Quick Import

Import Your Data In a Snap

See your data come to life with Quick Import and start making better decisions today

Leading Companies Trust Meisterplan

Quick Import Overview

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 project portfolio and capacity planning.

  • Projects and Programs
  • Resources and Roles
  • Allocations
  • Absences
  • Milestones
  • 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
Quick Import Projects

How 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. 

Get Started With Quick Import

Meisterplan customer Felix Willing

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

CIO | Hella | open_in_new

Felix Willing

There are a lot of things that go into a project plan besides the timing and resources. We need a lot of context and it shouldn't be a surprise when a project needs attention. Our projects need to tie back to our mission and what we want to achieve. With Meisterplan, we can make informed decisions and move the organization forward.

IT PMO and New Services Manager | CaroMont Health | open_in_new

Jay Nutter

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

I believe in the solution and see how it can benefit any company that manages multiple projects simultaneously. Which I think is just about EVERY company!

New Product Development Manager | Bard Manufacturing Company | open_in_new

Derek Walz

Meisterplan is now a key element of  our portfolio planning. It helps us to make sure that our portfolio is realistic and that we create plans that really work.

Head of Project Management | Trafag AG | open_in_new

Marzio Locatelli

One of our problems was being able to show everybody our portfolio plan. Now we see all our projects we would talk about, graphically depicted. You can see their durations and when you scroll down, you can see the team. Maybe these two projects are significant and they're taking two resources each for this period of time. We can now see how much room is in the capacity bucket that we have left to fill. From here we can look at our options. Using Meisterplan to do that helps us show our work and provide transparency.

Director of Strategic Programs | Ping Identity | open_in_new

Dan Madden

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

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