with caching plugins?

Yes. CSV exports are routed through a non-cacheable endpoint.

## Reviews

There are no reviews for this plugin.

## Contributors & Developers

“Undergroundact Project Planner” is open source software. The following people have
contributed to this plugin.

Contributors

 *   [ btolman ](https://profiles.wordpress.org/btolman/)

[Translate “Undergroundact Project Planner” into your language.](https://translate.wordpress.org/projects/wp-plugins/undergroundact-project-planner)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/undergroundact-project-planner/),
check out the [SVN repository](https://plugins.svn.wordpress.org/undergroundact-project-planner/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/undergroundact-project-planner/)
by [RSS](https://plugins.trac.wordpress.org/log/undergroundact-project-planner/?limit=100&mode=stop_on_copy&format=rss).

## Changelog

#### 0.2.69

 * Updated the WordPress installer description to reflect category-based access 
   and AI features.
 * Prefixed local AI usage-history display variables to satisfy WordPress coding
   standards. No functional or schema changes.

#### 0.2.68

 * Increased the AI Statement of Work maximum generated-output allowance from 2,400
   to 6,000 tokens to accommodate larger projects and reasoning models.
 * Retained the existing 2,000-token limit for AI Suggestions, request timeouts,
   prompt-size guard, cache, usage diagnostics, and SOW format. No automatic retries
   or schema changes.

#### 0.2.67

 * Set per-request Core AI Client HTTP timeouts to 60 seconds for AI Suggestions
   and 90 seconds for AI Statement of Work, without changing other plugins’ timeout
   settings.
 * Show a clearer message when provider requests time out while keeping the original
   provider error in administrator diagnostics. Hosting and proxy timeouts may still
   be shorter.
 * Preserved existing prompts, token limits, caching and provider usage reporting;
   no database schema changes.

#### 0.2.66

 * Added administrator-only AI request diagnostics with provider/model, reported
   input/output/total tokens, prompt byte size and elapsed seconds (most recent 
   30 successful requests; only the past 30 days appear, with older entries pruned
   on subsequent requests).
 * Added configurable, pre-flight 24,000-byte default maximum AI prompt size. Oversized
   requests are refused before contacting the provider; there are no token or cost
   guarantees.
 * Preserved the existing 12-hour generated-content cache and refresh behavior. 
   No schema changes or new provider credentials.

#### 0.2.65

 * Relabeled the frontend AI action buttons to “AI Suggestions” and “AI Statement
   of Work” without changing functionality.

#### 0.2.64

 * Migrated AI Suggestions and Statement of Work to WordPress 7.0+ Core AI Client
   using Settings > Connectors.
 * Removed the plugin-managed OpenAI API key, model and temperature controls; legacy
   key is removed on upgrade rather than transferred.
 * Updated provider-independent AI documentation and availability checks; retained
   existing project data, task permissions, and non-AI workflows.
 * Minimum WordPress version increased from 6.2 to 7.0; no database schema changes.

#### 0.2.63

 * Enforced per-task edit permission checks for status changes, edits, deletes, 
   and ordering.
 * Restricted new task/category assignments and Project Builder submissions to editable
   categories.
 * Corrected the WordPress.org readme short description length.
 * No database schema changes.

#### 0.2.62

 * Rebranded as Undergroundact Project Planner (formerly B-Planner); plugin slug
   and translation domain updated.
 * Preserved existing vsl_plan_* tables, betpp_* settings, shortcodes, and legacy
   SQL backup/restore support.
 * No database schema changes.

#### 0.2.61

 * Reworked the Undergroundact Project Planner Admin Tools dashboard into a two-
   column tool-and-description table for clearer navigation.
 * No database or schema changes.

## Meta

 *  Version **0.2.69**
 *  Last updated **11 hours ago**
 *  Active installations **Fewer than 10**
 *  WordPress version ** 7.0 or higher **
 *  Tested up to **7.1.3**
 *  PHP version ** 7.4 or higher **
 * Tags
 * [planner](https://wordpress.org/plugins/tags/planner/)[productivity](https://wordpress.org/plugins/tags/productivity/)
   [project management](https://wordpress.org/plugins/tags/project-management/)[task management](https://wordpress.org/plugins/tags/task-management/)
   [todo list](https://wordpress.org/plugins/tags/todo-list/)
 *  [Advanced View](https://wordpress.org/plugins/undergroundact-project-planner/advanced/)

## Ratings

No reviews have been submitted yet.

[Your review](https://wordpress.org/support/plugin/undergroundact-project-planner/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/undergroundact-project-planner/reviews/)

## Contributors

 *   [ btolman ](https://profiles.wordpress.org/btolman/)

## Support

Got something to say? Need help?

 [View support forum](https://wordpress.org/support/plugin/undergroundact-project-planner/)