Excel

Easily Import and Export Project Data with Microsoft Excel

Excel Logo

Bring Your Meisterplan Data to and from Excel

Many businesses manage detailed project data in multiple Microsoft 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.
Quick Import Overview
Excel Export and Quick Import with Meisterplan

Export Just the Data You Need with Our 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 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.
  • 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 (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 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

We successfully run 400 projects and 20 programs in our portfolio with Meisterplan. Although many have tried, you can’t manage that many programs and resources in Excel templates. But you can with Meisterplan.

Christopher Pearson|Head of PMO|open_in_new

Siemens Gamesa

Portrait of Matthias Graf
Before implementing Meisterplan, our resource management was a game of Excel bingo: timeconsuming, cumbersome, and error prone.

Matthias Graf|Chief Project Portfolio & Resource Management|open_in_new

Flughafen München GmbH

Barry Cousins
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.

Barry Cousins|Senior Director, PMO Practice|open_in_new

Info-Tech Research Group

Stephan Anders, author for the Meisterplan blog

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