Import Multiple Types of Data with an Easy Copy and Paste
With our Quick Import, you can easily import into Meisterplan the exact data that you need for projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. portfolio and capacity planningCapacity PlanningCapacity planning and management refers to the process of matching the “capacity supply” (employees, resources, skills, etc.) with the “capacity demands” (projects) of an organization. It is considered a part…:
- Projects and Programs
- ResourcesResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course! and Roles
- AllocationsAllocationAllocating describes the strategic process of identifying the correct resources for projects or individual tasks and assigning them accordingly.
- Absences
- MilestonesMilestoneIn project portfolio management, a milestone marks an important point in a project’s progress that requires monitoring or decision-making. Milestones indicate project phases, marking the completion of objectives or the…
- Financials
See Your Data and Update It in Minutes
The easy copy and paste functionality lets you quickly import your data from your existing spreadsheets or through our sample spreadsheets.
- Copy and paste data from any spreadsheet (MS Excel, Google Sheets, etc.)
- Use our sample spreadsheets to ensure you have all of the details you need
- Match fields (if column names are the same as Meisterplan fields, this is done automatically)
- Validate the information and correct any errors
- Use the same spreadsheet to update data when it changes
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More InformationHow to Use the Quick Import
The first step to getting up and running in Meisterplan is getting your data into the tool. In our Help Center, you will find our sample spreadsheets and step by step information on using the Quick Import.
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.
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.
Before implementing Meisterplan, our resource management was a game of Excel bingo: timeconsuming, cumbersome, and error prone.
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