Let’s take a look at the new features in Meisterplan that make it even easier to simplify and manage your resources and project portfolio.
Bienvenue dans Meisterplan!
In addition to English and German, Meisterplan can now be used in French. Easily set your language preference in the settings in My Account, and all menus will then be displayed in the language of your choice.
New Update Features At a Glance
Now you can learn about all of the new features as soon as Meisterplan is updated. When you first log in to Meisterplan after an update, a dialog box will open displaying the new features of the update. If you want to review this information after your first log in, then you can open the About Meisterplan menu item and click Release Notes.
A Smoother Integration with Smartsheet and Meisterplan for Efficient Resource Management
New updates to the integration with Smartsheet include:
- Only resources assigned as project manager or assigned to a task will be imported to Meisterplan when no Resource Sheet is selected. This gives you more control over which resources are imported.
- You can now choose to import email addresses from the optional Email column in Smartsheet.
- You can search for a Project Report or Resource Sheet.
- You can now import Allocations from Smartsheet. If the allocation percentage value is set in Smartsheet, then the resource will be imported with that given value. If no value is set in Smartsheet, the resource will import with 100% allocation.
- When using a Resource Sheet to import resources, you have the Option to assign roles to Tasks and import allocations of a role Level.
More Choices with Excel Import
You now have more choices when importing your data from Excel, so that you can be assured that you have all of the information that you need to focus on what is most important and simplify your resource and project portfolio management.
New updates to the integration with Excel:
There is a new option in the Main Menu to Import from Excel directly into your Plan of Record in Meisterplan. (Please note: The Excel import may behave different from the Excel Connector in some cases. For more information, please see the Online Help). There are two modes with available with the Excel import:
- Keep and update (default) allows you to keep all data in the Plan of Record, update the data and add new items.
- Delete and replace allows you to delete the existing data inside Meisterplan and replace it with the newly imported projects, resources and roles.
The Excel Connector now includes a folder icon, which allows you to immediately choose your Excel template and import the data.
Like What You’re Reading?
Subscribe to our mailing list to receive similar articles right to your inbox.
By entering my email address and clicking on “SUBSCRIBE”, I agree to receive regular information from Meisterplan on project portfolio management, resource management and Meisterplan. I can unsubscribe from the Meisterplan newsletter at any time.