Excel

Easily Import and Export Project Data with Excel

Excel Logo

Bring Your Meisterplan Data to and from Excel

Many businesses manage detailed project data in multiple Excel spreadsheets. This provides good support for the implementation of individual projects, but to make strategic project portfolio decisions, you need to have integrated data with an overview of all information from various data sources. Replace those numerous spreadsheets by loading your existing data in Meisterplan to experience quality portfolio planning.

Easily Get Your Data from Excel to Meisterplan with Quick Import

Our Quick Import is an easy copy and paste import to move your data from spreadsheets to Meisterplan within minutes. 

  • Copy and paste data from any Excel spreadsheet.
  • Use our sample spreadsheets to ensure all of the necessary information is included in your spreadsheet.
  • Update data just as quickly with the same copy and paste import.
Meisterplan Quick Import
Excel Export and Quick Import with Meisterplan

Export Just the Data You Need with our New Excel Export

Clearly define the data you want to export, and use it for reporting, sharing with colleagues or use it with our Quick Import to edit and update data in Meisterplan fast.

  • Select your date range, portfolio and scenario to export just the data you need.
  • The new easy-to-read format means you can share the data with colleagues or they can maintain and export their own data based on their user rights.
  • The new Excel Export is designed to work with our Quick Import, making updating data simple.

How to Use Quick Import

  • Collect the data that you want to import using any spreadsheet (MS Excel, Google Sheets, etc.).
  • Use our sample spreadsheet to ensure you prepare the right data.
  • Copy and paste your data from the spreadsheet into Meisterplan.
  • Match your column names to the appropriate fields in Meisterplan (if the names are the same, this happens automatically).
  • Validate your data and correct any errors.
  • Click import and done!

Learn More about Quick Import in Our Help Center

How to Use the New Excel Export

  • To export only the data you really need, first select the date range, scenario and portfolio.
  • Click Import and Export in the sidebar and select the data you would like to export in the list on the right of the page.
  • Save the exported Excel file and use it to import data into another tool.
  • Or update the data in Excel and import it into Meisterplan using copy and paste through the Quick Import.

Learn More about the New Excel Export in Our Help Center

What Frank Loves About Meisterplan

With Meisterplan we were productive in just a few hours without extensive training. It offers the chance to use our own project management method which makes it quite simple to roll out. And it's well done for project portfolio management. Project Portfolio Management and Project Management Processes become simple and fast.

Owner | Explorers | open_in_new

Frank Goermar

Meisterplan customer Felix Willing

What Felix Loves About Meisterplan

Meisterplan opened our eyes to resource bottlenecks and new portfolio solutions.

CIO | Hella | open_in_new

Felix Willing

Barry Cousins

What Barry Loves About Meisterplan

I give Meisterplan an A+ for the experience of modifying the project timeline and resourcing. Consider this model if you’ve struggled to forecast resource capacity using spreadsheets or large commercial tools.

Senior Director, PMO Practice | Info-Tech Research Group | open_in_new

Barry Cousins

What Peter Loves About Meisterplan

With Meisterplan, we can always see what exactly the impact of doing any project is – and it´s really simple to use.

Head of Digital and Customer Experience | Buckinghamshire County Council | open_in_new

Peter Parfitt

What Marcus Loves About Meisterplan

With Meisterplan, our resource utilization is more transparent. Due to the seamless integration into our existing processes, we can increase the satisfaction of both our customers and employees.

Managing Director | Ergosign GmbH | open_in_new

Marcus Plach

What Måns Loves About Meisterplan

Meisterplan helps us deliver our projects on time, within the agreed budget, and in top quality.

Executive Producer | Important Looking Pirates | open_in_new

Måns Björklund

What Chris Loves About Meisterplan

Meisterplan is an excellent Resource Management tool. The visual interface makes the software intuitive to understand and use. I have found few other tools that can match its capabilities. Definitely love the scenario comparison function. It's pretty easy to get up and running, but you can get more complex as you get more comfortable.

Manager, RD Projects | Cenduit

Chris Davies

clear